CNBC's Inside India Newsletter: The Gold Rush of Gigawatts in India
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Oct 02 2025
0mins
Should l Buy JPM?
Source: CNBC
Growth of India's Data Center Industry: India's data center capacity is expected to more than double from 1.2 gigawatts to over 3 gigawatts in the next five years, attracting global tech giants and local billionaires to invest heavily in this emerging market.
Shifts in Demand and Competition: The demand for data centers is driven by enterprises, hyperscalers, and AI workloads, with fierce competition among over 15 players, including major global firms and Indian conglomerates, leading to potential market consolidation in the future.
Regulatory Challenges: Data center developers in India face significant regulatory hurdles, requiring over 30 approvals, which can delay projects and complicate land acquisition, creating opportunities for local property groups to facilitate development.
Market Dynamics and Future Outlook: While the influx of new entrants may lead to oversupply and price wars, the unique advantages of India's market, such as abundant space and low power costs, position it as a key player in the global data center landscape.
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Analyst Views on JPM
Wall Street analysts forecast JPM stock price to rise
19 Analyst Rating
11 Buy
7 Hold
1 Sell
Moderate Buy
Current: 306.130
Low
260.00
Averages
341.38
High
400.00
Current: 306.130
Low
260.00
Averages
341.38
High
400.00
About JPM
JPMorgan Chase & Co. is a financial holding company. The Company is engaged in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing and asset management. The Company operates through three segments: Consumer & Community Banking (CCB), Commercial & Investment Bank (CIB), and Asset & Wealth Management (AWM). Its CCB segment offers products and services to consumers and small businesses through bank branches, ATMs, digital and telephone banking. Its CIB segment consists of banking and payments and markets and securities services, and offers a suite of investment banking, lending, payments, market-making, financing, custody and securities products and services to a global base of corporate and institutional clients. AWM segment offers investment and wealth management solutions. It offers multi-asset investment management solutions, retirement products and services, brokerage, custody, estate planning, and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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