India's Data Center Market Poised for Growth with Major Investments and Partnerships
India generates nearly 20% of the world's data but only hosts 3% of global data center capacity, creating a significant supply gap. According to Colliers India, the country's installed data-center capacity increased from 0.3 GW in 2018 to 1.26 GW by April 2025, with projections suggesting it could reach 8 GW in five years, requiring US$ 30 billion in investment.
Major firms like Google, AWS, and Reliance are investing heavily in AI infrastructure. E2E has expanded its GPU capacity in Chennai, aiming for 80-90% utilization by March 2026 and recently secured contracts under the IndiaAI Mission.
Netweb anticipates a 35-40% CAGR, driven by a Rs 26.8 billion order book. Cummins reported a 28% revenue increase, with 40% of power generation sales from data centers. KRN expects 20% growth in HVAC demand due to digital infrastructure expansion. Orient is transitioning to a Total Outsourcing Service model, with a recent Rs 308 million contract from New India Assurance.
