The data center industry in India is experiencing rapid growth, but faces numerous challenges in actual implementation. Karnataka, one of the first regions to introduce a data center policy, has seen a rather slow implementation process.

Although mature markets such as Mumbai and Chennai still account for 65% to 70% of India's data center capacity, emerging locations show potential and bottlenecks in the next phase of growth. These challenges include policy fragmentation, power limitations, talent shortages, and the preparedness of infrastructure.

In this capital-intensive infrastructure industry, investors are cautious about policy clarity, which also affects market investment decisions. As the industry evolves, factors such as power density, liquid cooling, high-speed interconnection, and GPU supply chains have gradually become strategic bottlenecks, hindering further development of data centers.

Key Points:

🌐 The data center industry faces challenges such as policy fragmentation and power limitations.

⚡ Although emerging areas have potential, slow implementation progress affects investor confidence.

💡 Investors have a significant demand for policy transparency, and the industry's development urgently needs policy support.