Much of the discourse on the impact of artificial intelligence (AI) on India’s economy is framed around the disruption to the services sector, but AI also requires a large amount of investment in physical infrastructure. In that regard, India is seeing a rapid expansion in data centre investment. While the direct contribution to GDP is modest, the broader macroeconomic effects could be much larger if it proves to be a catalyst for policymakers to upgrade India’s power system and water resources.
Subscriber content
Read this in full, free
Start a free trial and use one of your 10 free starter credits to unlock this piece.
