Data centre boom: India’s infrastructure opportunity could hit $90 billion
Times of India 1 hr ago·12 Sept 2026, 10:23 am
India's data centre sector is set for a major expansion, with industry experts estimating a potential market size of $90 billion by FY35. This growth is primarily driven by a massive surge in demand for digital services and the specific power and cooling needs of artificial intelligence applications. As cloud adoption and data storage requirements increase, the need for robust physical infrastructure is becoming critical.
For investors, this signals a significant opportunity in the broader market, particularly for companies involved in power generation, construction, and engineering. However, the sector also faces a supply-side challenge, as domestic firms currently rely on imports for specialized components. This reliance highlights the importance of strategic partnerships and domestic manufacturing capabilities to fully capitalize on this growth trend.
Moving forward, investors should monitor the government's policies on data localisation and the pace of domestic manufacturing in critical technologies. The ability of local firms to secure partnerships with global technology giants will also be a key factor in determining how quickly this potential is realized.
Key takeaways
- Category: Orders & Deals.
- AI reads the tone as positive (potentially bullish) for the stock.
- Flagged as a high-impact, market-moving story.
Why it matters
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