India’s Rs 16 lakh crore data centre supercycle: 2 stocks connecting & powering the boom
India’s data-centre industry is moving into a new phase as cloud adoption, Artificial Intelligence workloads and digital services push operators to build more capacity. CBRE estimates that India’s operational data-centre capacity had reached around 1.75 gigawatts (GW) by the end of H1 2026.
India’s Hyperscale Inflexion: Why 1.75 GW is Just the Starting Line
At the same time, total investment commitments since 2021 have climbed to $173 billion (around ₹16 lakh crore). The scale of planned expansion is also becoming clearer, with 92% of surveyed operators planning to add more than 100 MW of capacity over the next 24 months.
