India’s data center capacity is doubling from 950 MW in 2024 to approximately ColliersVestian 1.8-2 GW by 2026. That requires 55 million square feet of real estate and $20-25 billion in capital deploymentVestianZinnov.
Put that in perspective: 55 million sq ft equals the entire Grade-A warehouse absorption across India’s top 8 cities in 18 months.
Budget 2026 just gave foreign cloud providers a tax holiday until 2047. Google announced a 1GW AI hub in Visakhapatnam for $15 billion. Reliance is building 1GW in Jamnagar. These aren’t server rooms, they’re 50-100 acre industrial campuses.
Here’s the angle everyone’s missing: a 100MW hyperscale data center creates demand for 15-20 acres of adjacent logistics space. Equipment staging, maintenance depots, diesel storage, backup power facilities, cooling infrastructure.
Everyone’s watching the data centers. Nobody’s watching what data centers need: diesel storage, equipment warehouses, maintenance facilities.
That’s where we’re positioning. Before the market figures it out.
The best opportunities are always one step removed from the obvious play.
