In contrast to numerous advanced markets, growth in demand in India is influenced by factors beyond just global hyperscalers. The rapid pace of digitalisation, adoption of AI, expansion of global capability centres, deeper cloud integration, growth in fintech, and enterprise digital transformation are all driving substantial demand for data infrastructure, according to global real estate investor and Capital Advisor Chanakya Chakravarti.
India is ramping up its investments in digital infrastructure just as the world’s most developed data centre markets face challenges from their own growth. Issues such as power shortages, permitting delays, land limitations, cooling system failures, and local opposition are no longer secondary concerns; they are intrinsic issues in those markets. While demand remains strong and has even been heightened by AI, the lack of infrastructure readiness is now the primary constraint, overshadowing capital availability as the deciding factor on which markets can effectively deliver.
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