
印度一家准主权财富基金计划向数据中心及相关业务投资至多8亿美元,寻求在该领域扩张。此前该基金已吸引了数十亿美元的额外投资。
India’s quasi-sovereign wealth fund is planning to invest up to $800 million in data centers and related businesses, seeking to expand in the space after drawing billions in added investments.
印度国家投资与基础设施基金(NIIF)首席执行官桑吉夫·阿加瓦尔在接受彭博电视采访时表示,该基金旗下某一实体预计将吸引多达32亿美元的投资。他说,其中7亿至8亿美元将投向数据中心。
By Aryan Gupta, Saikat Das and Yvonne Man The National Investment and Infrastructure Fund is likely to draw as much as $3.2 billion in investments for one of its entities, Chief Executive Officer Sanjiv Aggarwal said in an interview with Bloomberg Television. Between $700 million to $800 million of that will go to data centers, he said.
阿加瓦尔表示,与此同时,NIIF计划在未来几个季度推出一只表现良好的私募信贷基金。
Meanwhile, NIIF is planning to launch a performing private credit fund in the next few quarters, he said.
NIIF由总理纳伦德拉·莫迪的政府于2015年设立,目前管理着约70亿美元的股权资本承诺,涵盖基础设施、私募市场、成长型股权和气候投资。该基金由印度政府以及淡马锡控股、阿布扎比投资局和澳大利亚退休金基金等全球投资者共同支持。
Set up by Prime Minister Narendra Modi’s government in 2015, NIIF now manages around $7 billion in equity capital commitments across infrastructure, private markets, growth equity and climate investments. It’s backed by the Indian government alongside global investors such as Temasek Holdings Pte, Abu Dhabi Investment Authority and AustralianSuper Pty.
随着全球对人工智能算力容量的需求加速增长,印度一直寻求巩固其作为数据中心枢纽的地位。毕马威的一份报告显示,到2035财年,印度数据中心价值链上可能涌现约900亿美元的投资机会,范围将超出产能扩张,延伸至相关基础设施和服务。
As global demand for AI computing capacity has accelerated, India has sought to strengthen its position as a data center hub. An estimated $90 billion investment opportunity could emerge across India’s data center value chain by fiscal year 2035, extending beyond capacity additions into related infrastructure and services, according to a KPMG report.
“数据中心是一个新兴领域。它正受到我们的高度关注,”阿加瓦尔说。“印度基础设施一直是国际投资者非常有吸引力的投资领域。”全球投资者已向印度的道路、可再生能源、仓库和数据中心投入了数十亿美元,与政府的基建推动形成互补。
“Data centers is a new emerging side. It is getting a lot of attention from us,” Aggarwal said. “Indian infrastructure has been a very attractive area of investment for international investors.”Global investors have poured billions of dollars into Indian roads, renewable energy, warehouses and data centers, complementing a government infrastructure push.
阿加瓦尔补充说,NIIF计划在未来12至18个月内将其管理资产规模扩大至100亿美元。
NIIF plans to expand its assets under management to $10 billion in the next 12 to 18 months, added Aggarwal.
这些投资是在印度加大基础设施支出以支持经济增长、并争取长期全球资本投入清洁能源、交通和数字基础设施等领域之际进行的。NIIF已成为将主权财富和养老基金资金注入这些项目的重要渠道。
The investments come as India ramps up infrastructure spending to support economic growth and courts long-term global capital for sectors ranging from clean energy and transport to digital infrastructure. NIIF has emerged as a key vehicle for channeling sovereign wealth and pension-fund money into those projects.
该财富基金目前在基础设施、气候、私募市场和成长型股权四个策略下拥有资产。
The wealth fund currently has assets across four strategies including infrastructure, climate, private markets and growth equity.