COUNTRIES / APAC + MIDDLE EAST · 20 MARKETS IN SCOPE
Hover or focus a map marker for a snapshot. Select a country to open its findings, charts and source records.
Explore documented data-centre activity across 20 markets. Available facility details include dated sources; an operating label retains the date of its source.
452campus / site groups in research
545research records, including supporting rows
452 research campus / site groups · Inventory snapshot . Source dates vary; coverage is incomplete.
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49 research campus / site groups.
69 research records across all lifecycle states in India, including building / phase observations and unresolved identities. These records are not additional campuses.
Research totals describe NTRY’s documented inventory. They are not a complete market census, fresh operating verification or accepted evidence. Source and identity checks determine which named details can be released.
Status evidenced
PIB names this government facility and reports round-the-clock operations. Not commercial capacity, available power, utilisation or a new opening. No exact address or coordinates asserted.
View primary source ↗Press Information Bureau, Government of India · PIB reuse permission with source acknowledgmentCampus / site groups are counted once; supporting building and phase rows do not add campus counts. Named facility details are a subset of this inventory and must not be added to its counts. Planning approval is not construction or operation. Accepted measurements remain separate from facility counts.
Source-linked measurements and news provide context for the facility inventory. Evidence records do not add sites to its counts.
7 cited records · 7 accepted observations · 0 pending review
India's H1 2026 pipeline was 2.2× its operating base—but 86.8% of that pipeline was only planned
India · Published 13 Oct 2026
The capacity table is attributed to Cushman & Wakefield, not an operator-by-operator government register, and the PDF does not reconcile named facilities. Operating, under-construction and planned capacity are separate lifecycle buckets and must not be added to other national estimates without matching methodology and dates. The paper's 5,649 MW end-2030 baseline assumes every identified under-construction and planned project becomes ready for service; that is a scenario, not delivered capacity. Its H1 2026 1,789 MW operating estimate is methodologically distinct from the Government of India's 1.57 GW installed-power figure for August 2026. Excluded from operating-capacity totals and scores.Invest India / Cushman & Wakefield source ↗Google's $15bn Visakhapatnam AI hub moves into construction—but gigawatt scale is not delivered capacity
India · Visakhapatnam AI infrastructure · Published 28 Apr 2026
Groundbreaking is a construction milestone, not proof of delivered power, energisation, commissioning, operating IT load, customer occupancy or utilisation. Google's 'gigawatt-scale' wording describes the intended design class, not an exact operating-capacity observation or a firm grid allocation. The US$15 billion programme spans data-centre, energy, connectivity and community infrastructure, so it is not disclosed data-centre capex and must not be converted to MW. Facility phasing, contracted power, water entitlement, connection dates and operating milestones remain undisclosed. Excluded from operating-capacity totals and scores.Google source ↗Amazon separates a $13bn AI/cloud expansion from its $48bn India investment plan
India · AI and cloud investment · Published 25 Jun 2026
This is a company-announced spending plan, not money already deployed, operating data-centre capacity, IT load, contracted power, available grid supply, connection headroom or a delivery schedule. The US$13 billion AI/cloud commitment is incremental within the broader US$48 billion 2026–2030 India plan; the two values are overlapping scopes and must not be added. Amazon does not disclose MW, annual spend, named-facility commissioning dates or the portion attributable to compute hardware, buildings, land, energy or networking. Excluded from operating-capacity totals and scores.Amazon source ↗India's national peak demand rose 35.9% in five years—but near-zero national shortfall is not site-ready power
India · Published 10 Oct 2026
This is an annual all-India peak-demand series, not data-centre load, available generation, regional reserve margin, connection capacity or deliverable site power. National peak met can coexist with local transmission constraints, curtailment, long connection queues and non-coincident regional peaks. The 2024–25 observation is historical, not a current 2026 adequacy reading, and cannot establish data-centre causation or enter operating-capacity totals. Excluded from operating-capacity totals and scores.Central Electricity Authority, Ministry of Power source ↗Hyperscalers account for more than 80% of India data-centre absorption in H1 2026
India · Published 02 Sept 2026
Absorption is a market-share indicator, not disclosed occupied MW, utilisation, contracted workload or future demand. The government release does not publish the underlying denominator, methodology, geography split or operator reconciliation, so this signal cannot close the numerical supply-demand gap. Excluded from operating-capacity totals and scores.Press Information Bureau, Government of India source ↗India separates today's 1.57 GW base from an 8 GW 2030 projection
India · Published 14 Sept 2026
The installed-capacity figure is a national aggregate with no operator or site reconciliation. The 8 GW figure is a projection; investment underway is not verified spend or delivered capacity, and announced projects are not committed or operating assets. Excluded from operating-capacity totals and scores.Press Information Bureau, Government of India source ↗Microsoft puts its fourth India cloud region into general availability
Hyderabad · Published 06 Aug 2026
General availability establishes service status for eligible Microsoft Cloud workloads, not disclosed MW, occupied capacity or utilisation. The company release does not provide a site-level capacity basis. Excluded from operating-capacity totals and scores.Microsoft source ↗India reports installed data-centre capacity rising from 375 MW to about 1,575 MW
India · Published 06 Aug 2026
This is a government-reported national aggregate, not a reconciled operator or site inventory, available tenant capacity or an AI-ready subset. The release does not specify the capacity basis. Excluded from operating-capacity totals and scores.Press Information Bureau, Government of India source ↗Uttar Pradesh lists 2026 implementation guidelines, with land and power-duty incentives by project type
Uttar Pradesh · state data-centre policy · Published 12 Oct 2026
This is a state-policy and eligibility snapshot, not a project approval, incentive award, guaranteed subsidy, net tariff, firm grid connection, site allocation, delivered supply or operating capacity. Project thresholds are policy categories, not observed or planned MW in a named campus. Benefits depend on qualifying project, region and policy conditions; a duty exemption does not establish electricity price or availability. The official page lists the implementation-guideline PDF as dated 12 Oct 2026, but its download returned an HTTP 500 during this check; detailed administrative conditions are therefore not attributed to the unread PDF. The listed policy page is the source for the incentive and project-category details. Excluded from operating-capacity totals and scores.U.P. Electronics Corporation Limited, Government of Uttar Pradesh source ↗India portfolio · Evidence 30 Jun 2026
Operating data-centre capacity. Adani Enterprises reported AdaniConneX operating capacity of 65.4 MW for the quarter ended 30 June 2026. This is an operator-portfolio figure, not total India capacity. The official release does not establish an IT-load basis, so the basis remains publisher-reported and unspecified.Adani Enterprises Q1 FY27 results source ↗Visakhapatnam · Evidence 28 Apr 2026
Estimated development pipeline capacity. The official groundbreaking release describes the Visakhapatnam AI hub as nearly 1 GW in one location. The normalized 1,000 MW value is a publisher approximation for one groundbroken hub, not exact pipeline capacity, operating capacity or an India market total.Adani Google Visakhapatnam AI Hub groundbreaking source ↗Chennai · Evidence 31 Mar 2026
Operating data-centre capacity. Adani reported 17 MW live at Chennai for FY26. This is a named facility figure, not India market capacity.Adani Portfolio FY26 capex release source ↗+2 more named records in the evidence feed below.
2 other proposals concern policy, demand, grid load, investment or broader market context.
These accepted measurements can describe a campus, phase or wider programme. They are not additional facilities and are not added to the inventory. A site relationship is shown only after its identity is matched.
Estimated development pipeline capacity · Evidence 28 Apr 2026
The official groundbreaking release describes the Visakhapatnam AI hub as nearly 1 GW in one location. The normalized 1,000 MW value is a publisher approximation for one groundbroken hub, not exact pipeline capacity, operating capacity or an India market total.Adani Google Visakhapatnam AI Hub groundbreaking source ↗One physical facility map; lifecycle and evidence review remain separate. Power allocations, MW, capital plans and programme measurements never become extra facility counts.
9 cited research updates · 6 contextual charts · latest source publication 2026-10-13
Contextual research informs diligence; it does not change accepted observations, governed coverage or rankings. Governed views use the returned evidence feed; missing or bounded records are not proof of no market activity.
An Invest India-hosted paper produced with Cushman & Wakefield reports 1,789 MW of operating IT capacity, 509 MW under construction and 3,351 MW planned at H1 2026. The 3,860 MW combined pipeline was about 2.2 times the operating base; planned projects represented 86.8% of that pipeline.
CAVEAT The capacity table is attributed to Cushman & Wakefield, not an operator-by-operator government register, and the PDF does not reconcile named facilities. Operating, under-construction and planned capacity are separate lifecycle buckets and must not be added to other national estimates without matching methodology and dates. The paper's 5,649 MW end-2030 baseline assumes every identified under-construction and planned project becomes ready for service; that is a scenario, not delivered capacity. Its H1 2026 1,789 MW operating estimate is methodologically distinct from the Government of India's 1.57 GW installed-power figure for August 2026.
Invest India / Cushman & Wakefield · 13 Oct 2026 · Context only · excluded from capacity totals POLICY / STATE INCENTIVESIndiaCONTEXT ONLYUttar Pradesh lists 2026 implementation guidelines, with land and power-duty incentives by project typeU.P. Electronics Corporation lists English implementation guidelines for the Uttar Pradesh Data Centre Policy 2026 dated 12 October. The state policy page defines data-centre parks at a minimum 40 MW, units above 2 MW and below 40 MW, and a dedicated edge-centre proposal with at least ten sites of 50 kW each and 2 MW cumulative load. It also lists region-dependent land subsidies (25% in Madhyanchal/Paschimanchal and up to 50% in Bundelkhand/Poorvanchal), a ten-year electricity-duty exemption, and transmission/wheeling concessions subject to policy and renewable-power conditions.
CAVEAT This is a state-policy and eligibility snapshot, not a project approval, incentive award, guaranteed subsidy, net tariff, firm grid connection, site allocation, delivered supply or operating capacity. Project thresholds are policy categories, not observed or planned MW in a named campus. Benefits depend on qualifying project, region and policy conditions; a duty exemption does not establish electricity price or availability. The official page lists the implementation-guideline PDF as dated 12 Oct 2026, but its download returned an HTTP 500 during this check; detailed administrative conditions are therefore not attributed to the unread PDF. The listed policy page is the source for the incentive and project-category details.
U.P. Electronics Corporation Limited, Government of Uttar Pradesh · 12 Oct 2026 · Context only · excluded from capacity totals POWER / SYSTEM DEMANDIndiaCONTEXT ONLYIndia's national peak demand rose 35.9% in five years—but near-zero national shortfall is not site-ready powerIndia's Central Electricity Authority reports all-India peak electricity demand rising from 183,804 MW in 2019–20 to 249,856 MW in 2024–25, a 35.9% increase. Peak met reached 249,854 MW in 2024–25, leaving a reported national shortfall of 2 MW (0.0%)—strong system-level context that does not establish grid headroom at a data-centre site.
CAVEAT This is an annual all-India peak-demand series, not data-centre load, available generation, regional reserve margin, connection capacity or deliverable site power. National peak met can coexist with local transmission constraints, curtailment, long connection queues and non-coincident regional peaks. The 2024–25 observation is historical, not a current 2026 adequacy reading, and cannot establish data-centre causation or enter operating-capacity totals.
Central Electricity Authority, Ministry of Power · 10 Oct 2026 · Context only · excluded from capacity totalsShowing the latest three items. Source facts remain separate from NTRY analysis; every item includes a caveat. Hover or focus to pause.
Inspect India population, internet participation and business adoption. Regional comparisons are optional below. These are demand proxies; they do not measure local compute workloads or available data-centre capacity.
Horizontal axis: population, logarithmic scale. Vertical axis: individuals using the internet, % of population. Select a point or choose a market below.
Panel medians are 31.2m people and 95.5% internet participation. They are descriptive reference lines—not targets, scores, demand forecasts or investment thresholds.
World Bank WDI / ITU · fixed 2024 comparison · 18 matched economies. Dashed guides are panel medians. Unverified or conflicting cells are omitted, never plotted as zero.
Market size and population growth answer different questions. Switch between percentage change and people added; select a bar to inspect its source. Market order is alphabetical.
Shared zero line · left: decrease · right: increase · percent change from the 2023 base. Bar lengths use one common scale. Mint: increase · slate: decrease · amber: selected market.
Source: World Bank WDI population estimates, CC BY 4.0; exact source links appear in each profile. NTRY calculation: (2024 − 2023) / 2023 × 100; absolute change is 2024 − 2023. Taiwan’s year-end registered-population series remains separate in its profile. Population change does not establish customer spend, local workloads or causation.
Compare reported digital-participation change on its own, or place it beside population movement. Select any point or bar to inspect the exact dated history and source.
Horizontal: 2023→2024 population change, %. Vertical: 2019→2024 internet-participation change, percentage points. Same source series within each axis; periods intentionally remain distinct. Amber: selected market.
Population uses 2023→2024 midyear estimates; digital participation uses the 2019→2024 internet-use series. Different periods and units remain separate.
Sources: World Bank WDI population estimates and WDI / ITU indicator “Individuals using the Internet (% of population)”, CC BY 4.0; exact source links appear in each profile. NTRY calculations: 2024 population − 2023 population as a percent of the 2023 base; 2024 internet-use value − 2019 value. The relationship view has 1 matched markets. China and Taiwan remain outside it because their retained internet observations use unresolved or different denominators. Survey methods and historical revisions can create apparent movement; neither view measures enterprise adoption, compute demand or causation.
1,438,069,596 → 1,450,935,791 persons. World Bank country/economy midyear estimates on the displayed source basis.
Population estimates may be modelled and revised; not a census count or measure of local compute demand. Internet-use survey quality, frames and reference periods can differ among reporting economies. Annual population and internet percentages must not be interpreted as enterprise AI adoption, spending, or campus-ready power.
29.5% → 64.9% of population on the displayed World Bank / ITU indicator basis. Historical revisions and survey-method changes remain possible.
| Metric | Reference period | Percent |
|---|---|---|
| Individuals using the internet | 2019 | 29.5% |
| Individuals using the internet | 2020 | 43.4% |
| Individuals using the internet | 2021 | 49.3% |
| Individuals using the internet | 2022 | 55.9% |
| Individuals using the internet | 2023 | 60.3% |
| Individuals using the internet | 2024 | 64.9% |
Source-reported contextual history. Historical revisions and national survey differences remain possible.
Optional regional comparison. These charts intentionally include other countries; the selected profile remains India.
June 2026 · 18/20 markets. Compare the work-related share of consumer ChatGPT messages, then select a market to inspect its monthly history. The percentage describes messages within each market; it is not a business-adoption rate or provider market share.
Common 0–100% scale · alphabetical order · mint: published share · amber: selected market · unknown: no released observation. Select a row to update all demand evidence.
24/24 monthly observations in this release. Automated publisher classification; messages, not users or businesses.
| Month (UTC) | Work-related share | Published fraction |
|---|---|---|
| Jul 2024 | 60.1% | 0.601 |
| Aug 2024 | 58.4% | 0.584 |
| Sep 2024 | 57.5% | 0.575 |
| Oct 2024 | 55.9% | 0.559 |
| Nov 2024 | 54.2% | 0.542 |
| Dec 2024 | 51.0% | 0.510 |
| Jan 2025 | 51.1% | 0.511 |
| Feb 2025 | 48.4% | 0.484 |
| Mar 2025 | 44.4% | 0.444 |
| Apr 2025 | 43.8% | 0.438 |
| May 2025 | 43.6% | 0.436 |
| Jun 2025 | 40.2% | 0.402 |
| Jul 2025 | 39.1% | 0.391 |
| Aug 2025 | 37.0% | 0.370 |
| Sep 2025 | 38.1% | 0.381 |
| Oct 2025 | 37.6% | 0.376 |
| Nov 2025 | 37.9% | 0.379 |
| Dec 2025 | 35.9% | 0.359 |
| Jan 2026 | 36.0% | 0.360 |
| Feb 2026 | 35.3% | 0.353 |
| Mar 2026 | 34.6% | 0.346 |
| Apr 2026 | 35.1% | 0.351 |
| May 2026 | 33.2% | 0.332 |
| Jun 2026 | 34.4% | 0.344 |
Lower rank number means higher consumer ChatGPT message use relative to 2023 population within the publisher's country panel.
| Quarter | Published rank | Population basis |
|---|---|---|
| Jan 2025 | #113 | 2023 World Bank population |
| Apr 2025 | #113 | 2023 World Bank population |
| Jul 2025 | #106 | 2023 World Bank population |
| Oct 2025 | #109 | 2023 World Bank population |
| Jan 2026 | #106 | 2023 World Bank population |
| Apr 2026 | #109 | 2023 World Bank population |
Work-related share shows the composition of messages within a market; the ordinal rank shows population-adjusted consumer ChatGPT message use across countries. Together they can prioritise deeper demand diligence, but neither measures adoption, users, absolute message volume, paid enterprise demand, provider market share, local workload hosting or compute demand.
OpenAI population-adjusted consumer message-use rank paired with Microsoft's estimated share of people ages 15–64 using any generative-AI product.
Dashed lines are the descriptive medians of the 17 matched markets: rank #59 and 27.9% estimated AI use. They are not targets or thresholds.
The relationship can flag markets for deeper diligence when population-adjusted ChatGPT message use and the broader Microsoft generative-AI-use estimate diverge or align. Different products, populations, methods and denominators make this contextual triangulation—not provider market share, adoption proof, a composite score, causal evidence, compute demand or an allocation rule.
Claude and Gemini: comparable country-by-month measures are not included in this view. No cross-provider share or composite adoption score is calculated.
Consumer ChatGPT messages from Free, Go, Plus and Pro accounts with declared age at least 18; excludes Enterprise and Codex, deleted accounts and users who opt out of training.
300,000 messages sampled globally per month; day-weighted, automatically classified work-relatedness; differential privacy and rounding to 3 decimals. Country is associated with request. Rank uses 2023 World Bank population. Values are publisher estimates; granular country slices have greater sampling variance. Changes may reflect user composition, classification and restatements. This is external contextual history, with no semantic acceptance or NTRY inference.
Chatterji, Cunningham, Deming, Hitzig, Johnston, Richmond, Ong, Shan and Wadman, OpenAI Signals v2.0 · CC BY 4.0. NTRY modifications: selected country rows, conversion of fractions to percentages, monthly chart, quarterly ordinal-rank chart, cross-publisher descriptive scatter and missing-value display. Snapshot checked 12 October 2026; data ends June 2026. The public downloads are verified source material; this contextual panel does not create accepted observations or NTRY inference.
Q2 2026 · 18/20 NTRY markets · 72 dated estimates. Microsoft estimates the share of people ages 15–64 who used a generative AI product. This is a broad usage measure—not ChatGPT, Claude or Gemini market share.
Ranked Q2 2026 estimate · common 0–100% scale · mint: published estimate · amber: selected market · unknown: no economy estimate in this release.
Horizontal: 2024 population, logarithmic scale. Vertical: Microsoft Q2 2026 AI Diffusion estimate. Dashed guides are the 18-market panel medians—not targets, scores or allocation thresholds. Select a point to inspect its evidence.
41.0× the panel median population · -9.3 percentage points versus the panel median AI-use estimate.
The axes intentionally retain different reference periods and definitions. Their position is descriptive context only: it does not estimate addressable users, enterprise demand, compute load, revenue, hosting location, power need or causation.
4 published estimates · H1 2025 14.2% → Q2 2026 18.5% · +4.3 percentage points.
| Period | Estimated adoption |
|---|---|
| H1 2025 | 14.2% |
| H2 2025 | 15.7% |
| Q1 2026 | 17.6% |
| Q2 2026 | 18.5% |
Use this as a comparable adoption proxy beside population, digital reach and official enterprise surveys. It can prioritize questions about paid business demand, local workload placement and connectivity. It cannot size compute, power, revenue, capacity headroom or hyperscaler allocation.
The population×AI scatter and ranked bars are used instead of a radar chart. They preserve actual magnitudes, ordering and unknown values without normalizing unrelated evidence into a composite score.
Estimated share of people ages 15–64 who used a generative AI product during the period. Microsoft aggregates and anonymizes consumer AI telemetry, then adjusts estimates for operating-system and device-market share, internet penetration and population.
Microsoft describes this as an estimate from aggregated, anonymized consumer telemetry. Results can move with product coverage, calibration, internet access and historical revisions. The measure is usage—not skill, productivity, business adoption, spending, provider share, compute demand, hosting location or infrastructure capacity.
NTRY modifications: exact selection of the 20-market universe, labels aligned to NTRY market names, percentage parsing, ranking and selected-market trend. Snapshot checked 2026-10-12. The public dataset is verified source material; this contextual panel does not create accepted observations or NTRY inference.
Population is country/economy context, not a utility service territory. World Bank WDI population values are midyear estimates; Taiwan uses separately sourced year-end registered population and is excluded from the shared scatter. Internet use is the share of individuals who used the internet. World Bank / ITU attribution, CC BY 4.0. NTRY modifications: 2024 selection, rounding, chart rendering and within-series percentage-point changes and 2023–2024 population differences. These sources provide context only; this panel does not create accepted observations or an investment conclusion.
Source-linked context and NTRY interpretation. Open each finding to inspect its limits.
Use the 1,789 MW operating estimate only as the paper's current-market baseline. Treat the 509 MW under-construction bucket as nearer-term delivery exposure and give the 3,351 MW planned bucket zero operating-capacity credit until named projects progress through construction, energisation and commissioning.
A named-project reconciliation with consistent IT-capacity definitions; utility-confirmed sanctioned load and connection dates; construction starts and completions; commissioned IT load; service commencement; customer take-up; or a later source using the same methodology.
Project stage and scope1,789 MW OPERATING · 509 MW UNDER CONSTRUCTION · 3,351 MW PLANNED · H1 2026 SNAPSHOT
The capacity table is attributed to Cushman & Wakefield, not an operator-by-operator government register, and the PDF does not reconcile named facilities. Operating, under-construction and planned capacity are separate lifecycle buckets and must not be added to other national estimates without matching methodology and dates. The paper's 5,649 MW end-2030 baseline assumes every identified under-construction and planned project becomes ready for service; that is a scenario, not delivered capacity. Its H1 2026 1,789 MW operating estimate is methodologically distinct from the Government of India's 1.57 GW installed-power figure for August 2026.
Evidence period / effective date: 2026-06-30
Keep Uttar Pradesh as a state-level India diligence option. Compare eligible land and duty economics by zone, then require a named site's sanctioned load, firm connection milestones, incentive award and delivery evidence before assigning capacity or investment credit.
Readable implementation guidelines and eligibility/claim procedures; a project-specific incentive approval; named-site land control, utility-sanctioned load and connection dates; delivered power; construction and commissioning status; and independently verified operating load.
Project stage and scopeSTATE POLICY · IMPLEMENTATION GUIDELINES LISTED 12 OCT 2026 · CONDITIONAL INCENTIVES · NO NAMED-CAMPUS POWER CLAIM
This is a state-policy and eligibility snapshot, not a project approval, incentive award, guaranteed subsidy, net tariff, firm grid connection, site allocation, delivered supply or operating capacity. Project thresholds are policy categories, not observed or planned MW in a named campus. Benefits depend on qualifying project, region and policy conditions; a duty exemption does not establish electricity price or availability. The official page lists the implementation-guideline PDF as dated 12 Oct 2026, but its download returned an HTTP 500 during this check; detailed administrative conditions are therefore not attributed to the unread PDF. The listed policy page is the source for the incentive and project-category details.
Evidence period / effective date: 2026-10-12
Keep India investable, but release site capital only against dated substation capacity, connection terms and local reliability.
Regional reserve margin, transmission headroom and firm connection dates for Mumbai, Chennai and Hyderabad.
Project stage and scopeOFFICIAL ANNUAL GRID SERIES · NATIONAL PEAK · 2024–25 HISTORICAL · NOT DATA-CENTRE-SPECIFIC
This is an annual all-India peak-demand series, not data-centre load, available generation, regional reserve margin, connection capacity or deliverable site power. National peak met can coexist with local transmission constraints, curtailment, long connection queues and non-coincident regional peaks. The 2024–25 observation is historical, not a current 2026 adequacy reading, and cannot establish data-centre causation or enter operating-capacity totals.
Evidence period / effective date: 2025-03-31
Source-reported developments, with project stage and caveats. These updates do not change accepted measurements, capacity totals or rankings.
1,789 MW OPERATING · 509 MW UNDER CONSTRUCTION · 3,351 MW PLANNED · H1 2026 SNAPSHOT
An Invest India-hosted paper produced with Cushman & Wakefield reports 1,789 MW of operating IT capacity, 509 MW under construction and 3,351 MW planned at H1 2026. The 3,860 MW combined pipeline was about 2.2 times the operating base; planned projects represented 86.8% of that pipeline.
Stage comparison · statuses are not additive · context only · excluded from governed totals
Caveat: The capacity table is attributed to Cushman & Wakefield, not an operator-by-operator government register, and the PDF does not reconcile named facilities. Operating, under-construction and planned capacity are separate lifecycle buckets and must not be added to other national estimates without matching methodology and dates. The paper's 5,649 MW end-2030 baseline assumes every identified under-construction and planned project becomes ready for service; that is a scenario, not delivered capacity. Its H1 2026 1,789 MW operating estimate is methodologically distinct from the Government of India's 1.57 GW installed-power figure for August 2026.
OFFICIAL ANNUAL GRID SERIES · NATIONAL PEAK · 2024–25 HISTORICAL · NOT DATA-CENTRE-SPECIFIC
India's Central Electricity Authority reports all-India peak electricity demand rising from 183,804 MW in 2019–20 to 249,856 MW in 2024–25, a 35.9% increase. Peak met reached 249,854 MW in 2024–25, leaving a reported national shortfall of 2 MW (0.0%)—strong system-level context that does not establish grid headroom at a data-centre site.
Historical series · repeated dated points · context only · excluded from governed totals
Caveat: This is an annual all-India peak-demand series, not data-centre load, available generation, regional reserve margin, connection capacity or deliverable site power. National peak met can coexist with local transmission constraints, curtailment, long connection queues and non-coincident regional peaks. The 2024–25 observation is historical, not a current 2026 adequacy reading, and cannot establish data-centre causation or enter operating-capacity totals.
GOVERNMENT SECTOR SNAPSHOT · INSTALLED / FORECAST / ANNOUNCED SEPARATE
The Government of India reports 1.57 GW of installed data-centre power capacity as of August 2026, projects nearly 8 GW by 2030, and distinguishes about US$70 billion of investment underway from a further US$90 billion of announced projects.
Stage comparison · statuses are not additive · context only · excluded from governed totals
Caveat: The installed-capacity figure is a national aggregate with no operator or site reconciliation. The 8 GW figure is a projection; investment underway is not verified spend or delivered capacity, and announced projects are not committed or operating assets.
GOVERNMENT-REPORTED H1 2026 ABSORPTION SHARE · MW BASIS UNDISCLOSED
India's Ministry of Commerce and Industry reports that hyperscalers represented more than 80% of data-centre absorption in the first half of 2026. The same roundtable identified reliable power, Day-1 sanctioned load, dual feeders and power-ready land as constraints on faster deployment.
Stage comparison · statuses are not additive · context only · excluded from governed totals
Caveat: Absorption is a market-share indicator, not disclosed occupied MW, utilisation, contracted workload or future demand. The government release does not publish the underlying denominator, methodology, geography split or operator reconciliation, so this signal cannot close the numerical supply-demand gap.
GOVERNMENT-REPORTED INSTALLED BASE · SOURCE-DATED SNAPSHOT
A Lok Sabha response published by PIB reports national installed capacity at about 1,575 MW, up from 375 MW in 2020, and identifies AI and high-performance computing as demand drivers.
Point-in-time comparison · not a trend · context only · excluded from governed totals
Caveat: This is a government-reported national aggregate, not a reconciled operator or site inventory, available tenant capacity or an AI-ready subset. The release does not specify the capacity basis.
ANNOUNCED INVESTMENT · 2026–2030 · US$13BN AI/CLOUD INCREMENT · NOT OPERATING CAPACITY
Amazon says it will invest an additional US$13 billion to expand AI and cloud infrastructure in India, including AWS data-centre capacity in Mumbai and Hyderabad. The additional commitment takes Amazon's stated 2026–2030 India investment across all businesses to US$48 billion. The scopes are retained separately: US$13 billion is the incremental AI/cloud commitment; US$48 billion is the broader all-business total.
Stage comparison · statuses are not additive · context only · excluded from governed totals
Caveat: This is a company-announced spending plan, not money already deployed, operating data-centre capacity, IT load, contracted power, available grid supply, connection headroom or a delivery schedule. The US$13 billion AI/cloud commitment is incremental within the broader US$48 billion 2026–2030 India plan; the two values are overlapping scopes and must not be added. Amazon does not disclose MW, annual spend, named-facility commissioning dates or the portion attributable to compute hardware, buildings, land, energy or networking.
Explore the evidence on each side of the market. Values retain their original scope and status; NTRY only calculates a gap when the records are genuinely comparable.
Only accepted operating, commissioned or available capacity can light this lane. Contracted power remains context until delivery is evidenced.
Operating or available capacity does not establish absorption. Accepted workload, utilisation or observed-load evidence is still required.
NUMERICAL GAP WITHHELDAccepted workload, utilisation, pre-lease or observed-load evidence only. Forecasts, floors and declared maxima remain context.
Contextual demand or supply signals are visible, but cannot replace accepted observed evidence. Opportunity is a conditional path, not spare megawatts: release capital only as power, demand and delivery milestones become comparable.
Adani Enterprises reported AdaniConneX operating capacity of 65.4 MW for the quarter ended 30 June 2026. This is an operator-portfolio figure, not total India capacity. The official release does not establish an IT-load basis, so the basis remains publisher-reported and unspecified.
Adani Enterprises Q1 FY27 results ↗GOVERNED DECISION EVIDENCE · OPERATING17 MWAdani reported 17 MW live at Chennai for FY26. This is a named facility figure, not India market capacity.
Adani Portfolio FY26 capex release ↗The 13 March 2026 parliamentary answer reported a Ministry of Power estimate of 13.56 GW data-centre electricity demand by FY 2031-32. This is a dated national forecast, not observed load, secured supply or IT capacity. The source does not explain its calculation or establish comparability with the later 17 GW answer.
PIB India data-centre electricity demand answer March 2026 ↗GOVERNED CONTEXT · NOT DECISION-GRADE · STATUS-SPECIFIC17,000 MWThe 12 August 2026 parliamentary-answer release cited CEA / Ministry of Power data-centre power demand of about 17 GW up to FY 2031-32. This is an approximate national estimate, not observed load, secured supply or IT capacity. It differs from the March 13.56 GW answer; neither the reason nor methodological comparability is established.
PIB India data-centre electricity demand answer August 2026 ↗The official groundbreaking release describes the Visakhapatnam AI hub as nearly 1 GW in one location. The normalized 1,000 MW value is a publisher approximation for one groundbroken hub, not exact pipeline capacity, operating capacity or an India market total.
Adani Google Visakhapatnam AI Hub groundbreaking ↗An Invest India-hosted paper produced with Cushman & Wakefield reports 1,789 MW of operating IT capacity, 509 MW under construction and 3,351 MW planned at H1 2026. The 3,860 MW combined pipeline was about 2.2 times the operating base; planned projects represented 86.8% of that pipeline.
X · MW IT BY LIFECYCLE STAGEZERO BASELINE · SOURCE POINTS ONLY
U.P. Electronics Corporation lists English implementation guidelines for the Uttar Pradesh Data Centre Policy 2026 dated 12 October. The state policy page defines data-centre parks at a minimum 40 MW, units above 2 MW and below 40 MW, and a dedicated edge-centre proposal with at least ten sites of 50 kW each and 2 MW cumulative load. It also lists region-dependent land subsidies (25% in Madhyanchal/Paschimanchal and up to 50% in Bundelkhand/Poorvanchal), a ten-year electricity-duty exemption, and transmission/wheeling concessions subject to policy and renewable-power conditions.
India's Central Electricity Authority reports all-India peak electricity demand rising from 183,804 MW in 2019–20 to 249,856 MW in 2024–25, a 35.9% increase. Peak met reached 249,854 MW in 2024–25, leaving a reported national shortfall of 2 MW (0.0%)—strong system-level context that does not establish grid headroom at a data-centre site.
X · PERIODZERO BASELINE · SOURCE POINTS ONLY
The Government of India reports 1.57 GW of installed data-centre power capacity as of August 2026, projects nearly 8 GW by 2030, and distinguishes about US$70 billion of investment underway from a further US$90 billion of announced projects.
X · EVIDENCE STATUSZERO BASELINE · SOURCE POINTS ONLY
India's Ministry of Commerce and Industry reports that hyperscalers represented more than 80% of data-centre absorption in the first half of 2026. The same roundtable identified reliable power, Day-1 sanctioned load, dual feeders and power-ready land as constraints on faster deployment.
X · PERIODZERO BASELINE · SOURCE POINTS ONLY
Microsoft says its India South Central region in Hyderabad is generally available with three availability zones, taking its disclosed India cloud-region footprint to four.
A Lok Sabha response published by PIB reports national installed capacity at about 1,575 MW, up from 375 MW in 2020, and identifies AI and high-performance computing as demand drivers.
X · PERIODZERO BASELINE · SOURCE POINTS ONLY
Amazon says it will invest an additional US$13 billion to expand AI and cloud infrastructure in India, including AWS data-centre capacity in Mumbai and Hyderabad. The additional commitment takes Amazon's stated 2026–2030 India investment across all businesses to US$48 billion. The scopes are retained separately: US$13 billion is the incremental AI/cloud commitment; US$48 billion is the broader all-business total.
X · ANNOUNCED SPENDING SCOPEZERO BASELINE · SOURCE POINTS ONLY
Google says it broke ground on its Visakhapatnam AI hub in April 2026, moving the programme from announcement into a construction phase. The company describes a US$15 billion 2026–2030 investment spanning a purpose-built data-centre campus with gigawatt-scale compute, new transmission, clean-energy generation and storage, plus a subsea gateway developed with AdaniConneX and Nxtra by Airtel.
Governed evidence anchors the SWOT. Where evidence is still thin, NTRY states a conditional hypothesis, what would falsify it and which dated indicators must be collected next.
Evidence cards are governed; SWOT placement is a transparent rule-based interpretation. Working hypotheses identify questions for further evidence and do not become facts, market scores, allocation recommendations, trends or Signals.
What existing advantages are reported?
65.4 MW · AdaniConneX
Reported operating capacity is a starting point for assessing the existing ecosystem. It does not establish available space, utilisation or suitability for a new workload.
Source statement: Operational capacity reported at 65.4 MW
Scope: India portfolio · OPERATOR_PORTFOLIO
Evidence date: 30 Jun 2026
Caveat: Adani Enterprises reported AdaniConneX operating capacity of 65.4 MW for the quarter ended 30 June 2026. This is an operator-portfolio figure, not total India capacity. The official release does not establish an IT-load basis, so the basis remains publisher-reported and unspecified.
What would change this assessment: Confirm current operation, capacity basis, available capacity and customer commitments.
Read Adani Enterprises Q1 FY27 results source ↗17 MW · AdaniConneX Chennai 1
Reported operating capacity is a starting point for assessing the existing ecosystem. It does not establish available space, utilisation or suitability for a new workload.
Source statement: Chennai data-centre capacity reported live at 17 MW
Scope: Chennai · NAMED_FACILITY
Evidence date: 31 Mar 2026
Caveat: Adani reported 17 MW live at Chennai for FY26. This is a named facility figure, not India market capacity.
What would change this assessment: Confirm current operation, capacity basis, available capacity and customer commitments.
Read Adani Portfolio FY26 capex release source ↗4.8 MW · AdaniConneX Hyderabad Phase II
Reported operating capacity is a starting point for assessing the existing ecosystem. It does not establish available space, utilisation or suitability for a new workload.
Source statement: Hyderabad data center Phase II operating with 4.8 MW capacity
Scope: Hyderabad · NAMED_FACILITY_PHASE
Evidence date: 31 Dec 2025
Caveat: Adani Enterprises reported Hyderabad Phase II operating at 4.8 MW for the quarter ended 31 December 2025. This is a named facility phase, not India market capacity.
What would change this assessment: Confirm current operation, capacity basis, available capacity and customer commitments.
Read Adani Enterprises 9M FY26 results source ↗1 additional mapped records are retained in the protected evidence review.
What local constraints are evidenced?
Sparse evidence may be masking local delivery constraints in India; grid access, permitting, cooling or construction could be more binding than the current SWOT shows.
What would falsify it: Dated official evidence confirms timely permits, firm power, sufficient cooling resources and on-time delivery.
Next dated indicator: Connection lead time, permit status, water or cooling entitlement, and construction milestones.
Priority evidence gaps: Grid access · Land and permitting · Cooling and water
What future openings should we investigate?
17,000 MW · India Data Centre Sector
A demand estimate can frame a scenario to test. Different forecast vintages or methodologies do not establish an observed growth trend.
Source statement: The CEA / Ministry of Power estimate reported on 12 August 2026 was about 17 GW of data-centre power demand up to FY 2031-32
Scope: India · COUNTRY_POWER_DEMAND_FORECAST
Evidence date: 12 Aug 2026 · Forecast horizon FY 2031-32
Caveat: The 12 August 2026 parliamentary-answer release cited CEA / Ministry of Power data-centre power demand of about 17 GW up to FY 2031-32. This is an approximate national estimate, not observed load, secured supply or IT capacity. It differs from the March 13.56 GW answer; neither the reason nor methodological comparability is established.
What would change this assessment: Compare methodology and scope, then test against actual demand and customer commitments.
Read PIB India data-centre electricity demand answer August 2026 source ↗1,000 MW · Google Visakhapatnam AI Hub
An estimated development pipeline suggests potential expansion; its estimate basis and project stages require verification.
Source statement: Groundbroken AI hub described as nearly 1 GW in a single location
Scope: Visakhapatnam · NAMED_AI_HUB_ESTIMATE
Evidence date: 28 Apr 2026
Caveat: The official groundbreaking release describes the Visakhapatnam AI hub as nearly 1 GW in one location. The normalized 1,000 MW value is a publisher approximation for one groundbroken hub, not exact pipeline capacity, operating capacity or an India market total.
What would change this assessment: Validate the estimate, remove overlapping projects and confirm delivery stages.
Read Adani Google Visakhapatnam AI Hub groundbreaking source ↗13,560 MW · India Data Centre Sector
A demand estimate can frame a scenario to test. Different forecast vintages or methodologies do not establish an observed growth trend.
Source statement: The Ministry of Power estimate reported on 13 March 2026 was 13.56 GW of data-centre electricity demand by FY 2031-32
Scope: India · COUNTRY_POWER_DEMAND_FORECAST
Evidence date: 13 Mar 2026 · Forecast horizon FY 2031-32
Caveat: The 13 March 2026 parliamentary answer reported a Ministry of Power estimate of 13.56 GW data-centre electricity demand by FY 2031-32. This is a dated national forecast, not observed load, secured supply or IT capacity. The source does not explain its calculation or establish comparability with the later 17 GW answer.
What would change this assessment: Compare methodology and scope, then test against actual demand and customer commitments.
Read PIB India data-centre electricity demand answer March 2026 source ↗What external changes could undermine the plan?
Power economics, connection timing, regulation or delivery risk could erode India's relative attractiveness before 2031—even if headline capacity grows.
What would falsify it: Comparable evidence shows stable delivered-power cost, secured connections, predictable rules and on-time delivery.
Next dated indicator: Delivered power cost, grid delay, policy change, equipment lead time and resilience incidents.
Priority evidence gaps: Power economics · Grid access · Regulation
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