India and Southeast Asia: the next decade of compute.
Capital, capacity and AI demand are converging across India and Southeast Asia. Vastra Infra is positioned in two of the region's most strategic clusters.
From ~375 MW in 2020 to ~1.5 GW in 2025 — and doubling again by 2031.
- National capacity 2025
- ~1.5 GW
- FII share of DC equity
- 80–86%
- Chennai live capacity
- ~200 MW
- Chennai CAGR
- >22%
Up from ~375 MW in 2020
Of $14.7B inflows 2020–2025
Targeted ~550 MW by 2030
2025–2030 forecast
Chennai — second-tier behind Mumbai, with 25%+ of new supply.
Chennai is institutionally validated by STT GDC, Sify, NTT, CtrlS, Equinix CN1, CapitaLand India Trust, AdaniConneX, Colt DCS, Nxtra, Digital Connexion and Yotta. The market is dominated by colocation scale-ups — leaving room for purpose-built, hyperscale AI platforms.
Where Vastra fits
Project Surya is a greenfield, phased 100 MW development positioned for hyperscale and AI workloads, with on-site battery storage and a high renewable profile — offering the State a new, purpose-built platform rather than incremental expansion of an existing one.
Johor: from 10 MW in 2021 to 1,500+ MW today.
Johor has moved from approximately 10 MW of capacity in 2021 to over 1,500 MW operational by 2024, with another 4 GW-plus under construction or planned. Sub-5 ms latency to Singapore makes it the natural cross-border availability zone for hyperscalers facing Singapore's land and power constraints.
- Total supply growth
- 10 → 5,800 MW
- Market vacancy
- 1.1%
- Wholesale rate
- US$110–140
- Latency to Singapore
- <5 ms
2021 to H1 2025
H1 2025
per kW per month
Capital is abundant. Differentiated platforms win.
Foreign institutional investors contributed ~86% of India DC equity inflows 2020–2025.
Platforms attract $200M–$5B+ tickets. Single-project plays — Surya's natural framing — go via co-development JV equity and anchor-led structures.
Major peers anchor to renewable PPAs. Vastra's BESS + renewable architecture is structured to fit sustainability-linked finance from day one.
Sources: Vestian, IMARC, Mordor Intelligence, JLL, ResearchAndMarkets and public company announcements. Figures indicative.