According to a report by CNBC on October 5, due to the deterioration of US-India trade relations, US technology companies have postponed their plans to lease "hyperscale" data centers in India. It is reported that tech giants such as Amazon, Microsoft, and Google are still preparing projects for using data centers, but these projects remain unresolved. Currently, hyperscale companies account for 30% of India's data center demand, and this proportion is expected to rise to 35%. However, industry insiders say that new projects in India's data centers have been put on hold for more than two months, and technology companies may reassess their plans in the next 3-6 months. Analysts said that new tariffs imposed by the US on exports to India have disrupted global supply chains, with tariff shifts, legal changes, and phased capacity clauses becoming new standards, making it difficult for companies to estimate equipment and investment costs. However, despite the challenges, industry assessments still expect that growth in e-commerce, cloud infrastructure, and AI computing demand will drive India's data center capacity to double to over 3.5 gigawatts (350 megawatts) by 2030. Analysts said that tech companies still favor the Indian market, but the speed of project signing may slow down. For example, Google is negotiating with the government of Andhra Pradesh to build a 1 gigawatt data center, and OpenAI is also looking for partners to develop similar projects.
Original article: www.toutiao.com/article/1845340891608140/
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