The data centre race is becoming a race for power

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India’s data centre industry has spent the past decade solving one problem: how to build enough capacity to accommodate the country’s accelerating digital economy. Artificial intelligence is changing the nature of that challenge.

The constraint is no longer simply the availability of space, connectivity or even headline megawatts. AI workloads are increasing rack densities to levels that put power distribution, cooling and the economics of infrastructure under a different kind of pressure.

For Ankit Saraiya, Director & CEO, Techno Digital, one of the industry’s biggest challenges is also one it has created for itself. “The challenge is neither, in my opinion. The challenge is self-inflicted,” he says.

His argument centres on geography. Data centres are increasingly concentrated in Tier 1 cities, even as they become among the most resource-intensive forms of digital infrastructure.

Saraiya offers a simple illustration. If a city has 4 GW of transmission or distribution capability and...

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