Bullish for Infra: India Data Centre Capacity to Hit 3 GW by 2028

A CBRE report forecasts India's data centre capacity to surpass 3 gigawatts by 2028, fueled by strong demand from hyperscalers and the rapid adoption of Artificial Intelligence. This represents a significant expansion of digital infrastructure.

This growth is critical for supporting India's burgeoning digital economy, enabling cloud services, AI applications, and enterprise needs. It signifies robust investment in foundational technology infrastructure, which is a key driver for economic modernization.

Companies in the power sector like POWERGRID will benefit from increased electricity demand. Infrastructure and engineering firms such as L&T, and cable manufacturers like KEI Industries, will see higher demand for construction and electrical components. IT services companies providing managed data center services will also gain. Real estate developers focused on industrial and commercial properties in key hubs like Mumbai, Chennai, Hyderabad, and Delhi NCR could also see increased activity.

Traders should monitor announcements from major hyperscalers (e.g., AWS, Azure, Google Cloud) regarding their India expansion plans. Also, watch for government policies supporting digital infrastructure and any new project wins by infrastructure and power companies in the data center space.

• •India’s data centre capacity to cross 3 GW by 2028.
• •Growth driven by strong demand from hyperscalers and increasing use of AI.
• •Country offers a development-friendly market.
• •Major cities like Mumbai, Chennai, Hyderabad, and Delhi NCR are key hubs.
• •Expansion will support India's digital economy and enterprise needs.