Atlas of AI Buildout

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Country

India

Data centre capacity, electricity and supply-chain position · ISO IN

6.5 TWhdata-centre electricity · 0.3% of national generation · grade B, Derived

India's data centres draw 6.5 TWh of electricity a year, which places it 7th of the 33 countries this atlas carries a figure for.

That is 0.3% of everything the country generates — below the 1.2% median across those countries.

Set against 3.6 GW of installed capacity, that implies a 21% load factor.

4 metros are tracked here, totalling 1,770 MW, of which Mumbai alone is 670 MW — 38% of the national total.

1,770 MW of that is not yet operating: it is under construction or still an announcement.

Its strongest showing anywhere in the atlas is Systems & Facility on the physical basis, at #3 of 54.

3 suppliers are domiciled here, booking roughly $9bn between them; the largest is BHEL.

Its single strongest grip on the buildout is Transformers & switchgear, where firms domiciled here hold 5% of global supply in a sub-layer weighted 0.80 for how hard it is to substitute.

About $25bn of AI infrastructure investment has been announced for India, though announced is not built — that figure is graded C.

National context

Electricity generation2,082 TWh A
Data-centre electricity6.5 TWh B
— as a share of generation0.3% B
Installed data-centre capacity3.6 GW A
Tracked metro capacity1,770 MW B
Announced investment$25bn C
Population1,464m A
GDP$3,916bn A

Grid friction

Building fast
Rapid generation additions; distribution reliability varies by state.

Where India ranks

The same tables read three ways. A country can lead one basis and be invisible on another, and that gap is the whole point of the atlas.

Tier Physicalassets here Ownershiprevenue booked Controlcould stop you
Silicon#13of 14——
Memory & Storage#7of 7——
Networking#7of 9——
Systems & Facility#3of 54——
Power & Grid#7of 77#13of 17#10of 12

Data centre metros (4)

Mumbai — Under construction~670 MW. India's largest market and the landing point for most of its subsea cables.670 MW A
Chennai — Under constructionSecond cable landing cluster.420 MW C
Hyderabad — Under construction380 MW C
Delhi NCR — Under constructionListed by Cushman as an APAC secondary market.300 MW C

Supply positions

Share of each global sub-layer held by firms domiciled here, and how hard that sub-layer would be to substitute. Those two multiplied are what the control basis ranks on.

Power & Grid

Sub-layerShareSubstitutability
Transformers & switchgear5% C×0.80

Strongest single grip: Transformers & switchgear — 5% × 0.80 substitutability weight.

Suppliers domiciled here (3)

BHEL — Turbines, transformersPower & Grid$3bn
Siemens Energy India — Grid equipmentPower & GridSeparately listed.$3bn
Polycab — CablePower & Grid$3bn

Revenue is the group or segment figure closest to each tier's perimeter. Segment boundaries differ between issuers, so treat the split as indicative.

Open India in the interactive atlas →

Every figure here is computed from the same tables the atlas reads, and is downloadable as CSV. Think something is wrong? Tell me — corrections are more useful than compliments.

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