India's Data Center Capacity to Reach 8GW by 2030, Driven by $30 Billion Investment
India's data center capacity is set to exceed 8GW by 2030, fueled by over $30 billion in investments and increasing demand from hyperscalers. With current capacity over 1GW expected to surpass 2GW by 2026, key drivers include a large mobile user base, 5G rollout, and AI workload requirements. Companies like Cummins India and Kirloskar Oil Engines are positioned to benefit, with Cummins reporting a significant revenue increase in its power generation segment linked to data center demand.
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India's data center capacity is projected to exceed 8GW by 2030 with a capital expenditure exceeding $30 billion, driven by rising demand from hyperscalers. Current capacity is over 1GW and expected to surpass 2GW by 2026.
Factors fueling this growth include a large mobile user base, 5G rollout, data localization norms, and AI workload requirements. Companies like Cummins India and Kirloskar Oil Engines are positioned to benefit, with Cummins reporting a 49% revenue increase in its power generation segment, driven by data center demand.
Kirloskar aims for $2 billion in revenue by FY30, focusing on manufacturing strategies and expanding into international markets. Both companies are navigating competitive pressures and logistical challenges while seeking to improve operational performance in the growing data center market.
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