Brookfield sees 6.5 GW of AI data-centre capacity coming online in India

• India's current data center capacity stands at 1.5 GW (mostly non-AI), expected to grow to 3 GW for traditional uses plus 6.5 GW for AI-specific applications
• Brookfield's Digital Connexion venture (partnered with Digital Realty and Reliance Industries) has 160 MW capacity in India, with 60 MW operational and fully leased
• Brookfield manages over $32 billion in Indian assets and aims to triple this to over $100 billion within five years, while also adding 4-4.5 GW of renewable energy capacity in 2025

Summary

Brookfield Asset Management projects approximately 6.5 gigawatts of AI-focused data center capacity will come online in India over the next five years, signaling significant growth in the country's digital infrastructure sector.

Key Market Developments:

India currently operates about 1.5 GW of data center capacity, almost entirely for non-AI applications. Brookfield expects traditional data center capacity to double to 3 GW, with an additional 6.5 GW dedicated to AI workloads—primarily AI inferencing, where trained models generate predictions and content.

Company-Specific Details:

Brookfield's Digital Connexion venture—a partnership with Digital Realty and Reliance Industries—currently has 160 megawatts of Indian data center capacity. Of this, 60 MW is operational and fully leased, with the remainder under construction.

The New York-based alternative asset manager oversees more than $32 billion in Indian assets across various strategies. In May 2025, Brookfield announced plans to more than triple this figure to over $100 billion within five years, underscoring its aggressive expansion strategy in the region.

Additional Growth Initiatives:

Beyond data centers, Brookfield's India energy platforms plan to add 4-4.5 GW of renewable energy capacity in the current year, according to Managing Partner Nawal Saini.

Market Implications:

The forecast reflects India's emerging role as a major hub for AI infrastructure, driven by growing demand for AI inferencing capabilities. The projected capacity expansion represents a more than fivefold increase from current levels, positioning India as a strategic market for data center operators and technology investors amid the global AI boom.