NEW DELHI — A Goldman Sachs Research report states that India is positioned to expand its footprint in the global data center market at a rapid pace.
The research attributes this potential expansion to three primary factors: favorable demographics, a deep pool of engineering talent, and strategic geographic proximity to the Middle East. According to the source text provided by ANI on June 22, 2026, these structural advantages distinguish India within the regional landscape.
Goldman Sachs identifies India, Japan, and the Philippines as the primary growth engines for data centers in the Asian region. The report notes that government-backed initiatives are driving aggressive expansion efforts in Japan. Conversely, reduced red tape is cited as a key factor aiding development in the Philippines. While these nations serve as significant drivers of regional capacity, Goldman Sachs states that India stands out specifically due to its unique combination of structural and geographic advantages compared to those other Asian markets.
The report indicates that demand within the sector is bifurcating into two expanding categories: traditional cloud workloads continue to grow alongside new graphics processing unit (GPU) and artificial intelligence-first demand. Goldman Sachs states this dual expansion increases the total market size rather than shifting existing capacity from one use case to another.
ANI reported on June 22, 2026, that the broader outlook for data centers across Asia remains exceptionally robust with a broad and steep growth curve. The source text describes the Asian data center environment as characterized by this sustained upward trajectory.