India is building its AI factories. Siemens sees a once-in-a-generation growth story
Walk through Thane on the outskirts of Mumbai today and you can watch the future of Indian computing being poured in concrete and strung on high-voltage lines. Data centre campuses are rising. Utilities are pulling in new connections. And the people supplying the electrical backbone, the cooling and the software that runs it all are barely keeping pace with demand.
“It is happening, and it will increase,” says Robert Demann, Executive Vice President of Siemens India and head of Smart Infrastructure for South Asia. “Look at Mumbai, for example. Across the Thane area, you can see massive investments in datacenters, with utilities bringing in high-voltage connections.”
For CIOs weighing where to place their next workloads, and for technology leaders watching where the world’s next wave of AI capacity will land, Demann’s message is both a market signal and a design brief: India’s growth ambitions are real, the build-out is...
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