Data Center Value Chain in India: Investment Opportunities

Data Centres Will Be About 3% Of Our Total Power Demand By 2030 - BERNSTEIN


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Gujarat is expected to add more data center capacity than the rest of India combined in the next 3 years.

Focus will be on Semiconductor, data centers, AI, Defence, aircraft manufacturing, Global capability centers, and Green growth

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Lodha Developers Ltd can be similar to Anant Raj soon.
Source: Investor Deck (Please go through it; very interesting.)
Source: Press Release

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We are again faced with a genuine environment, basic needs vs development issue. We have no data on how much percentage of water do the poor get. Seeing the lines on the taps, it doesn’t seem they get much. I am pretty clear, once water shortage is there, it is those taps that will go dry first. :unamused_face:

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Yes, data centers located in extremely water-stressed areas might face higher local litigation, similar to what we’ve seen with beverage bottling plants in the past.

We soon might see a forced shift from evaporative cooling (which consumes massive amounts of water) to liquid cooling or closed-loop systems. These are more expensive CAPEX-wise but essential for long-term sustainability.

And governments might eventually mandate the use of recycled/treated sewage water for cooling to protect the water scarcity issue.

The winners will likely be those who Make Green DC in Zero Liquid Discharge and Renewable Energy early, rather than waiting for the taps to actually go dry.

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