聚焦伯恩斯坦_印度电力:数据中心——印度数据中心故事中的重资产角色。DC capacity in India is likely to go to the higher end of the expected 5-8GW range by 2030(from 1.5 GW today). There is a big fight for land in Navi-Mumbai (we hear even higher than last transactions - Exhibit 13) and substation access for DCs. On capex, ex of compute it is~Rs 50 Cr/MW (lower than the US).
聚焦伯恩斯坦_印度电力:数据中心——印度数据中心故事中的重资产角色。DC capacity in India is likely to go to the higher end of the expected 5-8GW range by 2030(from 1.5 GW today). There is a big fight for land in Navi-Mumbai (we hear even higher than last transactions - Exhibit 13) and substation access for DCs. On capex, ex of compute it is~Rs 50 Cr/MW (lower than the US).
聚焦伯恩斯坦_印度电力:数据中心——印度数据中心故事中的重资产角色。DC capacity in India is likely to go to the higher end of the expected 5-8GW range by 2030(from 1.5 GW today). There is a big fight for land in Navi-Mumbai (we hear even higher than last transactions - Exhibit 13) and substation access for DCs. On capex, ex of compute it is~Rs 50 Cr/MW (lower than the US).
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重点分析了数据中心、电力、AI、伯恩斯坦_印度电力等议题。