India's AI Growth Spurs Data Centre Expansion Amid Infrastructure and Geopolitical Challenges

India's AI ambitions are driving rapid growth in data centre capacity, projected to reach 4.5-9 GW by 2030, raising challenges in power, water, and transmission infrastructure. While renewables and storage can meet much of the demand, cluster-level grid readiness remains critical. Concurrently, geopolitical tensions and global GPU price increases are prompting scrutiny of the IndiaAI Mission's subsidised compute access, though officials report no immediate impact on participation amid concerns over supply chain vulnerabilities and market incentives.