Investment Forum | India // Opening Keynote Presentation: India's Data Center Decade: A $200 Billion Investment Opportunity

Secure Your Pass
  • —
  • Infinity Ballroom II | G Level
  • Open Session
APAC26.Gleanin Cards Master (5)

Speakers

Vinod Subramanian

Vinod Subramanian

Vice President of Technology Sectors, Invest India

India's data center market is entering a new phase of accelerated growth, driven by exponential data consumption, AI adoption, and increasing hyperscale activity. With installed capacity set to grow roughly eight-fold from 1.7 GW to 10 GW by 2030, and against a backdrop of global geopolitical volatility, this keynote will frame the investment opportunity through demand projections, policy tailwinds, and evolving capital structures, while addressing critical considerations around energy supply, sustainability, and India's positioning as a resilient, high-growth destination for digital infrastructure investment.
  • Transitioning from local enterprise builds to multi-billion dollar, export-grade gigawatt campuses for the global AI market
  • Leveraging the 2047 tax holiday for global cloud providers, the new safe-harbour regime, and data centers' infrastructure status to secure long-term, high-yield returns
  • Navigating global geopolitical volatility to position India as a secure and resilient alternative for sovereign data, at 15–50% below comparable build costs APAC region
  • Capitalizing on massive renewable and storage investment opportunities for AI workloads
  • Exploiting the subsea cable boom and new India–US, Japan and Europe gateways to unlock emerging regional tech corridors beyond Mumbai and Chennai