New Delhi, Feb. 26 -- As global tech giants race to expand capacity in India, the National Investment and Infrastructure Fund (NIIF) is sharpening its strategy around the backbone of that growth-data centres powered by reliable, renewable energy. Through its second Master Fund, the quasi-sovereign investor is backing an integrated approach that links power sourcing with digital infrastructure, aiming to position itself for the country's long-term, AI-led demand surge.

"There are a lot of interdependencies between power reliability, grid reliability, renewable sourcing and data centres as a whole," Vinod Giri, managing partner-Master Fund at NIIF, told Mint. "That cross-sector perspective informed the design of the BOM campus from the out...