从新兴需求枢纽迈向一体化数据中心产业高地

From emerging demand hub tointegrated data centre powerhouse KPMG. Make the Difference. Tableofcontents 01Indiadatacentrelandscape03 02Opportunityforsupplierecosystem13 03Regulatorysupport22 01Indiadatacentrelandscape Indiaisamongthefastestgrowingdatacentremarketglobally India’s share of the global data centre market is projected to double from 2-3 per cent in FY26 to ~5per cent by FY301 The global data centre market is expanding rapidly as data demand from cloud, streaming and AI are reshaping thedigital economy. The global data centre market is valued at ~USD160 billion in FY26 and is projected to reach~USD300 billion by FY30.1In terms of capacity, the global capacity is expected to double its current levels of90 –100 GW in FY26 to reach 160 – 170 GW by FY30.1 The U.S. and Europe remain large capacity hubs constituting 70–75 per cent of global capacities.1Although Indiaproduces about one fifth of global data2, it hosts only about 2-3 per cent of global data centre capacity,leading to significant dependence on external hosting and considerable headroom for domestic capacityexpansion.1 However, the investment momentum is shifting towards Asia Pacific.India is emerging rapidly as a key growthmarket.Its market size is projected to increase from~USD1.7 billion in FY26 to ~USD6.8 billion by FY30,morethan double itscurrent market share of 2-3 per cent in FY26 to reach ~5 per cent by FY30.1 India is widely recognised today as one of the fastest growing data centre markets globally.Its data centrecapabilities have evolved significantly, emerging as a key pillar of the country’s digital economy.Over the lastdecade, the nature of data consumption in India has changed fundamentally, driven by the strong demandfor affordable smartphones, low-cost data tariffs, and rapid digitisation across both consumer and enterprisesegments.The country’s installed data centre capacity has more than tripled since FY19, reaching the ~1.9 GW markin FY26, with a development pipeline expected to add ~4.5 GW over the next five years.3 India’s data centre sector has been concentrated in metros - ~90 per cent of capacity is hosted in Bengaluru,Chennai, Delhi NCR and Mumbai.4While Hyderabad and Pune are also gaining momentum,new projects areincreasingly shifting to Tier II locations due to land availability, improving power access, and state levelincentives. Sources: 1. KPMG in India’s 2026 analysis. 2.From stability to new frontiers, India’s services exports growth more than doubled from 7.6% in thepre-pandemic period (FY16 - FY20) to 14% during FY23 - FY25 - Ministry of Finance PIB press release dated 29 January 2026. 3. 2026 GlobalData Center Market Outlook - Navigating AI demand, power constraints and global opportunities in 2026 - JLL report dated 5 January 2026 andKPMG in India’s 2026 analysis. 4. India’s Data Centre Market in a New Era - A 2025 YTD Market Update - CBRE report dated 12 November2025. ThepaceofdatacentrecapacityadditioninIndiahassignificantlyacceleratedinthepastfewyears Historically, the market was dominated by colocation facilities catering to domestic enterprises, BFSIinstitutions and telecom operators. While these segments remain important,the current growth cycle isincreasingly driven by hyperscale cloud providers, global content platforms and AI-first companies. Annual capacity additions have increased sharply, with ~2.4x increase in capacities from ~778 MW in FY23 to~1,900 MW in FY26.5FY26 marked a notable milestone, with year-on-year capacity additions reaching levelsthat were previously forecasted for later in the decade.This surge reflects long-term capacity commitmentsmade by hyperscalers with incremental capacity additions being made in phases. Figure 1: Historical trend in installed DC capacity in India (MW)6: Private operators andsmartphones Data consumptionsurge in India 2G expansion andearly 3G rollout Dotcomslowdown phase •Significant expansionwith~122 new 2Glicencesissued totelecom operators•Growth in onlinefinancial servicesbegan drivingdemand for datacentre capacity•Transition towards3Gbegan in 2008withMTNL and BSNLlaunching mobile dataservices. •Decline in datatariffssignificantlyimproved affordability•Demonetisationacceleratedadoption of digitalpayments, boostingdata usage•Launch oflow-cost4G services bytelecom giants inIndia in 2016drove astep-change in dataconsumption. •Private telecomoperatorsrolled out 3Gservices, increasingmarket competitiveness•Rapid smartphoneadoption led to a sharpincrease in dataconsumption•Introduction of4G in2012 enabled fasterconnectivity, furtheraccelerating usagetrends. •Post the 2000 dot-com correction,sector growthremained modest,with only~75 MWaddedover sevenyears•Introduction of thenational broadbandpolicy helpedestablish a base forwider internetadoption in India. India’s data centre journey has progressed from its early digital foundations led by telecom and broadband surge inlate 2000’s to the rise of digital India, cloud and IoT. Emerge