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Expansion● Neutral for Indian equities
Microsoft opens data centre in Telangana amid AI infra expansion push
The brief
- Microsoft’s India South Central data centre region is now live in Telangana
- Telangana targets 5 GW of capacity and around $30 billion in AI and digital investment
- The expansion supports Indian data-centre and digital infrastructure demand
- Wall Street rises as investors buy AI stocks; Microsoft rallies
- Bill Gates warns AI could enable events causing a billion deaths
- Big AI reset ahead? Chris Wood doubts hyperscalers’ $990 bn capex estimates, highlights India’s reverse AI trade advantage