India drafts AI data-center export zones tied to renewable power

December 2, 2025 · Financial Times

India explored policy and tax treatment for AI compute clusters tied to renewables.

Export-oriented AI infrastructure policy could influence where hyperscalers place new compute.

India’s approach focuses on bundling fiscal incentives with long-duration power commitments.

If executed cleanly, the framework can attract new AI workloads without overloading urban grids.

The policy shows AI infra competition now includes energy-mix design at the national level.

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India explored policy and tax treatment for AI compute clusters tied to renewables.

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