Nageswaran & Poojari: Let's welcome data centres—but on the right terms
The commentary argues that while AI hyperscalers are interested in establishing data centres in India, policymakers must carefully assess the full commitment costs—including infrastructure investment and resource allocation—before proceeding. The authors stress that terms and conditions should be negotiated upfront rather than subsidizing facilities in advance, balancing the opportunity to host global AI infrastructure against India's scarce resources.
Key points
- India is a target for AI hyperscaler data centre investments
- Policy must weigh infrastructure costs against long-term benefits
- Terms should be settled before resource commitments are made
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