Why India could see a $90-billion data-centre investment boom by FY35

India’s data-centre sector is poised to draw investments of nearly $90 billion by FY35 across construction, power, cooling, networking and security infrastructure, according to a report released by KPMG in India this month, as the country’s installed capacity is projected to expand roughly tenfold over the next decade on the back of artificial intelligence-driven demand.

The report estimates that the construction-linked value chain opportunity alone will touch $30 billion by FY30 before scaling up to $90 billion by FY35, as hyperscalers, global operators and Indian conglomerates race to build capacity suited for compute-intensive workloads.

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