Why geopolitical uncertainty is reshaping the global data centre landscape — And creating an opportunity for India

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By Amit Sarin, Managing Director, Anant Raj Ltd

The global data centre industry is entering a new phase, marked by factors which have never been witnessed before. For years, growth in digital infrastructure was largely driven by cloud adoption, internet usage and enterprise digitisation. Today, geopolitics is emerging as one of the dominant factors beginning to influence infrastructure decisions in a significant way.

The ongoing tensions in West Asia, involving the US, Israel and Iran, have highlighted a reality that the industry can no longer ignore. Data centres are not merely technology assets. From financial systems to public services, and communications networks to increasingly, national security interests, they have become critical supporting infrastructure.

Investors today are paying closer attention to where data is stored, how it travels across borders, and whether infrastructure can withstand disruptions, as the world becomes more dependent on digital technologies.

The New Risk Equation for Data...

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