Summary
The expansion, driven by generative artificial intelligence, enterprise digitalisation and rising data usage, could attract over 3 lakh crore Indian rupees in investment.
Long‑term contracts with large cloud providers, known as hyperscalers, are already securing about half of the future capacity.
The majority of new power demand will be concentrated in Visakhapatnam, Mumbai and Hyderabad, requiring significant upgrades to the electricity grid.
Success will depend on timely power connections, regulatory approvals and disciplined project execution.