Whalesbook
Uber ke CEO Dara Khosrowshahi ne Adani Group ke Chairman Gautam Adani se milne ke baad yeh announcement kiya hai. Is data center ka main kaam hoga Uber ki technologies ko test karna aur deploy karna. Basically, India ab sirf market nahi, balki global solutions build karne ka central hub banega.
Ye deal Uber ka India mein presence ka ek naya level hai. Ab tak sirf operations dekhte the, ab technology development bhi yahan se hoga. Last May 13, 2026 ko Uber Technologies (UBER) ka share $76.68 ke aas-paas trade kar raha tha jisme 17.24 million shares change hue. Wahi Adani Enterprises (ADANIENT.NS) ₹2,500 ke paas tha aur 1.46 million shares trade hue.
India ka data center market toh waise bhi poori speed se badh raha hai. 2025 mein $10 billion ka, aur 2030 tak $22 billion se bhi zyada hone ka estimate hai. Annual growth rate 10% se 15.8% tak hai. Is growth ka reason hai digital transformation, cloud ka badhta use, aur AI/ML ki demand. Adani Group apne AdaniConneX joint venture ke through is infrastructure mein bada player banne ki race mein hai, target hai 2030 tak 1 GW capacity. Google ke saath bhi Adani ka $15 billion ka AI data center campus plan chal raha hai.
Market mein competition kaafi hai. Adani Enterprises ka valuation, jisme P/E ratios 17.97 se 150.5 tak hain, growth expectations dikhata hai, haalanki market cap ₹3.12 trillion hai aur three-year return on equity 7.57%. Adani ko Reliance Industries aur doosre data center providers se bhi takkar mil rahi hai. Data center chalane mein power aur cooling ka karcha bhi kaafi hota hai, especially India ki garmi mein. Uber ko bhi apne revenue growth targets ko pura karne aur local services se compete karne mein challenges hain.
Aage dekhein toh Indian data center market mein 2033 tak $45.7 billion ka investment ho sakta hai, mainly AI integration aur expansion ke karan. Sector ka future bright lag raha hai, bas investor sentiment aur company valuations ko dekhna hoga.