印度资料中心六年扩逾3倍、2030年上看8GW，宏碁旗下安图斯(7875-TW)抢攻AI基建商机

2026-11-01 12:17:15 网络阅读（68）
2026年09月17日（优分析／产业数据中心报导）⸺ 印度资料中心已安装电力容量由2020年约375MW，增加至2026年8月的1.57GW，预计2030年将进一步逼近8GW，相当于未来4年仍有超过4倍的扩张空间。
资金也加速进场。目前印度资料中心已有近700亿美元投资正在进行，另有900亿美元计划已经宣布，印度政府则在2022至2023财年预算中将资料中心纳入基础建设范畴，提高业者取得融资的机会；2026至2027财年预算进一步对符合资格、使用印度境内资料中心基础设施的外国云端服务供应商提供至2047年的租税优惠。
AI成为推升资料中心需求的重要动能。印度政府正在推动IndiaAI Mission，预算规模达1,037.192亿卢比；2026年7月核准的第二阶段Semicon India Programme规模更达1.275兆卢比。此外，电子零组件制造计划（Electronics Components Manufacturing Scheme）预算也由2,200亿卢比提高至4,000亿卢比，并透过IT Hardware PLI Scheme 2.0强化伺服器等设备的本土制造能力。
台湾伺服器业者也开始抢进印度AI基础建设商机，其中宏碁Acer(2353-TW)旗下安图斯Altos(7875-TW)已将印度列为「6+1」重点市场。
不同于直接竞逐大型云端服务商(CSP)的超大规模资料中心订单，安图斯主要锁定政府、教育、医疗、金融与制造等需要在地部署运算资源的客户，并从伺服器硬体供应进一步延伸至AI与高效能运算(HPC)软硬体整合方案。
2025年安图斯亚太市场营收达15.22亿元，占整体营收77.08%，远高于欧美的13.76%及台湾的9.16%。依IDC资料，2025年宏碁集团安图斯伺服器在印度出货量排名第五，显示公司在当地已有一定市场基础，而非从零开始切入。
配合印度推动本土电子与伺服器制造，安图斯已在当地推出「印度制造」AI伺服器，以Altos BrainSphere R300 AI系列为核心进行在地生产，希望透过当地供应链缩短交期并提高技术支援效率。
安图斯的另一项切入点则是私有AI。公司自行开发Altos aiWorks运算管理平台及Altos aiGeni开发部署平台，并与Arinox.ai合作CommandCore私有AI解决方案，透过企业级硬体与气隙网路架构，锁定政府及企业对资料主权、资讯安全与AI在地部署的需求。硬体方面，产品已涵盖搭载8颗NVIDIA Blackwell GPU的R880 F7，以及支援8颗RTX 6000 Blackwell或H200的R785 F6等AI伺服器。
※ 本文经「优分析」授权转载，原文出处:原文连结
※ 免责声明：文中所提的个股、基金、期货商品内容仅供参考，并非投资建议，投资人应独立判断，审慎评估风险。
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