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Data Centre Power & Land — The Real Constraint

Everyone talks about power. Almost no one is rigorous about it. The real constraint is the 24-month MW headroom.

31 May 2026

When investors evaluate a data-centre site, they ask "is there power?" That is the wrong question.

The right question

The right question is: how many MW can be delivered to this substation within 24 months, contracted, with a written letter from the utility?

That is a very different question. And in most of India, the answer is "less than you think."

Why 24 months matters

A hyperscale data centre needs 18–24 months from land closing to first rack. If power is not contracted in the first 90 days, the project slips a year. A year of slip on a ₹3,000 crore project is fatal.

How we evaluate it

We insist on three things before we recommend a site:

  1. A written load-availability letter from the utility
  2. A bay-allocation confirmation at the upstream substation
  3. A site visit with the utility's local field officer

If any of these is missing, the site fails our power screen — regardless of how attractive the land or the tariff appears.