India’s Grid Cannot Keep Up With Its Ambitions

India’s electricity grid is struggling to accommodate the nation’s economic expansion and isn’t adequately equipped to handle future data center demand. Goldman Sachs estimates that power required from utilities needs roughly 7.2% annual growth between fiscal years 2025 and 2035, up from a prior 5.6%.

India’s data center base sits in the low single gigawatts today, but Bernstein forecasts reach 5 to 6 gigawatts by 2030. AI servers draw five to seven times the power of a…