India Data

• India's AI data center market is projected to unlock a $23 billion investment opportunity, with GPU deployments and capacity expected to triple by 2030. • The broader AI market is forecast to grow from $13 billion in 2025 to $131 billion by 2032, representing a compound annual growth rate (CAGR) of 39%. • This surge is driven by increasing enterprise adoption and strategic investments in domestic capabilities, such as the development of indigenous large language models (LLMs).

• India has reached 1.6 GW of operational data centre capacity, establishing itself as the second-largest market in the Asia Pacific region. • According to Cushman & Wakefield’s Global Data Center Market Comparison 2026 report, an additional 3.1 GW of capacity is currently under construction or planned. • This rapid expansion places India among the top three global development pipelines, signaling a significant shift in AI infrastructure growth beyond Mumbai.

• A new report released Wednesday indicates that rising AI adoption could create a $23 billion investment opportunity in India's data center sector. • The growth is expected to be driven by the deployment of 650,000 to 700,000 GPUs across the country's data centers over the next five years. • This surge in infrastructure is critical for supporting the increasing computational demands of artificial intelligence and expanding overall data center capacity.

• India's data center market is projected to experience massive growth, reaching an estimated value of nearly $46 billion by 2033. • The surge is primarily driven by the rapid adoption of cloud services and the increasing demand for AI-optimized infrastructure to handle complex workloads. • This shift represents a critical infrastructure race, as the market moves toward specialized facilities capable of supporting large-scale digital development.

• India will launch its first-ever Index of Services Production (ISP) in July to accurately measure the output of the country's critical services sector. • The new index is designed to track short-term shifts in services production, complementing the existing Index of Industrial Production (IIP). • This initiative matters because it fills a significant data gap in India's economic dashboard, providing a more comprehensive pulse of the overall economy.

• Uber’s India data-centre bet is being framed as part of a broader tech and cost strategy, with the company weighing infrastructure choices as AI-driven risk rises. • The coverage notes that about 90% of advanced AI users are trimming some form of business process outsourcing spend, underscoring how automation is reshaping enterprise budgets. • The development matters for India’s enterprise-tech ecosystem because it links cloud infrastructure demand with the rapid adoption of AI tools and changing outsourcing patterns.

• Pixxel and Sarvam AI announced a partnership on Monday to develop India's first AI-powered orbital data centre satellite named Pathfinder. • Pixxel will design, build, launch, and operate the satellite, marking a milestone in space-tech and AI integration. • This initiative positions India as a leader in space-based AI computing, enabling real-time data processing in orbit for enhanced efficiency.