New Delhi, Feb. 18 -- Global data centre capacity will more than double to 219 gigawatts (GW) by 2030, from 82 GW in 2025, as per global consulting firm McKinsey's estimates. Of this, 156 GW alone will come from artificial intelligence (AI)-related workloads.

The expansion will require substantial capital expenditure and is projected to drive demand across allied sectors, including fibres and cables, cooling systems, and power infrastructure.

Most of this expansion will be driven by hyperscalers such as Alphabet, Amazon, Microsoft, and Meta. In fact, they have announced cumulative capex of $640 billion in 2026 to date, up from $430 billion in 2025.

This acceleration in AI-led infrastructure spending is creating a structural demand tail...