Extracting the Gains: Why India Must Negotiate Harder in the Data Center Boom

The report does three things. It maps the market and policy drivers of the boom, including domestic demand, the GCC ecosystem, infrastructure status for data centers above 5 MW, a twenty-year tax holiday for foreign hyperscalers exporting their services, state-level incentive packages, and a dense maze of data localization rules. It then conducts a cost-benefit analysis that questions the dominant claims of technological sovereignty and broad economic gain. Finally, it argues that India must shift from investment facilitation to negotiated extraction, and lays out the concrete templates the government can put on the table: compute for academia, applied R&D testbeds, regional tech clusters, AI-based public service delivery, and a structured renewables and storage push.

VANTAGE | The Hormuz Test | May 2026

VANTAGE is CSDR’s periodic publication that examines active conflicts in real time, asks what they mean for the international order, and captures authoritative Indian perspectives on the consequences that matter most: global stability, regional balances of power, energy and trade, and India’s own strategic choices.

Unlocking India-Canada Bilateral Trade: A Provincial Framework for a Successful CEPA

Canada’s relationship with India is often told as a single national story. This report argues it is ten stories at once. It examines how Canada’s provinces, each with a distinct industrial base, resource endowment, and set of India-facing opportunities, are quietly driving one of the most consequential bilateral relationships of the coming decade.

VANTAGE: War in West Asia | April 2026

VANTAGE is CSDR’s periodic publication that examines active conflicts in real time, asks what they mean for the international order, and captures authoritative Indian perspectives on the consequences that matter most: global stability, regional balances of power, energy and trade, and India’s own strategic choices.

Power and Purpose: Indian Foreign Policy 2025

This report examines India’s foreign and security policy amid unprecedented geopolitical volatility in 2025. It analyzes India’s navigation of regional turbulence, recalibration of its technology strategy, defense reforms, and potential for cascading domestic reforms amid a deteriorating strategic environment.