Show Notes
A historic week for India and Asia-Pacific, with unprecedented investment announcements and infrastructure commitments across the region.
𝐇𝐞𝐫𝐞'𝐬 𝐰𝐡𝐚𝐭 𝐰𝐞 𝐜𝐨𝐯𝐞𝐫 𝐢𝐧 𝐭𝐡𝐢𝐬 𝐞𝐩𝐢𝐬𝐨𝐝𝐞 𝐚𝐧𝐝 𝐰𝐡𝐲 𝐢𝐭 𝐦𝐚𝐭𝐭𝐞𝐫𝐬: • Microsoft announces it is on pace to invest $50 billion by the end of the decade to help bring AI to countries across the Global South, including major data centre infrastructure investments in India, Mexico, Africa, South America, Southeast Asia and the Middle East. • Google to land three more subsea cables in India, adding the country to its growing web of international connectivity infrastructure. • OpenAI partners with Tata to deploy data centre capacity in India, initially targeting 100 MW with potential to reach 1 GW. • AMD and TCS announce plans for a new 200 MW deployment of the AMD Helios rack scale AI architecture in India, with TCS subsidiary HyperVault codeveloping the infrastructure to support India's AI initiatives and sovereign AI factories. • Yotta invests $2 billion in partnership with Nvidia to accelerate India's AI infrastructure push. • Adani Group commits $100 billion direct investment to develop renewable energy powered, hyperscale AI ready data centres by 2035, expected to catalyse an additional $150 billion across manufacturing, servers and sovereign cloud services. • Blackstone plans Rs 10,000 crore digital infrastructure hub in Chennai, expanding its footprint in southern India. • Blackstone leads funding of over $1 billion to Neysa to build India's leading AI infrastructure platform. • Telkom Indonesia reportedly revives plan for data centre stake sale, signaling potential major M&A activity in Southeast Asia. • Macquarie Tech secures $50 million debt facility to support Australian infrastructure expansion. • Equinix reinforces responsible operations in Japan with landmark 15 year power purchase agreement with ENEOS Renewable Energy.
We examine what these moves signal for India's emergence as a global AI infrastructure hub, the strategic imperative of energy infrastructure for AI deployment, and the unprecedented capital flows reshaping digital infrastructure across Asia Pacific.
Topics: #APACDataCentres • #Investment • #Hyperscale • #Infrastructure • #AI • #India
More from Data Centre News Asia
In this week's special episode on Data Centre News Asia, we sit down with Rachit Mohan, APAC Lead, Data Center Colocation Leasing & India Lead, Data Center Transactions, JLL. In this exclusive interview, breaks down the massive shift happening across India's data center and AI infrastructure landscape. He discusses gigawatt-scale hyperscale campuses, emerging machine learning zones, favorable government policies, and APAC market dynamics. A conversation covering why global cloud providers and institutional investors are particularly hyper-focused on India.
We’re heading to DCD Connect India today, where the conversations around data centre investment, capacity and infrastructure growth across the region continue. Before we get into the event, here’s a look at the latest APAC data centre news, including major project developments, new investments and regulatory updates:
The second episode of the new series of In Conversation by Data Centre News Asia is now live!
August's Data Centre News Asia round-up: