Anarock Capital's report, published August 26, 2026, says India's data centre footprint will expand from 27 million square feet in H1 2026 to 101 million square feet by 2030 and installed capacity will rise from over 1.8 GW to more than 6.7 GW. The report attributes the expansion to hyperscaler commitments, data localisation, AI workloads and broader digital infrastructure demand, and records over $300 billion in announced investment commitments.
While cloud adoption remains important, Anarock says growth is increasingly driven by sovereign regulation and high‑density AI compute. The report lists major announced commitments, including Google's $15 billion Visakhapatnam campus, Microsoft's $17.5 billion cloud and AI commitment through 2029, AWS' $48 billion planned investment by 2030, Adani Group's $100 billion programme and Reliance Industries' $110 billion AI plan centred on a 3 GW Jamnagar campus.
Anarock says AI workloads need 10–20× the power density of traditional servers, noting an Nvidia H100 cluster can draw 30–60 kW per rack versus 8–10 kW. The report estimates a precommitted AI demand pipeline of about 850 MW. It notes investments in liquid cooling, battery storage and renewables, and MMR and Chennai account for roughly 62% of current capacity while Hyderabad and Delhi‑NCR are rapidly expanding.
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CRN Asia: India's data centre expansion moves beyond cloud demand · 26 Aug 2026