India's data centre capacity may reach 3-3.6 GW by 2030, hyperscalers to drive growth: Axis Capital
AI Summary
The report noted that publicly announced capacity targets of 6-8 GW by 2030 appear aggressive. A more realistic estimate is 3.4-3.6 GW of planned capacity by mid-2030, while actual operational capacity could be closer to 2.8 GW. This reflects challenges around execution, power availability, equipment supply and construction timelines.
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