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Events / Business / India data centre capacity forecast 2030
Business industry forecast

India data centre capacity forecast 2030

Analysis based on 6 articles · First reported Aug 02, 2026 · Last updated Aug 02, 2026

Sentiment
40
Attention
2
Articles
6
Market Impact
General
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Market Impact

The report signals robust long-term growth in India's data centre sector, benefiting infrastructure, power, and equipment providers. However, near-term capacity additions may fall short of aggressive targets, potentially tempering investor expectations for rapid supply growth.

Data Center Cloud Computing Infrastructure
Event Summary

Axis Capital Holdings published a report forecasting that India's data centre capacity could rise to around 3-3.6 GW by 2030, driven primarily by hyperscalers and AI-focused cloud players. Hyperscalers are expected to account for about 90% of demand by 2030, up from the current 60%, with Amazon — Amazon Web Services, Microsoft, and Alphabet Inc. expanding capacity. The report notes that publicly announced targets of 6-8 GW appear aggressive, with a more realistic estimate of 3.4-3.6 GW planned capacity by mid-2030 and actual operational capacity closer to 2.8 GW due to execution, power availability, and supply-chain constraints. Capital intensity is rising, with AI-enabled facilities costing 10-15% more per MW. Long-term potential remains strong, with 7-8 GW possible by 2035 if announced projects materialize.

Key Actions
80 Axis Capital Holdings published report
70 Amazon — Amazon Web Services expanding capacity India
70 Microsoft built data center India
70 Alphabet Inc. expanding capacity India
Entities Involved
cnt
India
India is the focal market, with its data centre capacity projected to grow significantly by 2030. The country stands to benefit from increased investment in digital infrastructure, though execution challenges may temper growth.
Importance 100.0 Sentiment 60.0
stock
Axis Capital Holdings
Axis Capital Holdings published the forecast report, positioning itself as a key source of industry analysis. The report's optimistic outlook could enhance its credibility in the sector.
Importance 100.0 Sentiment 40.0
subs
Amazon — Amazon Web Services
Amazon — Amazon Web Services is expanding capacity in India, contributing to the projected growth. As a major hyperscaler, it is well-positioned to capture a large share of the growing demand.
Importance 80.0 Sentiment 70.0
stock
Microsoft
Microsoft is expanding capacity in India, aligning with the forecasted growth. Its investments in AI and cloud infrastructure are expected to drive demand and revenue.
Importance 80.0 Sentiment 70.0
stock
Alphabet Inc.
Alphabet Inc. is expanding capacity in India, contributing to the projected growth. Its cloud and AI initiatives are likely to benefit from the expanding market.
Importance 80.0 Sentiment 70.0
Relationships
India related ↔ Axis Capital Holdings
India related ↔ Amazon — Amazon Web Services
India related ↔ Microsoft
India related ↔ Alphabet Inc.
Amazon — Amazon Web Services related ↔ Microsoft
Amazon — Amazon Web Services related ↔ Alphabet Inc.
Microsoft competitor ↔ Alphabet Inc. Microsoft and Alphabet are intense rivals in the technology industry, particularly in cloud services, AI development, se
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