India’s data centre sector set for expansion on AI and cloud demand: JM Financial

Short summary

JM Financial reports that India's data centre sector is poised for expansion driven by rising AI and cloud demand. Key challenges include land acquisition, power availability, and execution complexity. Firms are weighing colocation partnerships against full-stack build-and-operate models as they scale capacity.

• •India's data centre sector expanding on AI and cloud demand per JM Financial
• •Land, power, and execution complexity are the main challenges
• •Firms comparing colocation vs full-stack operating models

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