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DAMALLA PIYUSH NARAYAN

"Building products, ... • 20d

🚨 INDIA'S $30B DATA CENTER GOLD RUSH 🚨 Budget 2026 just dropped a GAME-CHANGER: 💰 THE BIG MOVE: • Tax holiday till 2047 for cloud companies • ₹40,000 cr Electronics Manufacturing boost • Zero tax on global cloud services from India 📊 THE GAP: India has 20% global data but only 3% capacity. Growth: 1.3 GW → 9 GW by 2030! Already in: AWS $12.7B, Google $15B, Reliance 3 GW center 🔥 WHERE TO PLAY: 1️⃣ MANUFACTURING: Servers, cooling systems, PCBs 2️⃣ INFRASTRUCTURE: Renewable energy, fiber networks 3️⃣ SERVICES: Cloud migration, AI infrastructure 4️⃣ TIER 2/3 CITIES: Edge computing expansion ⚡ WHY NOW: • Data localization = forced India storage • 5G + AI = explosive demand • 2.9 GW supply gap by 2030 💡 HOW TO WIN: → Hardware (servers, storage) → Green tech (water cooling) → Software (automation, AI) → Skill training India becomes Asia's #2 market by 2027. Are you building your shovel? 🔥

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