印度数据中心在数字化和GENAI需求推动下,到2027年将能力增加一倍。 India's data center capacity to double by 2027, fueled by digitalization and GenAI demand.

印度的数据中心能力预计到2027年财政年度将增加一倍,达到2-2.3千兆瓦,其驱动因素是数字化程度的提高、对云储存需求的增加以及创造人工智能(GenAI)的渗透。 India's data center capacity is projected to double to 2-2.3 GW by fiscal 2027, driven by increased digitalization, rising demand for cloud storage, and the penetration of Generative Artificial Intelligence (GenAI). 预计增长将需要55 000至65 000卢比在今后三年投资,主要用于土地、建筑、电力设备和冷却解决方案。 The growth is expected to require Rs 55,000-65,000 crore in investment over the next three years, primarily for land, building, power equipment, and cooling solutions. 虽然债务水平预计会上升,但能力增加可能会延缓需求,使风险降低,确保现金流稳定。 While debt levels are expected to rise, capacity additions may lag demand, keeping off-take risks low and ensuring stable cash flows.