Source: ET Interview, 5 December 2025
NTT will invest $1.5b in India through FY27, warning of a brief AI overcapacity “bust.”
The firm holds ~30% of India’s data centre market and sees strong AI-driven upgrade demand.
Global hyperscalers—Google, Microsoft, Reliance–BRDL, TCS–TPG—are driving record India DC investments.
Strategic note: Short-term volatility aside, India’s AI infrastructure demand remains structurally strong.
