- Amazon, Microsoft, and Google have committed nearly $57 billion to expand AI and cloud infrastructure in India.
- Over $5 billion has already flowed into India's data centre sector over the past three years, helping capacity double from 800 MW to 1.6 GW.
- India's public cloud services market is projected to grow from $17 billion in 2025 to $44 billion by 2030, according to IDC.
- India has become the epicentre of a new AI infrastructure gold rush, with global investors and technology giants racing to secure a foothold.
- Geographically, India sits within 100 milliseconds of the Middle East and Southeast Asia, making it an ideal regional digital hub.
- Analysts estimate around $25 billion of capital will be deployed into India's data centre sector by 2030, making it one of the most attractive infrastructure investment themes in Asia.
Amazon, Microsoft, and Google are leading a significant investment wave in India's tech landscape, committing nearly $57 billion to bolster AI and cloud infrastructure. This surge comes as India's data centre sector has already attracted over $5 billion in investments over the past three years, doubling its capacity from 800 MW to 1.6 GW.12
According to IDC, India's public cloud market is projected to expand from $17 billion in 2025 to $44 billion by 2030, reflecting a compound annual growth rate (CAGR) of 22 percent. Avendus Capital estimates that around $25 billion will be deployed into the data centre sector by 2030, making it a prime investment opportunity in Asia.36
Geographically, India is strategically positioned within 100 milliseconds of the Middle East and Southeast Asia, enhancing its appeal as a regional digital hub. Recent investments include CtrlS raising Rs 7,000 crore from CPP Investments and Airtel's Nxtra securing $1 billion from Alpha Wave, Carlyle, and Anchorage Capital. Additionally, Blackstone plans to develop over 5GW capacity in India through its DC platform AirTrunk over the next five years.5
As global tech giants race to establish a foothold in this burgeoning market, India's data centre sector is poised for unprecedented growth, driven by increasing demand for cloud services and AI capabilities.
“India's data centre sector has attracted over $5 billion in investments over the past three years, doubling its capacity from 800 MW to 1.6 GW. Analysts project that around $25 billion will be deployed into the sector by 2030, making it a key player in the global AI infrastructure landscape.”
