India’s Data Centre Boom A $22B Opportunity by 2030

India’s data centre market is set to grow from US$ 10 billion in 2025 to US$ 22 billion by 2030, driven by rapid adoption of AI, cloud computing, 5G, and rising data consumption, along with strong policy support like data localisation. With capacity expected to scale up to 4–5 GW and massive investments already underway, this sector is becoming a key pillar of India’s digital economy. From an investment lens, the opportunity spans across the ecosystem like

and (data centre infrastructure), , , and (cloud & AI demand), (Nxtra), along with capex beneficiaries like , , , and . Disclaimer: This post is for informational purposes only and not a recommendation to buy or sell any securities. I, or my family, associates, or relatives, may have a financial interest in the securities mentioned.