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Data centre demand to outstrip supply as AI usage grows, say experts

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Data centre demand to outstrip supply as AI usage grows, say experts

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Data centre demand to outstrip supply as AI usage grows, say experts

NTT Data and Brookfield executives expect strong data centre demand amid rising AI adoption, but warn that power infrastructure, skilled talent and capacity constraints pose challenges

Data centre infrastructure is expanding to meet rising demand for AI computing capacity

Aashish Aryan New Delhi 3 min read Last Updated : Oct 13 2026 | 9:04 PM IST

Electricity grid capacity, energy storage and conversion, and the talent needed to run data centres remain the biggest bottlenecks to expanding data centres globally and in India, Abhijit Dubey, president and chief executive officer (CEO) of NTT Data, said on Tuesday.

“The biggest bottleneck nobody talks about is the hidden bottleneck of talent. So, if you think about electricians, skilled technicians, design, construction... their compensation today is more than most of the white-collar jobs,” Dubey said at the Bloomberg New Economy Forum 2026 here.

There was, however, no dearth of demand for new data centres or even the capital to invest in the sector, he said.

The narrative of the demand for artificial intelligence (AI), the compute, capacity, the energy and supply chain for AI being fragile is misplaced, and not connected to ground realities, said Connor Teskey, the CEO of Brookfield Asset Management.

“We hear about a more efficient model, and people worry about the demand picture, or we hear about one data centre being released and people worry about the demand picture.


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