Why Data Centre is the Next Big Investment Theme of India ?? Data Stocks to Watch with Vivek Bajaj
Learn2Invest Series: Episode 40
Join me, Vivek Bajaj, as he explores the booming data centre industry, driven by India's digital growth, cloud adoption, and 5G rollout. Watch the complete video to learn about market trends, key players, and investment opportunities in this thriving sector. Download the presentation for more insights.
What You Will Learn?
Despite being the 13th largest data center market globally, India’s potential growth is immense due to low penetration relative to internet usage. The market’s shift towards localization presents significant investment opportunities. The rise in AI, IoT, and 5G technologies is expected to increase data center demand, as these technologies require robust data management solutions.
Companies like Adani and Hiranandani are emerging leaders, indicating increased competition and innovation in the sector. The growth of data centers demands extensive infrastructure, creating opportunities for related industries, including electrical and mechanical infrastructure. Dependency on telecom providers poses risks, as disruptions can significantly impact data centre operations. Investors need to be aware of these vulnerabilities.
The global data center market is valued at $600 billion and growing, suggesting that Indian players can leverage international trends for local growth. As data consumption soars—projected to reach 62 GB per user by 2028—investors need to consider the long-term trajectory of data centres as foundational to digital economy growth.
About Mr. Vivek Bajaj
The passion for data, analytics and technology is what makes Vivek Bajaj a financial market survivor. The journey as a market participant started in 2002 when the first trade was executed in the options contract of ITC. Life was simpler and easier during that time. Since then technology and Big data have taken over totally. As an early adapter to the complex tools, Kredent was formed to capitalise on the opportunities. He is co-founder of StockEdge and is committed to bring simplicity in the complex world of market data. He is a Chartered Accountant, Company Secretary and an MBA from IIM Indore. He is a part of various committees of exchanges and regulator and he has been an active contributor in the evolution of Indian Derivatives Market.
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