Data Center Capex: Hidden Beneficiaries | Sadhan Deep Dive Sector Analysis

Hi friends, welcome to your own channel. Hi friends, welcome to your own channel. We do stock channel. We do stock channel. We do stock channel. We simplify stocks and investment . Simplifying and simplifying stocks and investing Simplifying stocks and investing on a fundamental basis Simplifying that on a fundamental basis Simplifying that on a fundamental basis Simplifying that on a fundamental basis That has been our strength and its results Has been our strength and its results Result You kn

ow that I have kept such in my personal You know that I have kept more than 45 stocks in my personal portfolio More than 45 stocks in such a portfolio Identification is very simple if you Will Follow a Stock Rein Is Very Simple If You Will Follow a Stock Price You Will Never Get a Multibagger and Price You Will Never Get a Multibagger and Price You Will Never Get a Multibagger and I Never Follow Stock Price So What I I Never Follow Stock Price So What I I Never Follow Stock Price So What I Follo

w I Follow The Deep Level Analysis of the Follow I Follow The Deep Level Analysis of the Follow I Follow The Deep Level Analysis of the Sector Deep Level Insight of the Industry Same Sector Deep Level Insight Of Industry Same Sector Deep Level Insight Of Industry Time To Highlight This Thing Time To Highlight This Thing Time To Time To Highlight This Thing Time To Time To Highlight Many Sectors Time To Time To Highlight Many Sectors Taking your time, I take many sectors and bring them to you, ho

w do you bring one sector to the fore, how do you bring one sector to the fore, how do you bring to the fore a sector, where P is also a sunrise sector, see where P is also Sunrise sector is there, see where there is sunrise sector, in that sunrise sector, if you can make early position in sunrise sector, if you can make early position in sunrise sector, if you can make early position, like Jupiter Wagon, a 5x hua or can you like Jupiter Wagon A 5x can happen or it can be like a Jupiter Wagon is

a 5x or a Tiger Wagon is a 10x then why did that happen Because a Tiger Wagon is a 10x then why is that because a Tiger Wagon is a 10x then why is that because Railways In spite of being an old sector Railways Spite of being an old sector Railways in Spite of being an old sector became a surprise sector and we found Our became a surprise sector and we found Our early entry into the sector and that's why early entry into the The Sector And That's Why Early Entry Into The Sector And That's Why It

Turned Out To Be A 10 Bagger And It Was A It Turned Out To Be A 10 Bagger And It Was A It Turned Out To Be A 10 Bagger And It Was A Very Safe Returns So Investment Returns Very Safe Returns So Investment Returns Very Safe Returns So Investment Returns To achieve with speculative safety To achieve with speculative safety If you want to achieve with speculative safety If you want then you want view on sector If you want then you want view on sector If you want pay views then it becomes very impor

tant to make sector pay views and it becomes very important to make this series and it becomes very important to make this series and in this series recently we have discussed in recycling industries recently we have recently in recycling industries . We have covered recycling industries if you have covered that video if you have covered that video if you have not seen that video then do check if you have not seen then after this video do check Then after this video do check out our analysis on

plastic recycling out our analysis on plastic recycling out our analysis on plastic recycling sector as well as a plastic recycling sector as well as a plastic recycling sector as well as a plastic recycling called Ganesha Ecosphere But Coming back to the called Ganesha ecosphere but coming back to the called Ganesha ecosphere but coming back to the topic of today's video discussion is something topic of today's video discussion is something topic of today's video discussion is something very re

levant and very interesting because very relevant and Very interesting because very relevant and very interesting because I know most of my viewers are working in I know most of my viewers are working in I know most of my viewers are working in a job and on the job a very dark shadow in a job and on the job a very dark shadow on the job and on the job The shadow looming is that of artificial intelligence. The looming shadow is that of artificial intelligence. The looming shadow is that of artifi

cial intelligence. Due to AI, many people lost their jobs. Due to AI, many people lost their jobs. Due to AI, many people lost their jobs. And there is a lot of negative sentiment in the US too . There is a lot of negative sentiment in the US too. There is a lot of negative sentiment in the US too . There is a sentiment in India too. There is a sentiment in India too. There is a sentiment in India too, but it could. Be an opportunity for but it could Be an opportunity for but it could be an oppo

rtunity for investors so for a smart investor investors so for a smart investor investors so for a smart investor this is a time to understand the elephant in this is a time to Understand the Elephant in the Room This is a time to understand the elephant in the room and that is AI and that is linked to AI The room and that is linked to AI and AI is a sector which is very important There is a sector which is very important. There is a sector which is very important and a very organized and clean

sector. That is a very organized and clean sector. That is data center and people. Say That Data That Is The Data Center And People Say That Data That Is The Data Center And People Say That Data That Is The New Oil So Data Centers Are The New Is The New Oil So Data Center Are The New Is The New Oil So Data Center Are The New Refinery So You Know That We've Seen The Wealth Refinery So You Know That We've Seen The Wealth Refinery So You Know That We've Seen The Wealth Creation In A Refinery Like J

amnagar Creation In A Refinery Like Jamnagar Creation In A Refinery Like Jamnagar Refinery In the form of La, whatever is there, will come from here, it will come from somewhere. La, whatever is here, will come from somewhere, the companies I will talk about today. The companies I will talk about today. The companies about which I will talk today. I will talk about some of those companies, I will do 20 from today, I will talk about some of those companies, I will do 20 from today, I will talk ab

out some of those companies, they can be the market leader after 20 years, the index can be the market leader after a year, the index can be the market leader after a year. Could be an index leader just like Rela Could be an industry leader Just like Rela Could be an industry leader Just like Rela Industry is current but it will take time and so we are Current but it will take time and so we are current but it Will Take Time And So We Will Take Some Time We Will Take We Will Take A Will Take Som

e Time We Will Take We Will Take A Will Take Some Time We Will Take We Will Take A Relaxed Look At Sector Because Nothing Is Relaxed Look At Sector Because Nothing is Going Very Fast There It's the Right Time to Study the Sector at Depth and Then Pick Up the Study Sector at Depth And then pick up the study sector in depth And then pick up the winners and for that we need to understand The winners and for that we need to understand The winners and for that we need to understand The landscape firs

t as in this video The landscape first as this The Landscape First Edge In this video, we will discuss what is a data center, we will discuss what is a data center, what is a data center, what is its demand driver, what is its demand driver, what is its demand driver, what is its demand driver? Seven Growth Drivers That Are Taking This Sector This Far Forward Growth Drivers That Are Taking This Sector This Far Forward And They Will Continue To Do And They Will Continue To Do And They will contin

ue to do it for four possible future I will talk about it for four possible future I will talk about it for four possible future I will talk about a making of a data center and which one a making of a data center and Which are the making of a data centers and which companies have evolved in the making of a data Companies have evolved in the making of a data companies and clearly they will benefit out Center and clearly they will benefit out of it So this is on the agenda So let's of it So this i

s on the agenda So let's begin in this deep dive on Data Center In Begin In This Deep Dive On Data Center In Begin In This Deep Dive On Data Center In Means Style So Stay Till The End Of The Means Style So Stay Till The End Of The Means Style So Stay Till The End Of The Video And Let's Get Going Before Tongue The Video And Let's Get Going Before Tongue The Video And Let's Get Going Before Tongue Into The Deep Dive Into This Osh Called Data Into The Deep Dive Into This Osh Called Data I'd like to

announce that Sadhan is the center I'd like to announce that Sadhan is the center I'd like to announce that Sadhan is lunching the batch four of Sadhan Mentorship Lunching the batch four of Sadhan Mentorship Lunching the batch four of Sadhan Mentorship Program Thanks For Your Love and Support Program Thanks for Your Love and Support Program Thanks for your Love and Support for all these three batches and that 's why we have launched a new batch In April 15th in which I have launched a new batch

in April 15th in which I have launched a new batch in April 15th in which I simplify investing how I simplify investing how I simplify investing how to do it It's Not About Giving You Fish It's Do It's Not About Giving You Fish It's Not About Giving You Fish It's Not About Giving You Fish It's About How To Learn Fishing And It's An About How To Learn Fishing And It's An Art And It'll Take Time And It's An Art And It's Will Take Time And It's An Art And It Will Take Time And It's A Kind Of Appre

nticeship Program It's A Kind Of Apprenticeship Program It's A Kind Of Apprenticeship Program It's A Kind Of Fellowship Program Jahan Pe Aapke Kind Of Fellowship Program Jahan Pe Aapke Kind Of Fellowship Program where you will sit with me daily, every weekend, there will be a discussion with me, you will ask questions, there will be a discussion with me, you will ask questions, there will be a discussion with me, every weekend. You can ask questions with me that how can this event cause a crash

, how can this event cause a crash, how can a crash happen in the market, the reaction to that event keeps happening in the market, the reaction to that happens in the market How to react to that, which sector consolidation is to be done, how is that sector consolidation to be done, which sector is going to come in consolidation phase, where is it going to come in capital flow phase, where is it going to come in capital flow phase Where is the capital flow going to come, so I have streamlined al

l these things, so I have streamlined all these things, so I have streamlined all these things, I have streamlined my thought process. Have Streamlined the Process Have Streamlined Your Thought Process Have Streamlined That Has Streamlined That Has Resulted Into Me Finding My Resulted Into Me Finding My Resulted Into Me Finding My Investment Framework and I Have Investments Framework And I've Investing Framework And I've Multiple Investment Framework Which Are Multiple Investment Framework Which

Are Multiple Investment Framework Which Are Getting Bored From Multiple Heroes Of Getting Bored From Multiple Heroes Of Investing From Buffett To Peter Lynch Investing From Varan Buffett to Peter Lynch Investing From Varan Buffett to Peter Lynch to Phil Fisher to Indian Heroes Also and Some of Them To Phil Fisher to Indian Heroes Also and Some of Them I Have Myself Developed Over My of Them I have myself developed over my of them I have myself developed over my investing journey of 10 years so

I invest journey of 10 years so I share each and every detail of what I know share each and every detail of What I Know Share Each and Every Detail of What I Know for Shore and in a Very Systematic Manner For shore and in a very systematic manner For shore and in a very systematic manner using a learning management system which is using a learning management system which is learn.com where you get a streamline is learn.com where you get A streamline is learn.com where you get to know in a stream

line manner that first you get to know the sector in the manner that first you get to see the sector then you have to see the stock then you have to see the management then the stock. Have to look at the management, then look at the stock, have to look at the management, whether to do MO analysis or not, have to see, whether to do MO analysis or not, and how to insure operating leverage and operating leverage. How to Insure Leverage and How to Insure Operating Leverage How to Get Multibagger Ret

urns How to Get Multibagger Returns How to Get Multibagger Returns Ultimately We All Are Fascinated with Multi Ultimately We All Are Fascinated with Multi Ultimate We All Are Fascinated with Multibagger Returns But You No there is a formula bagger return but you know there is a formula bagger return but you know there is a formula to do it and I have explained in a to do it and I have explained in a to do it and I have explained in a Video Also I Brief But In This Program Video Also I Brief But

In This Program Video Also I Brief But In This Program I Will Talk In Detail About Various Ways To I Will Talk In Detail About Various Ways To I Will Talk In Detail About Various Ways To To Find Multibagger Because I've Discovered To Find Multibagger Because I've Discovered To Find Multibagger Because I've Discovered Couple Of Ways And I Would Be Most Happy To Couple Of Ways And I Would Be Most Happy To Couple Of Ways And I Would Be Most Happy To Share It's with you so you're must welcome to sha

re it with you so you're must welcome to share it with you so you're must welcome to join my program which is starting in mid april You Can Book and Avail in Mid April You Can Book and Avail in Mid April You Can Book and Avail Discounts Let's Get in to the Video Discounts Let's Get in to the Video Discounts Let's Get in to the Video First of all, let's understand what a data center is. First of all, let us understand what a data center is. First of all, let us understand what a data center is. I

f a data center is a centralized facility, then a data center is a centralized facility that stores processes and facilities. That Stores Process and Facility That Stores Process and Manages Large Amount of Data Ch Support Manages Large Amount of Data Ch Support Digital Services and Business Operation Ch R Digital Services and Business Operation Operation is partly and mostly digital as well as partly and mostly digital as well as a high level of reliability and a high level of reliability and s

ecurity is also required so Data Security is Also Required So Data Security is Also Required So Data Center This Kind of Store House of Data Center This Kind of Store House of Data Center This Kind of Store House of Data Which is Reliable Which is Secured Which is Reliable Which is Secured Which Is reliable which is secured Which is technically empowered enough to take Which is technically empowered enough to take Which is technically empowered enough to take care of the demand of the customer S

o data care of the demand of the customer So data care of the demand of the Customer So Data Center Is A Collection Of Many Servers Rooms Center Is A Collection Of Many Servers Rooms Center Is A Collection Of Many Servers Rooms At One Place Where Server Rooms Are Mark At One Place Where Server Rooms Are Mark At One Place Where Server rooms may be marked for one, may not be for one, may not be for one, may not be for one, may not be for many companies, you can also use this data for many companie

s . You can also provide data as a service to many companies, so many You can also provide edge as a service, you can also provide many edge as a services, you can also provide many companies as clients, one company as a client, one company as a client, one company as a client, one company as a client, you can also own the entire data center. And it can also own the entire data center And it can also own the entire data center And it can be shared with multiple clients Can be shared with multipl

e clients Also so data center dozen has to be A Also So Data Center Dozen Have To Be A Also So Data Center Dozen Have To Be A Captive Data Center Why We Are Talking Captive Data Center Why We Are Talking Captive Data Center Why We Are Talking About Data Center There is a question in your mind about Data Center A question is coming in your mind about data center. A question is coming in your mind that suddenly 3 years ago there must have been some data or suddenly 3 years ago there must have been

some data or suddenly 3 years ago there was some data center. If I wasn't talking about the center then actually I wasn't talking about the center so actually when there was a shutdown in Covid, there was a lockdown, then in Covid, when there was a shutdown, there was a lockdown, then in Covid, when there was a shutdown, there was a lockdown, then most of The things became digital and the most of the things became digital and the most of the things became digital and the requirement of digital

service has become increasingly necessary. This last for three years during this last for three years so that's why due to this shutdown years so that's why due to this shutdown years so that's why due to this shutdown the government also used digital technology The government also used digital technology also used digital technology and in India in particular we did a lot and in India in particular we did a lot and in India in particular we did a lot of digital services came in fashion like all

digital services came in fashion like all digital services came in fashion like UPI Aadhaar And l so all these things led to UPI Aadhaar and l so all these things led to UPI Aadhar and l so all these things led to digitalization which led to a lot of digitalization which led to a lot of digitalization which led to a lot of businesses also becoming India Stack which is India's Businesses have also come to India Stack, which is India's tax tax. Because of that, there is a lot of tax tax. They hav

e come to it. Because of that, there is a lot of tax tax. They have come to that. Because of that, a huge demand has been generated for data. And the Internet has generated a huge demand for data. And the Internet has generated a huge demand for data. And the Internet has become so far the driver of data center. It's been so far the driver of the data center It's been so far the driver of the data center It's basically a digital transformation boost Has basically a digital transformation boost H

as basically a digital transformation boost has brought data center in the minds of bringing data center in the minds of bringing data Center in the Minds of Investors So Investors Have to See What Data Investors So Investors Have to See What Data Investors So Investors Have to See What is Data Center's Market What is India's Total Center's Market What is India's Total Center's Market What is the total market of India? What is the market size? What is the market size? What is the market? What is

the market size? Who are the market players? What are the market players? What are the market players? What are the market players in India? The biggest market player which is in India . The companies that are largely outside are the companies that are largely active in it. The companies that are largely outside are quite active in it like Honeywell Siemens IBM is quite active like Honeywell Siemens IBM is quite active like Honeywell Siemens IBM Dahua Technology Control S Bridge Data Dahua Tech

nology Control S Bridge Data Dahua Technology Control S Bridge Data Center Indian Atal Adani NTT GPX Center Indian Atal Adani NTT GPX Center Indian Atal Adani NTT GPX Electric and lots of companies Japanese Electric and lots of companies Japanese Electric and lots of companies Japanese company like Fuju Honeywell and all are also company like Fuju Honeywell and all are also company like Fuju Honeywell And all are also active in two India data center market so active in two India data center mark

et so active in two India data center market so this market is largely spread out in this market largely is spread out in Northern India more than 60 is still Northern India more than 60 is still Northern India more than 60 is still more part of India than some more part of India than some more than some Portion 25 at 30 is in Western Part and Portion at 25 30 is in Western part and Portion at 25 30 is in Western part and Large and South India and Eastern India Large and South India and Eastern

India Large and South India and Eastern India has little Representation in data center but there is little representation in data center but there is little representation in data center but this data center business it anchors around a this data center business it anchors around a this data center business it anchors around a metro city so that's why such distribution metro City, that's why there is such distribution. Metro City, that's why there is such distribution. Largely in 2021, whatever

I have captive. Largely in 2021, whatever I have captive . Largely in 2021, whatever I have talked about captive data centers. They were more and they talked about data centers. The mix of 6040 was expected to continue between Mix is ​​expected to continue between Mix is ​​expected to continue between Expected To Continue Between Captive As Well As Outsourced So Largely It Captive As Well As Outsourced So Largely It Is Going To Remain Captive Client Wala Is Going To Remain Captive Client Wala Is

Going To Remain Captive Client Wala Segment The client will have his own segment. The client will have his own segment. The client will have his own dedicated oil. The client will want to have his own dedicated oil . His Own Dedicated Oil Everybody Wants His Own Dedicated Refinery So This Logic Will Continue Going Refinery So This Logic Will Continue Going Refinery So This Logic Will Continue Going Forward Also So The Mix Of Captive Will Forward Also So The Mix Of Captive Will Forward Also So T

he Mix of Captive will remain higher than the outsourced data center Remain higher than the outsourced data center Remain higher than the outsourced data center India's installed capacity very much higher than India's installed capacity Very interestingly it has grown Here's a chart that 's grown interesting This is a chart that's grown interesting This is a chart that's going to explain to you How Powerful This Industry Is Going To Be This industry is going to be in 2018 This industry is going

to be in 2018 The capacity of India was in 2018 and was 190 MW The capacity of India was and was 190 MW The capacity of India was and was 190 MW Now I am the capacity of data center in MW Now I am telling you the capacity of data center in megawatts. Now I am telling you the capacity of data center in megawatts. Why am I telling you that it should naturally come in megawatts. Why am I telling you that it should naturally come in megawatts. So you are the one to understand. That this data is for

you so one to understand That this data is for you so one to understand That this data is center In this we are in data and in bytes Center is in this We are in data and in bytes Center is in this we are in data and in bytes Let's not discuss because inside data Let's not discuss because inside data Don't discuss because inside data Main thing is power and main thing of data center is power And main thing of data center is power and operating cost of data center Ka is more than 40 is power Opera

ting cost is more than 40 per is power Operating cost is more than 40 per is power so its capacity has to be nominal in a so its capacity has to be nominal in a so its capacity has to be nominal in a unit of power and power Unit of Kanju which is Unit of Power and Power Unit of Kanju which is Unit of Power and Power Unit of Kanju which is Megawatt which is Megawatts which is Megawatt which is Megawatts which is Megawatt which is Megawatt in terms 190 MW India's capacity which was 5 years from to

day was 190 MW in terms 5 years from today India's capacity which was 190 MW in 5 years from today India's capacity which was in today's date India's capacity which was in today's date India's capacity which was in today's date It has increased to around 780 MW. It has increased to around 780 MW. It has increased to around 780 MW. Which is a cagger of 35 but so it's off. Which is a cagger of 35 par so it's off which is a CAGR of 35 So it's of Sunrise Industry Which is expected to Sunrise Industr

y Which is expected to Sunrise Industry Which is expected to see Huge Investment I will come to see Huge Investment I will come to see Huge Investment I will come to the Investment Part But Let's First Try Investment Part But Let's First Try Investment Part But Let's First Try To Understand The Try To Understand This To Understand The Try To Understand This In Terms Of MW So From 780 Which In Terms Of MW So from 780 which in terms of MW So from 780 which was 4x So in the last six years we grew f

our times 4x So in the last six years we grew four times 4x So in the last six years we grew four times in capacity and this is four times growth In Capacity And This Is Guna Growth Kiya In Capacity And This Is Going To Be Double In Next Tooth Years More Going To Be Double In Next Tooth Years More Than Double So From 780 To Around 1700 Double So From 780 To Around 1700 Ka Dan Double So From 780 To Around 1700 Krysl's Estimate That Would Give Us A Krysl's Estimate That Would Give Us A Krysl's Est

imate That Would Give Us A Kager Of 30 And Venue Wise If we talk about 30 and venue wise If we talk about 30 and venue wise If we talk about 2900 crores venue was around f51 Then 2900 crores venue was around f51 So 2900 crores venue was around f51 Which is going to What is going to go to What is going to go to 19800 crore that is going to be the top 19800 crore that is going to be the top 19800 crore that is going to be the top line of data centers operating in the country Line of Data Centers O

perating in Country Line of Data Centers Operating in Country But if I talk in cost, then one data but if I talk in cost, then one data but if I talk in cost, then one data center 1 MW unit of data Center Center Data Center of 1 MW Unit Data Center Center The cost of setting up a data center of 1 MW unit is Rs 40 to 45 crores. The cost of setting up a data center is Rs 40 to 45 crores, which is a huge cost. So India is there, which is a very big cost. So India is there, which is a very big cost.

So in India, generally 15 to 20 MW. Generally 15 to 20 MW. 15 20 25 Generally 15 to 20 MW. 20 25 30 40 More than that MW Capacity 30 40 More than that MW Capacity 30 40 More than that MW Capacity is not being installed And so Capacity is not being installed And so Capacity is not being installed And so Cost is always high Cost is in two Cost is always high Cost is in two Cost is always high Cost is in two of 1000 crores So the total investment of 1000 crores So the total investment of 1000 cror

es So the total investment expected in This sector in next expected in this sector in next expected in this sector in next three years is going to be 46000 crores so three years is going to be 46000 crores so three years is going to be 46000 crores so this number of 46000 crores This number of Rs. 46000 crores is coming in this. This number of Rs. 46000 crores is coming in this. There are many beneficiaries out of this, we are talking about them. There are many beneficiaries from us about them T

here are many beneficiaries from us about them We talk about them that it will spread across many It 's Many That It Will Spread Across Many Many Many That It Will Spread Across Many Many Players So We'll Touch Upon That Also And Players So We'll Touch Upon That Also And Players So We'll Touch Upon That Also And Crisel has another estimator Today's Crisel has another estimator. Today's Crisel has another estimator that today if we take a view up to f5 28 then more than if we take a view up to f5

28 then more than if we take a view up to f5 28. Take more than 2000 MW 2100 MW 2000 MW 2100 MW 2000 MW 2100 MW is the requirement which is again giving us what is again giving us the requirement is which is again giving us a huge run away for data center based on a huge Run Away for Data Center Based A Huge Run Away for Data Center Based Businesses So What's the Driver What are Businesses So What 's the Driver What are Businesses So What's the Driver What are the Key Factors What's Driving the

Data What's Driving the Data Center Demand What's Driving the Data Center Demand The Number One Thing is the Rise of Center Demand The Number One Thing is the Rise of the Edge Comp What's the Edge Computing The Edge Comp What's the Edge Computing the Edge Edge Comp What is Edge Computing Edge Computing is Basically a Distributor Computing is Basically a Distributor Computing is Basically a Distributor Computing Paradigm that Brings Computing Paradigm that Brings Computing and Data Storage Close

r to the Computing and Data Storage Closer to the Computing and Data storage closure to the end user i.e. if you are a Microsoft end user i.e. if you are a Microsoft end user i.e. if you are a client of Microsoft you are a big business client you are a big business client you are a big business The business is supposed to be a steel and then there will be lag and then those things which are automated will lag and then those things which have been automated that will not work perfectly so have ha

ppened that will not work perfectly so have happened that will not work. Perfectly So In Order To Facilitate That Reduce That In Order To Facilitate That Reduce That In Order To Facilitate That Reduce That Latency Your Cloud Around The End User Your Cloud Latency Around The End User Your Cloud Server Should Be That Is Edge Computing Server Must have that is edge computing server must have that is edge computing this this edge computing actually helps this this edge computing actually helps this

this edge computing actually helps to improve performance and causes to improve performance and causes to improve performance and causes latency for applications that Requires Latency for Applications That Requires Latency for Applications That Requires Real Time Processing Second Thing Is The Real Time Processing Second Thing Is The Rise of Artificial Intelligence and Machines Rise of Artificial Intelligence and Machines Learning as I say AI and ML are Learning as I say AI and ML are Learning a

s I say AI and ML are Becoming Increasingly Important for Wide Becoming Increasingly Important for Wide Becoming Increasingly Important for Wide Range of Applications Including Range Range of Applications Including Ridge Range of Applications Including Facial Recognition Natural Language Facial Recognition Natural Language Facial Recognition Natural Language Processing and Fraud Detection This Will Processing and Fraud Detection This Will Drive the Demand for Data Centers That Can Drive the Dema

nd for Data Centers That Can Drive the Demand for Data Centers That Can Provide the High Performance Computing Provide the High Performance Computing Resources Needed to Run These Applications So Resources Needed to Run These Applications So Which We High Performance Data Activity of What we are moving towards is high performance data activity. So that's the adoption of blockchain technology. That's the adoption of blockchain technology that's also a kind of helping hand. Also a kind of a helpin

g hand when you collate a lot of data . You collate a lot of data on it and you operate something on it. If you operate something on it, then a transparency is generated in it. Just that transparency is generated. Just that transparency is generated . Just that transparency comes at a cost of use Transparency comes at a cost of use Transparency comes at a cost of use Interaction between various users and various interactions between various users and various machines Blockchain technology is als

o a Major Machines Blockchain technology is also a major machine Blockchain technology is also a major demand driver for data center Fourth is demand driver for data center Fourth is very important that rising digital Very important that rising As digital economy we are moving towards more economy as we are moving towards more economy as we are moving towards more digital payment like phone payment and industrial automation. What is happening is a lot of industrial automation . Companies are aut

omating the industrial All the companies are automating the industrial All the companies are automating the processes as well as smart gadgets The processes are simultaneously automating the processes as well as smart gadgets The usage of these is increasing in India The usage of these is increasing in India These requirements are increasing in India. These requirements are fueling the demand for Requirements are fueling the demand for Requirements are fueling the demand for data center and most

important number Data center and most important number Data center and most important number Five is very critical very Very Important Five is Very Crucial Started booming in India is because of Started booming in India is because of advent of 5G A higher speed in 5G A higher speed in 5G A higher speed in 5G A higher speed in 5G A higher speed in 5G By providing an environment to operate in 5G If the environment of providing telecom is providing the environment of telecom, then if it has been i

n it , then the flow of data in it will also be very fast and the flow of data of data will also be very fast and the flow of data of data will also be very fast. And the requirement of data is also going to increase very fast. The requirement is also going to increase very fast. The requirement is also going to increase very fast. Data traffic is going to increase, so that is why data traffic is going to increase, so that is why data traffic is going to increase, so that is why data. Centers ar

e required to grow rapid data centers are required to grow rapid data centers are required to grow rapid to cover up that requirement as well as to cover up that requirement and as well as to cover up that requirement and as well as to cover up that requirement and as well as those that are around the user. The requirement of being around the user is being demonstrated quite clearly in 5G because if you have a demonstrated It's happening because if you have a 5g connection and if your cloud is v

ery far away than you won't be able To utilize the benefits of 5g and 5g, there are many benefits of 5g and 5g . Benefits of 5G and 5G, a lot of technological innovation is happening in those things. Technological innovation is happening in those things . Technological innovation is happening in those things. For those things, you need a data center. For those things, you need a data center. The requirement to be government is the requirement to be government is the requirement to be government

is also not silent and that the demand is also not silent and that the demand is also not silent and that the demand is driver number six that government is driver number six that government is driver Number Six That Government has anticipated a boost in demand with the Anticipated a boost in demand with the Anticipated a boost in demand with the finalization of Data Protection Bill Data Finalization of Data Protection Bill Data Finalization of Data Protection Bill Data Center Policy So Data Pro

tection Bill Sage Center Policy So Data Protection Bill Sage Center Policy So Data Protection Bill Sage That If You Have To Maintain Data Of User Then That If You Have To Maintain Data Of User Then It Has To Remain In India for 80 75 par off it has to remain in India for 80 75 par off it has to remain in India for 80 75 par off your overall volume of data so if amazon2 states have offered tax break amazon2 states have offered tax break subsidies And Land Land At Discounted Subsidies And Land Lan

d At Discounted Subsidies And Land Land At Discounted Price Also Ministry Of Price Also Ministry Of Price Also Ministry Of Electronics And Information Technology Electronics And Information Technology Electronics And Information Technology Ma ne Data Center Ko Elite Into Ma has made the data center elite Into Ma has made the data center elite Into the status of infrastructure so the status of infrastructure so the status of infrastructure so due to the status of infrastructure becoming Due to ha

ving infrastructure status, their approval process which is fast becomes fast. Their approval process which is fast becomes fast because if it is in banking domain because if it is in banking domain if it is because if infrastructure is in banking domain. If you are lending to infrastructure. If you are lending to infrastructure, there are certain benefits with your bank. There are certain benefits with your bank. Enjoy so status of infrastructure given. Enjoy so status. Of infrastructure given

enjoyed so status of infrastructure given to data center is a major boost from to data center is a major boost from to data center is a major boost from financing point of view to this sector financing point of view to this sector View to this sector So let's break down the data center So let's break down the data center That so let's break down the data center How much does it cost 40 to 45 crores How much does it cost 40 to 45 crores How much does it cost 40 to 45 crore capex cost but MW has g

ot capex cost out of it but MW has got capex cost out of it but MW has got capex cost out of it Majority of the cost is not telecom Majority of the cost is not telecom Majority of the cost is not telecom Majority of the cost is not telecom Cost at 80 is electro mechanical Cost at 80 is electro mechanical Cost at 80 is electro mechanical in nature in that power and electrical Cost in nature in that power and electrical Cost in nature in that power and electrical cost is around 50 per So for examp

le Jan Set is around 50 per so for example Jan Set is around 50 per So for example Jan set which is at 8 Par cost Jan set is at 16 Par which is at 8 per cost Jan set is around 16 per which is at 8 par cost Jan set Ka Hai 16 Par Is Motor Cost Switch Guise 18 End Av Ac Chch Motor Cost Switch Guise 18 End Av Ac Chch Motor Cost Switch Guys 18 End Av Ac Chch Is Requirement For Culling And India Is Requirement For Culling And India Is Requirement For Culling And India India being a hot country here In

dia being a hot country here India being a hot country here The requirement of HPSC is very high and The requirement of HPSC is very high and the requirement of HPSC is very high and as well as around 16 per cent mechanical as well as around 16 per cent mechanical equipment is required overall which equipment is required. Overall which equipment is required then overall which is real estate and civil cost in the picture which is real estate and civil cost in the picture which is just 17 per end

racks and all R % so is just 17 per end racks And All R % So is Just 17 Par End Racks And All R % So Largely It's an Electro Mechanical Largely It's an Electro Mechanical Largely It's an Electro Mechanical Project Where the Cost is 70 to 80 Par Cost is Project Where the Cost is 70 to 80 Par Where the cost is 70 to 80 going to a company evolve in to going to a company evolve in to going to a company evolve in to electrical industries and to certain electrical industries and to certain electrical

industries and to certain extent mechanical industries so let's see Extant Mechanical Industries So Let's See Extant Mechanical Industries So Let's See The Plate Where Who All Will Benefit From This The Plate Where Who All Will Benefit From This The Plate Where Who All Will Benefit From This Data Center Capex First of all if I First of all, if I talk about Gen data center capex, first of all, if I talk about Gen set, where I talk about the largest set, where I talk about the largest set, where t

he largest market leader is less than others, the market leader is less than others. R Market Leader is Cumis Than Then R Caterpillars & MTU MTU Systems R Caterpillars & MTU MTU Systems R Caterpillars & MTU MTU Systems R Also Largest among Major Forces Motors Also Largest among Major Forces Motors Also Largest among Major Forces Motors Beneficiary is going To be Seamus AB and the beneficiary is going to be Seamus AB and the beneficiary is going to be Seamus AB and CG power will also come into th

e picture CG power will also come into the picture CG power will also come into the picture Switch gears to G Siemens G Siemens And AB Will Switch Gears G Siemens And AB Will Switch Gears And AB Will Benefit And If Y Move To The GIS Sub Benefit And If Y Move To The GIS Sub Benefit And If Y Move To The GIS Sub Station And I Basically Transformer Plus Station and it is basically Transformer Plus Station and it is basically Transformer Plus GIS which is to make electrical sub station GIS which is t

o make electrical sub station GIS which is to make electrical sub station, there are major players in it and there are major players in it. Major players in it are Nidar Electric Bharat Bijli & Volt Who are Electric Bharat Bijli & Volt Who are Basically Industrial Transformer Basically Industrial Transformer Basically Industrial Transformer Manufacturer So This is Industrial Manufacturer So This is Industrial Manufacturer So This is Industrial Application So These Will Definitely Benefit Applica

tion So These Will Definitely Benefit Application So These Will Definitely Benefit From Data Also MNC Like ABB From Data Also MNC Like ABB From Data Also MNC Like ABB Siemens De And Hitachi Of The World They Make Siemens De And Hitachi Of the World They Make Siemens They And Hitachi Of The World They Make GIS Sub Station And Techno Electric GIS Sub Station And Techno Electric GIS Sub Station And Techno Electric Also Make GIS Sub Station So These Also Make GIS Sub Station So These Also Make GIS S

ub Station Station So These Players Will Also Benefit From A Data Players Will Also Benefit From A Data Players Will Also Benefit From A Data Center Demand The Other Beneficiary Which Is Center Demand The Other Beneficiary Which Is Coming From Non Electrical Side Of the coming from non electrical side of the coming from non electrical side of the thing is AV AV AC stand for heating thing is AV AV AC stand for heating thing is AV AV AC stand for heating ventilation and air conditioning where blue

ventilation and air conditioning where blue Ventilation and Air Conditioning Where Blue Star is a very important company Which Star is a very important company Which can be looked that because AVSC is going Can be looked that because AVSC is going can be looked that because AVSC Is going to be a continuous requirement for data is going to be a continuous requirement for data is going to be a continuous requirement for data center if I talk towards civil cost center if I talk towards civil cost

center if I talk towards civil cost or Whatever civil structure and I do or whatever civil structure and I do or whatever civil structure and I will largely consume steel and cement will largely consume steel and cement will largely consume steel and cement will be consumed then ta steel and acc and will be consumed then If Ta Steel and ACC end consume then Ta Steel and ACC and Amoja and UltraTech of the world will Amoja and UltraTech of the world will Amoja and UltraTech of the world will benef

it from data center right so data benefit from data center right so data benefit from. Data Center Right So Data Center Demand is not just local it is Center Demand is not just local it is Center Demand is not just local it is coming from outside India and one of the coming from outside India and one of the coming from outside India and One of the very popular company now adage called India very popular company now adage called India very popular company now adage called India Now he told in his

fun call Now he told in his fun call Now he told in his fun call Now October 2023 The Data Center Computation in October 2023 The Data Center Computation in October 2023 The Data Center Computation division's revenue has tripled year on year The division's revenue has tripled year on year The data center computation's revenue has tripled year on year basis on because those are hyper scalers On the basis because those are hyper scalers On the basis because those who are hyper scalers like adb da

tchi with companies like Adia have datchi with companies like Adia have benefited but in India such companies are not benefited but in India such companies are not benefited but in India there are no such companies So This Is Hyper That's Which Makes GPUs So This Is Hyper That's Which Makes GPUs So This Hyper Scalers They Are Basically Cloud Providers Scalers They Are Basically Cloud Providers Scalers They Are Basically Cloud Providers They Are Building New Infrastructure And They Are Building N

ew Infrastructure and They Are Building New Infrastructure and Retrofitting Systems to Prepare for Retrofitting Systems to Prepare for Retrofitting Systems to Prepare for High Intensity Generative AI Workloads High Intensity Generative AI Workloads According to a Synergy Research Group To a Synergy Research Group According to a Synergy Research Group which is a prominent consulting company So much to do with the number of new data So much to do with the number of New data so much to do with the

number of new data centers So setting up these new data centers centers So setting up these new data centers centers So setting up these new data centers will not solve the problem actually the power The problem will not solve actually the power The problem will not be solved actually The power density of this data center has to be The density of this data center has to be The density of this data center has to be increased Power increased from the same data center More power increased than the

same data center More power output should come out so that because there should be output so that because there should be output so that because there Pe GPU R Deployed GPU R Graphical Pe GPU R Deployed GPU R Graphical Pe GPU R Deployed GPU R Graphical Processing Units Something Closer to We प्रोसेसिंग यूनिट्स समथिंग क्लोजर टू वी प्रोसेसिंग यूनिट्स समथिंग क्लोजर टू वी नो सीपीयूज सेंट्रल प्रोसेसिंग यूनिट उ नो सीपीयूज सेंट्रल प्रोसेसिंग यूनिट उ नो सीपीयूज सेंट्रल प्रोसेसिंग यूनिट उ उन्हीं के क्लोज

र कजिन है जीपीयू अ उन्हीं के क्लोजर कजिन है जीपीयू अ उन्हीं के क्लोजर कजिन है जीपीयू A graphical processor unit it the mix of Graphical Processor Unit It's The Mix Of Graphical Processor Unit It's The Mix Of Graphic Card Plus CPU As Graphic Card Plus CPU As Graphic Card Plus CPU As Demand For Video Increases As Netflix's Why We're Seeing A Huge netflix's Why We're Seeing a Huge Growth in Data Centers Big Growth in Data Centers Big Growth in Data Centers Big Growth in Data Centers Big Growth in D

ata Centers Data Centers Big Corporates Are Also Getting Impacted And Corporates Are Also Getting Impacted And Corporates Are Also Getting Impacted And Ts So they are also supplier of 5D telecom network So they are also supplier of 5D telecom network So they are supplier of 5d telecom network So they are also focusing on data center using also focusing on data center using also focusing on data center using H Computing and Ts Highlight the H Computing and Ts Highlight the H Computing and ts high

lights the importance of this data center to investor importance of this data center to investor importance of this data center to investor minds because company like reliance1 is a major beneficiary in their con reliance1 is a major beneficiary in their con In the calls he had just told that In late calls he had just told that in recent calls he had just told that orders from smart infrastructure orders from smart infrastructure business has grown at 30 per cent and they are largely business ha

s grown at 30 per cent and they are largely business Has grown on 30 and they are largely focusing on data centers for them What is the focus on data centers for them Focusing on data centers for them What is it that they are a very big problem That they are a very big electrical power house and they have multiple electrical power house and they have multiple electrical power house and they have multiple products which will get in to data products which will get in to data products which will ge

t in to data center for Example They Have Sub Sessions RM Center for Example They Have Sub Sessions RM Center for Example They Have Sub Sessions RM Use Low Voltage Panels Integrated Use Low Voltage Panels Integrated Use Low Voltage Panels Integrated Building Management Systems and Fire Building Management Systems and Fire Building Management Systems And fire protection system, so these four five protection systems, so these four five protection systems, so they have clubbed these four five servi

ces, they have clubbed the data services, they have started offering the data services by clubbing them, so they have started offering the center. Siemens is a clear beneficiary of data Siemens is a clear beneficiary of data Center Capex in one of the biggest Center Capex in one of the biggest Center Capex in one of the biggest Actually if we talk about other beneficiary If we talk about actually other beneficiary If we talk about actually other beneficiary If we talk about then call it a small

company then call it a small company then call it a small Company Called Exicom Which Recently Got Listed They Exicom Which Recently Got Listed They Make Energy Storage Solutions Which Are In Make Energy Storage Solutions Which Are In Make Energy Storage Solutions Which Are In To Mid Voltage Range Which Range Is 300 To To mid voltage range which range is 300 To to mid voltage range which range is 300 to 600 volts in most of their data centers 600 volts in most of their data centers 600 volts in

most of their data centers If there is application then there will be a tail wind in companies application If there is a tail wind in the companies application, there will be a tail wind in the companies which will also get the energy storage solutions which will also get the energy storage solutions which are operating in the energy storage solutions because of the operating in the data center because of data center We are operating in India because of data center demand and clear in their pres

entation this demand and clear in their presentation this demand and clear in their presentation this was also mentioned many of them which were 300 volt also mentioned many of them which were 300 volt also mentioned There were many of these which are 300 volt 26 100 volt energy storage batteries 26 100 volt energy storage batteries 26 100 volt energy storage batteries This has been deployed by many data This has been deployed by many data This has been deployed by Many Data Center Companies in

Calcutta Hyderabad Lucknow Center Companies in Calcutta Hyderabad Lucknow Center Companies in Calcutta Hyderabad Lucknow Gujarat You Can See for Yourself and They Have Gujarat You Can See for Yourself and They Have Gujarat You Can See for Yourself and They Have Good Clients Tell into this domain good clients tell into this domain good clients tell into this domain company like nextra data and bow and all company like nextra data and bow and all company like nextra data and bow and all aa the blu

e star as i said is Going to come there Blue Star as I said is going to come there Blue Star as I said is going to benefit because of AV AC demand and they have benefited because of AV AC demand and they have got their product So they are seeing good demand in Bengaluru . So they're seeing good demand in Bengaluru So they're seeing good demand in this and in their con calls they're saying this And in their con calls they're saying this And in their con calls they're saying that barring data cent

ers they're not finding That barring data center they're not finding That barring data center they're not finding they're finding a lot of competition except they're finding a lot of competition except in data centers where the subject is in data Center where the reason is in data center where there is any industry willing to pay premium also so there is no industry willing to pay premium also so there is no industry there So there you are, if there is no industry, then there you are, if the est

ablished player gets a little premium, the established player gets a little premium, then Blue Star is getting some, then Blue Star is getting. Blue Star is getting even premium margin in data center so premium margin in data center so premium margin in data center so they repeatedly in their con call they repeatedly in their con call they repeatedly in their con call The call highlights that the demand from the data center is highlighted that the demand from the data center is highlighted that

the demand from the data center continues to be healthy just to sum it up continues to be healthy just to sum it up continues to be Healthy Just to sum it up so data center is also aligned with easy theme so data center is also aligned with easy theme so data center is also aligned with easy theme because of which Microsoft and Oracle of the because of which Microsoft and Oracle of the because of which Microsoft And the Oracle of the World They are big companies and they are very cognizant about

their economic and social cognizant about their economic and social and Governance Responsibility And Ts And Governance Responsibility And Ts And Governance Responsibility And Ts Why They Want To Have Green Power So Why They Want To Have Green Power So Why They Want To Have Green Power So Renewable Power Has To Be The Source Of Power Renewable Power Has To be the source of power Renewable power has to be the source of power for all this data center and that's why there is for all this data cent

er and that's why there is a company called Techno Electric which is A company called Techno Electric which is a company called Techno Electric which is entering the data center which has Entering the data center, which has its own Green i.e. wind power setup, Entering the data center, which also has its own green, i.e., wind power setup, and they are experts in To electrical sub and they are expert in two electrical sub and they are expert in two electrical sub stations and high voltage transfo

rmer stations and high voltage transformer station and they are expert in setup. So he is also an expert in setup so he will clearly benefit from this kind of data center they have already started of data center they have already started of data center he has already started Working on it One of their plants is also operational Working on it One of their plants is also operational Working on it One of their plants is also about to be operational This is one company which is about to come This is

one company which is about to come This is one company which is coming Comes In To My Mind Which Can Benefit In To My Mind Which Can Benefit From Data Center Capex So That's All About From Data Center Capex So That's All About From Data Center Capex So That's All About Data Center and I hope you liked this video Data Center and I hope you liked this video Data Center and I hope you liked this video and if you liked this and if you liked this and if you liked If we keep making videos like this,

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