As AI compute scales, India’s data centres face the heat

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India’s AI infrastructure race is entering a phase in which adding compute may be easier than sustaining it. Enterprises are moving from AI experimentation towards production workloads, driving demand for increasingly dense GPU systems. But every increase in compute density brings a corresponding infrastructure question. How much power can a rack draw, how much heat can it generate, and how efficiently can that heat be removed without creating another resource constraint?

The investment appetite is unlikely to be the immediate problem. Lenovo’s CIO Playbook 2026 says 59% of organisations in India are already piloting or systematically adopting AI, while 99% plan to increase AI investments over the next 12 months. India is also projected to record average year-on-year AI budget growth of 19%, the highest among the Asia-Pacific markets covered by the study.

The harder question is what happens when those investments translate into high-density production infrastructure.

Srinivas Rao, Managing...

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