India's Data Center Boom: Infrastructure, Business Models & the $250 Billion+ Opportunity

By Ajay Singh Rathore • Sun Mar 08 2026

With the conclusion of the AI Summit in New Delhi, data centers have firmly moved to the center of India’s digital infrastructure narrative. The summit saw infrastructure-linked investment commitments exceeding $200 billion-with Adani Group committing $100 billion to AI-ready hyperscale data centers, Reliance pledging $110 billion to AI and digital infrastructure, and global players including Microsoft, Google, and Blackstone reinforcing their long-term commitment to India's digital infrastructure.