Vertical Data opens New Delhi office for India AI push

Vertical Data has opened an office in New Delhi, marking its entry into India's AI infrastructure market.

The office will serve as a base for the company's work in AI infrastructure, GPU financing and data centre development in the region. Vertical Data has launched with a two-person team, led by Ratan Kapoor and Dhanraj Misra, and plans to add staff.

Its India operation will focus on four areas: sovereign AI infrastructure programmes, enterprise GPU deployments, data centre development and work with neocloud operators. The local team has already built a pipeline of business with Indian and international cloud providers seeking AI hardware, GPU financing and managed services infrastructure.

India has become a key target for digital infrastructure investment as demand rises for data centre space and computing resources tied to artificial intelligence workloads. Market figures cited by Vertical Data point to rapid growth in the country's data centre sector over the coming decade.

Astute Analytica valued the Indian data centre market at USD $8.94 billion in 2025 and projected it to reach USD $31.36 billion by 2035. Nomura forecast that India's data centre capacity could rise to 9.2 GW by 2030, while The Tech Portal reported that the country is seeking to attract USD $200 billion in AI infrastructure spending, with USD $90 billion already committed.

That backdrop has drawn interest from hardware suppliers, cloud groups, infrastructure developers and specialist finance providers looking to support AI-related expansion. The sector is also attracting businesses seeking domestic computing resources as governments and enterprises place greater emphasis on local control over data and processing capacity.

Vertical Data describes itself as an AI infrastructure platform focused on developing and operating high-density data centres, and on financing and deploying GPU-based compute systems. Its business combines hardware procurement, structured financing, managed services and data centre ownership for enterprise, financial and government users.

India focus

The company's approach in India reflects a wider market trend: demand for AI computing is rising quickly, while financing and data centre capacity remain constrained. That gap has created an opening for firms that can combine capital with access to equipment and local project development.

Chief executive Deven Soni outlined the company's view of the market in a statement on the expansion.

"India is one of the most important AI infrastructure markets in the world. Sovereign programs, large enterprises and neocloud operators in the region need capital-efficient ways to deploy GPU infrastructure. Our combination of hardware, financing, managed services and data center development is built for that. Our local team lets us engage these opportunities directly and at the speed of the AI market," said Deven Soni, Chief Executive Officer, Vertical Data.

The reference to sovereign programmes highlights a central theme in AI infrastructure spending across several markets. Governments and public sector bodies are increasingly seeking domestic computing capacity for strategic and security reasons, while large private companies are also looking for access to advanced chips and local hosting arrangements.

India's position as a large technology market with a growing digital economy has made it a natural focus for those investments. At the same time, building data centres and GPU clusters requires substantial capital, long supply chains and local execution capacity, which can slow deployment if financing and infrastructure do not keep pace with demand.

Ratan Kapoor, part of the initial India team, said that imbalance is already evident in the market.

"Compute demand in India is growing faster than available domestic financing and data center capacity. We are building the team and our Indian operations to work with sovereign, enterprise and neocloud customers from a local perspective while applying cutting edge approaches to internationalised best practices in the AI infrastructure space," said Kapoor.

Local build-out

The New Delhi office gives Vertical Data a local base as it pursues customers in both the public and private sectors. Building a team in India may also help the company compete for projects where local relationships, regulatory understanding and on-the-ground delivery matter alongside access to hardware and funding.

More broadly, the announcement adds to evidence that international AI infrastructure firms see India as a key growth market for investment in data centres, compute capacity and related financing. The local team is pursuing sovereign AI infrastructure programmes, enterprise GPU deployments, data centre development and work with Indian neocloud operators.