Archive · 29 Nov 2025
India's AI and Data Centre Boom
India's data centres are growing very fast.
This is because more people are using the internet, digital payments, and e-commerce.
The government is also helping with policies.
Companies like Orient Technology, Black Box, and E2E Networks are important in this growth.
They provide different parts needed for data centres, like servers, cooling systems, and networking.
The data centre industry in India is expected to grow a lot in the next few years.
This means more investment and more jobs in this area.
India's data centre capacity has grown to 1.26 GW in April 2025, up from 0.3 GW in 2018, with an estimated investment of $30 billion for expansion.
Orient Technology provides IT infrastructure and services for data centres, with a focus on cloud and digital transformation.
Black Box operates globally, offering data centre solutions and services, with a strong order backlog and plans to achieve $2 billion in revenue by FY29.
E2E Networks is an AI-focused hyperscale cloud platform, expanding its data centre footprint to support AI demand with plans to invest in NVIDIA Blackwell GPUs.
The data centre industry in India is expected to grow to ₹240-280 billion by FY27, driven by factors like regulatory mandates, digital consumption, and government policies.
- Who
- Indian companies like Orient Technology, Black Box, and E2E Networks are key players in the data centre boom.
- What
- India's data centre capacity is expanding rapidly, driven by AI, cloud computing, and digital consumption.
- When
- The capacity is expected to quintuple to 8 GW over the next five years.
- Where
- The expansion is happening across India, with a focus on regions like Delhi-NCR, Chennai, and Mumbai.
- Why
- The growth is driven by rising internet traffic, digital payments, e-commerce, and government policies.
- India’s data centre capacity
- 1.26 gigawatts (GW) in April 2025, up from 0.3 GW in 2018
- Data centre industry growth
- Expected to grow to ₹240-280 billion by FY27, from ₹84.5 billion in FY23
- Orient Technology revenue
- ₹2.7 billion in Q2FY26, up 22.3% year-on-year
- Black Box revenue
- ₹15.9 billion in Q2FY26, up 6% year-on-year
- E2E Networks revenue
- ₹438 million in Q1FY26, down 7.9% year-on-year
- E2E Networks GPU capacity
- 20,000 GPUs in Chennai, with plans to expand to 4,096 Blackwell GPUs by March