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September 28, 2026

Weekly Grid — 29 Sep 2026 | No new projects, but market numbers just jumped

Hi there,

This is Weekly Grid — Gridvik's 5-minute Monday briefing. Only what changed last week, with source links.

In this issue (29 Sep 2026): No new verified projects — but 3 market reports updated the size of the pie.

We re-verified all 48 projects. No status changes to log as a new row this week (last week's fixes were the Yotta/airtel/reuters alt sources). Instead, the market itself moved — new H1 2026 data is out.

📊 Market Pulse — What changed (source-linked)

1. Cushman & Wakefield H1 2026 Update (23 Sep 2026) — NEW BASELINE

  • Operational: 1,789 MW across Top 7 markets (added 178 MW in H1 2026)
  • Pipeline to 2030: 3,860 MW (509 MW under construction + 3,351 MW planned) across 147 DCs by 33 providers
  • Vacancy: 14.9% — market absorbing supply
  • Mumbai still anchor: 890 MW operational + 1,726 MW upcoming
  • Hyderabad rising: 151 MW → 710 MW upcoming
  • Chennai: 214 MW → 368 MW upcoming | Delhi NCR: 183 MW → 387 MW | Pune: 133 MW → 258 MW
  • Source: Cushman & Wakefield H1 2026 Update, 23 Sep 2026 ↗
  • What we did: Updated our market header from 1.8GW/4.5GW to 1,789MW/3,860MW for accuracy. No new project row — this is market-level.

2. PIB / NIC — Infrastructure Status Confirmed (14 Sep 2026)

  • Installed: 1.57 GW as of Aug 2026 (was 375 MW in 2020) → projected ~8 GW by 2030
  • Investments: $70B underway + $90B announced
  • Policy: Infra status since Budget 2022-23, NIC runs 4 national DCs (Delhi, Pune, Hyderabad, Bhubaneswar) + 37 state DCs
  • Source: PIB — Data Centres for Digital Age, 14 Sep 2026 (PDF) ↗

3. Microsoft India South Central — Live (21-24 Sep 2026)

  • Status change: Microsoft's 4th India region (Hyderabad) is now live — 3 Availability Zones, zero-water cooling, DPDP/RBI compliant
  • Early customers: Adani Group, Bajaj Finserv, HDFC Bank, PB Pay already on it
  • Part of $20.5B India commitment; Microsoft now largest hyperscale footprint in India (4 regions + 2 Jio JV)
  • Source: Microsoft Source Asia, Hyderabad region live ↗ · India Today, 21 Sep ↗
  • Our tracker: PRJ-015 already marked live — no new row, but we updated notes with early customers + zero-water detail (verified_date 2026-09-29).

🔄 Corrections / Re-verifications This Week

  • All 20 free-sample rows re-checked: 18×200 OK, 2× bot-protected (Airtel 403, Reuters 401) — both work in browser, alt sources in CSV notes
  • No new project added — next Bot-1 batch expected this week (watch for Aurionpro Navi Mumbai ₹100 Cr AI-ready order — not yet in tracker, under review)

📦 Procurement Window — Still the one to watch

  • Sify Chennai 130MW → Q4 2026 cooling/servers (same as last week — window approaching)
  • Cushman vacancy 14.9% suggests absorption is strong — expect faster planning → under_construction moves in Hyderabad/Pune.

📊 Tracker

  • Free sample (20 rows): gridvik.com/resources.html#tracker · Download CSV
  • Full feed (48 rows): Gridfeed $500/mo ↗

How we verify: Every row = source URL + date + confidence 1-3. No homepage links. See Methodology.

Reply with your state/product — we’ll pull that slice for you.

— Gridvik Research · gridvik.com · [email protected]

Weekly Grid — Every Monday, 5 min, source-linked. Unsubscribe anytime.

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← Newer Weekly Grid — 5 Oct 2026 | CEA grid review, CtrlS–Ciena 100 Tb/s, ₹89-cr order; Odisha backfill Older → Weekly Grid — [Week of 23 Sep 2026] | 3 verified moves in India's DC market
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