Vertical Data Inc., a company focused on AI infrastructure and GPU financing, has officially opened its new office in New Delhi, India. This expansion aims to leverage the significant growth potential in the Indian market for AI and data center development.
The Indian operations will be spearheaded by Ratan Kapoor and Dhanraj Misra, who form the initial two-person team. Vertical Data plans to recruit additional staff to bolster its efforts in addressing local market needs. This strategic move underscores the company's commitment to engaging with industries requiring robust AI infrastructure.
Astute Analytica reports that India’s data center market was valued at approximately $8.94 billion in 2025, with forecasts suggesting it could grow to $31.36 billion by 2035. This rapid development highlights the country's increasing demand for efficient data center solutions and GPU deployments.
The New Delhi office will focus on several key areas: sovereign AI infrastructure programs, enterprise GPU deployments, data center development, and partnerships with Indian neocloud operators. CEO Deven Soni emphasized the importance of these initiatives, noting that they align with the rising compute demand across various sectors in India.
Vertical Data aims to combine hardware procurement, structured financing, and managed services to create an integrated solution for its potential clients. This approach will enable the company to build long-term asset value while meeting the immediate needs of customers in the AI infrastructure market.
Vertical Data has opened a new office in New Delhi, signalling its commitment to expand within the rapidly growing Indian AI infrastructure market. This move positions the company to tap into various opportunity areas, including sovereign programs and enterprise GPU deployments.
India's data center market, valued at approximately $8.94 billion in 2025 and projected to reach $31.36 billion by 2035, presents substantial growth opportunities. This significant scalability aligns with Vertical Data's strategic focus on AI infrastructure, making it a potentially lucrative sector for the company.
The initial leadership for Vertical Data's Indian operations comprises Ratan Kapoor and Dhanraj Misra. Their local expertise is expected to enhance the company’s engagement with regional customers and accelerate the exploration of market opportunities.
Vertical Data is focusing on building a local team to address the specific needs of sovereign and enterprise customers, while pursuing innovative financing and development strategies tailored for the AI infrastructure landscape in India.
The demand for AI infrastructure in India is expected to grow significantly, driven by governmental and enterprise needs for efficient GPU deployment and data center capabilities. This trend suggests a robust market environment for Vertical Data.
The establishment of the New Delhi office indicates Vertical Data's strategic intent to localise their operations and better serve a fast-growing market, reflecting the company’s adaptive approach to responding to immediate market demands.
Financing plays a critical role in Vertical Data's business model by facilitating the deployment of GPU infrastructure while also building long-term asset value through owned infrastructure, which is essential for capitalising on growth opportunities.
Deven Soni's remarks underscore the importance of India in the global AI infrastructure market, highlighting the urgent need for innovative and capital-efficient solutions to meet the rising compute demands in the region.