$NBIS The buildout to +5GW continues. These hubs could add new Data Centers not yet accounted for.
India is the one to watch 🇮🇳 . The Hyderabad lead role refers to “a dedicated region”, “all regional data centers” and “colocation partners”, which points to leased capacity in more than one facility.
Hyderabad (Telangana):
One of the fastest-growing digital infrastructure markets in the country.
Features large-scale AI-optimized GPU clusters and campuses, such as CtrlS and Sify's Fab City developments.
Chennai (Tamil Nadu):
Widely regarded as a primary AI and hyperscale gateway. Houses major NVIDIA DGX-ready and liquid-cooled AI facilities from operators like Sify Technologies, CtrlS, and Yotta, supported by multiple active undersea cable stations.
Singapore 🇸🇬 is where Asia-Pacific sites will be chosen.
But I still expect more news from Japan 🇯🇵, Korea 🇰🇷 & UAE 🇦🇪in coming quarters
$NBIS goals are to reach at least +5GW active capacity by 2030 which could indicate a $100B revenue per year.
Enjoy the weekend family! Good times are around the corner 📈
India is the one to watch 🇮🇳 . The Hyderabad lead role refers to “a dedicated region”, “all regional data centers” and “colocation partners”, which points to leased capacity in more than one facility.
Hyderabad (Telangana):
One of the fastest-growing digital infrastructure markets in the country.
Features large-scale AI-optimized GPU clusters and campuses, such as CtrlS and Sify's Fab City developments.
Chennai (Tamil Nadu):
Widely regarded as a primary AI and hyperscale gateway. Houses major NVIDIA DGX-ready and liquid-cooled AI facilities from operators like Sify Technologies, CtrlS, and Yotta, supported by multiple active undersea cable stations.
Singapore 🇸🇬 is where Asia-Pacific sites will be chosen.
But I still expect more news from Japan 🇯🇵, Korea 🇰🇷 & UAE 🇦🇪in coming quarters
$NBIS goals are to reach at least +5GW active capacity by 2030 which could indicate a $100B revenue per year.
Enjoy the weekend family! Good times are around the corner 📈