Blackstoneが300億ドルを賭ける、インドなら電力危機を解決できると見る理由
AirTrunkは2030年までにインドで5GWのデータセンターを建設するため300億ドルを投じることを決めた。この大規模な拡張は、インドがグローバルAIハブとなるために必要なインフラを電力網が支えられるかを試すものとなる。
airtrunk plans to invest $30b in india to construct 5gw of data center capacity, capitalizing on government tax incentives and a projected market jump from 1.5gw to 8gw by 2030. a $21b, 3gw campus in raigad is already underway following talks between pm modi and ceo robin khuda. this investment reinforces india's strategy to attract global ai workloads, joining similar commitments from amazon, google, and microsoft. the success of this expansion relies heavily on india's ability to mitigate well-documented power and water bottlenecks that threaten data center stability.