Amid the AI driven data centre demand, power and electrical infrastructure have emerged as the largest capex block at around 35 to 45 percent of the costs
Data showed that in 2019, institutional investments in real estate sector were at $6.7 billion while in 2020 it was $6.6 billion. In 2021, private equity inflows came down to $3.4 billion but rose to $4.3 billion in 2024. In 2025, these investments in real estate sector rebounded to pre-pandemic levels of $6.7 billion.
While technology giants and large conglomerates dominate headlines, some of the most consistent AI-linked opportunities lie with the providers of critical infrastructure and enablers
The Future City is expected to anchor sectors such as semiconductors and electronics manufacturing, electric vehicles and advanced mobility, green energy, artificial intelligence, data centres, and life sciences.
As cooling demand explodes, this company sits at an inflection point of opportunities and execution risks
Market observers say that Future City is expected to unlock large-scale demand across industrial, commercial, residential and logistics real estate, while easing pressure on the city’s saturated IT hubs.
Clients are facing ‘PoC fatigue’, as success rates of PoC to AI still remains 17-20 per cent, Avinash Joshi, MD, India, NTT DATA tells Moneycontrol
Energy-related manufacturing, including transformers, solar trackers and wind turbine components, now contributes nearly 40% of Zetwerk’s revenue and is growing at roughly 100% YoY, co-founder and chief executive Amrit Acharya told Moneycontrol.
Management has ruled out entering any new verticals, geographies, or service lines for the next three to five years.
India generates nearly 20% of the world’s data, yet hosts only about 3% of global data centre capacity
India's data centre growth can drive sustainability by repurposing waste heat for industrial uses, supporting cooling, agriculture, and manufacturing, while reducing energy costs and emissions By Ateesh Kumar Singh
Brokerages have taken a positive view of the deal with TPG, citing reduced equity outlay for TCS and strong external validation of HyperVault’s long-term potential.
Developers say that land for data centres is no longer a straightforward acquisition—operators now demand highly engineered sites with pre-installed power, fibre, cooling and sustainability infrastructure.
Surajit Chatterjee, Managing Director and Head, Data Centre, India, CapitaLand Investment, said hyperscalers drive 15% quarterly demand surge. Mumbai and Hyderabad will anchor CapitaLand’s 500 MW expansion by 2030, he said.
The draft National Data Centre Policy 2025, being prepared by the Ministry of Electronics and Information Technology (MeitY), proposes a range of incentives — including up to 20 years of tax exemptions, input tax credits on construction, and power and infrastructure support.
The company's executive director- finance, Sushil Kumar Modi, said in an interaction with Moneycontrol that with India still underserved with data centre capacity, the data centre play is expected to provide significant topline and profits for the company in the longer term
AI demands electricity at a massive scale, raising a critical question: how much energy will India’s AI revolution consume and where will it come from?
Prestige Office Ventures' CEO Juggy Marwaha said by the end of FY27, the group is targetting 17-18 million sq ft of new office space operational, taking the total portfolio to 30 million sq ft by April 2028, with a projected annual jump of 15-20 percent in office rentals.
Investors eyeing India’s data centre boom should diversify across the entire ecosystem, including renewable energy, power, real estate, telecom and technology providers, according to top money managers.
The CoE will support clients worldwide in building and operating specialised AI data centres, a critical foundation for scaling generative and agentic AI adoption.
The deals underscore moves by major data centre players, including hyperscalers and data co-location operators, to ramp up data centre capacity especially in the Mumbai metropolitan region, the largest data centre market in India
In the first half of 2025, Mumbai's capacity crossed 4GW milestone, a 14.3 percent rise from the year-ago period
The investment is a bet by Stonepeak on the growing demand for digital infrastructure, particularly data centres supporting AI and cloud workloads.
India's data centre ecosystem is pivotal to its digital growth. Strategic reforms in taxation, regulation, and infrastructure are essential to attract investment, enhance sustainability, and build global digital leadership
From 15.9 million square feet, data centres' real estate footprint is expected to grow to 55 msf by 2030, Colliers has said in a report. Mumbai and Chennai cumulatively account for two-thirds of the current capacity