印度数据中心的能力在2030年达到五倍, 由AI、云和数据规则推动。
India’s data center capacity to surge fivefold by 2030, fueled by AI, cloud, and data rules.
预计到2030年,印度的数据中心能力将增长五倍,达到8千兆瓦,其驱动力是数据使用、云的采用、AI需求和地方数据储存条例的增加。
India’s data centre capacity is projected to grow fivefold to 8 gigawatts by 2030, driven by rising data use, cloud adoption, AI demand, and local data storage regulations.
预计300亿美元的投资将使租赁收入增加到80亿美元,同地办公能力已经达到1.7千兆瓦,占用率达到97%。
A $30 billion investment is expected to boost leasing revenues to $8 billion, with colocation capacity already at 1.7GW and 97% occupancy.
孟买和钦奈目前容纳了近70%的容量。
Mumbai and Chennai host nearly 70% of current capacity.
Bharti Airtel、Reliance和AdaniConneX等大公司将控制35-40%的未来能力,而前五家公司拥有90%的市场。
Major firms like Bharti Airtel, Reliance, and AdaniConneX are set to control 35–40% of future capacity, while the top five companies hold 90% of the market.
智能智能的耗电量大服务器和监管任务正在加速增长,刺激电力,冷却,房地产和网络基础设施的机会.
AI’s power-intensive servers and regulatory mandates are accelerating growth, spurring opportunities in power, cooling, real estate, and network infrastructure.