Infra boost may create a $175 billion investment opportunity over 7 years, with $125 billion directed towards established infrastructure sectors and $50 billion towards emerging infrastructure spanning digital, energy transition, urban and social infrastructure. These opportunities span the full risk-return spectrum from large-scale development with construction risks offering private-equity-like returns, to operating concessions with traditional core infrastructure returns. India is emerging as a leading data centre market, with capacity expected to scale from ~1.5 GW today to 8 GW by 2030, as per a survey, driven by surging domestic data consumption. Data usage is accelerating with AI adoption and is projected to reach 50 GB per user per month by 2030, up from 28 GB in 2024, catalysing investment across data centres and last-mile digital networks. The government’s policy commitment to scaling this sector and attracting long-term investment is underscored by the announcement of a tax holiday for global service providers using Indian data centres. This will encourage investments in Indian data centres by both domestic and foreign investors, as per a report.
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