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Expansion● Neutral for Indian equities
India’s AI expansion will depend on where data centres are built next
- SpaceX launches 130 payloads, including Google AI chips, toward orbital data centers
- AI market needs to reach $6 trillion annually by 2031 to fund infrastructure build-out
- Foreign investors are back: India real estate draws record $9.5 bn in Q3
- Global AI industry needs to earn $6 trillion to justify data centres: Bain
- Equity capital inflow in real estate, data centre, hotel assets doubles to USD 9.5 bn in Jul-Sep: CBRE