What happened (reported estimate and direction)

Electricity demand from India’s AI data centres is projected to reach about 26.3 GW by 2031–32. The estimate is described as being based on official and industry assessments and is presented as nearly doubling an earlier government projection.

Background and earlier position

Earlier government projections used a lower forecast for AI data-centre power demand in planning assumptions. A higher forecast means India’s power-system planners would need to plan for larger electricity demand than previously assumed for similar planning horizons.

What changed now

The key change is the upward shift in the forecast level for AI data-centre electricity demand: about 26.3 GW by 2031–32. The estimate is framed as a driver of a power-supply constraint risk, alongside the need for stronger grid planning and investment.