Google, TCS herald new era in AI infra with $22-bn investments

THE ENTRY OF GOOGLE and TCS adds fresh momentum to this race. Their projects together are comparable to the country’s current total installed capacity and will be rolled out over the next 5-7 years.

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Before these announcements, Colliers had estimated that India’s total data centre capacity would more than triple to 4.5 gigawatt by 2030, driven by $20-25 billion in investments over the next 5-6 years. Now, with the new commitments, both capacity and investment projections are set to rise further.Analysts said the expansion reflects the explosion in data-intensive technologies such as cloud computing, 5G and AI, as well as policy measures encouraging domestic data storage and processing.