What AirTrunk submitted
In an emailed statement, AirTrunk said it has filed a detailed plan for two large campuses in southern India, indicating the pair could reach a total of 1.8 gigawatts of capacity. The plan would rank among the country's largest proposed digital infrastructure builds, with total investment of about 1.03 trillion rupees, or $11 billion.
State response and local context
Andhra Pradesh authorities are considering the proposal, which would further the state's ambitions to be a major data center hub as worries build about the power and water such projects require. This week, Chief Minister N. Chandrababu Naidu said the government was increasing renewable energy capacity and reinforcing water supply to support the buildout.
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Why it matters for your portfolio
The AirTrunk move coincides with Alphabet Inc.'s Google, which has a separate $15 billion AI hub under development in the state. AirTrunk added that the proposed campuses would rely on low-water, air-cooled systems and draw on industrial water rather than municipal sources - details that speak directly to operating costs and permitting risk for large-scale compute.
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