Data Centers 5GW By 2030! JM Financial’s Priyankar Biswas on Data Centers, Capex & Order Trends　 #ETNOW

Data Centers 5GW By 2030! JM Financial’s Priyankar Biswas on Data Centers, Capex & Order Trends
Priyankar Biswas, Industrial Logistics & Research Analyst at JM Financial, shares his outlook on India’s data center expansion, industrial capex cycle, and logistics demand trends. He expects data center capacity to jump from 1.5 GW to nearly 5 GW by 2030, driven largely by co-location demand. While private capex sees deferrals in sectors like steel, momentum remains strong in data centers, power transmission, and government-led projects. He also breaks down rail, road, and port logistics trends, pricing resilience, and the impact of recent freight policy changes.

#etnow #datacenters #ai #india #datastorage #logistics #capex #powertransmission #businessnews #stockmarket #topnews #jmfinancial

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Chapters:
0:00 Introduction to Data Center Growth in India
1:00 Current Trends in Data Center Demand and Order Books
2:30 Private vs Public Capex: Insights and Trends
4:00 Impact of Global Demand on Engineering and Textile Sectors
5:30 Logistics Sector Demand Trends: Rail, Road, and Ports
7:00 Pricing Trends in the Logistics Sector
8:30 Government Initiatives Supporting the Logistics Industry

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