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CoreWeave leases 240MW in Navi Mumbai to put Vera Rubin GPUs in India from mid-2028
CoreWeave is leasing 240MW from AdaniConneX in Navi Mumbai for its first India data centres, with the first phase due in mid-2028. Teams that must keep AI work in India get a 2028 supplier to plan around, though reports differ on how far the site can grow.
The Product Desk
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What happened
- CoreWeave will be the only tenant across all three 80MW buildings on AdaniConneX's Taloja campus.
- The company plans to install Nvidia's Vera Rubin platform there for training, inference, reasoning and AI agent workloads.
- Bloomberg reported the investment will reach multiple billions of dollars over the project's life, a figure CoreWeave's own statement did not give.
- India is CoreWeave's second market in Asia, following the Indonesian data centre projects it announced in August.
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Why it matters
- constraint Only the first phase has a date. The rest comes online in later phases, so a team cannot yet schedule work against the full 240MW.
- exposure As sole tenant, CoreWeave alone carries the demand risk on 240MW, about 5.7% of its 4.2GW of contracted power, in a country where it has never run a data centre.
- contradiction A buyer sizing a long-term India plan cannot tell from the coverage whether the Taloja campus tops out at 480MW or 580MW.
- decision Teams can start building on Vera Rubin NVL72 in CoreWeave's current cloud now and choose an Indian location once the Navi Mumbai phases have firm dates.
Picture an AI team in India renting CoreWeave GPUs this quarter. Those GPUs sit in another country, because CoreWeave has never had a data centre in India [1]. Chief executive Mike Intrator said last month that the company is "largely sold out" of capacity, Bloomberg reported [14]. The Navi Mumbai lease gives that team a local option, starting roughly 20 months after the October 6 announcement [2][3][24].
The pitch came from Sachin Jain, CoreWeave's chief operating officer. "We are investing in the infrastructure, technology, and local presence needed to support that growth, bringing 240MW of capacity, Nvidia Vera Rubin, and CoreWeave's expertise to customers building and scaling AI in India," Jain said [9]. What is actually under way, per the company, is a lease plus an Indian office and local hiring [11]. CoreWeave linked the investment to the government's IndiaAI Mission [11].
Measured against India, the lease is large. Its 240MW is about 11% of the 2.2GW of operational capacity the country built over three decades [15][23]. Wood Mackenzie forecasts 12GW by 2030 [15]. It also projects AI-specific capacity to grow almost 24-fold to 6.5GW [16]. Working back from that multiple puts today's AI-specific base near 270MW, close to the size of this single lease [22].
The reports give different figures for how far the campus can grow. TNW reported an option to add up to another 240MW [6]. DatacenterDynamics described the option as doubling capacity, for a potential total of 580MW [7]. Doubling 240MW gives 480MW, leaving 100MW between the two accounts [20].
AdaniConneX, a 50:50 joint venture of Adani Enterprises and EdgeConneX [4], is also one of the companies working on Google's India AI hub. The Guardian reported that hub has been cleared for 2.51GW [18]. Adani said early this year that it was targeting 5GW of data centre capacity in India [19].
In my view Navi Mumbai belongs in a capacity plan as a 2028 line item. The trade-off is planning around a site with one dated phase and an expansion figure the two reports disagree on [3][20]. Two questions sort the rest. First, whether the workload has to run inside India under rules or contracts the team already lives with. Second, whether it can wait for mid-2028 and a phased ramp.
A workload that must stay in India and can wait goes on the Navi Mumbai shortlist. Phase dates and the option size are the first things to get from CoreWeave in writing. One that must stay and cannot wait gets nothing from this lease, and its choices are limited to the 2.2GW already operating [15]. Work that can run anywhere and can wait gains one more region to compare on price. For work that can run anywhere and cannot wait, the plan stays as it was.
What to watch
- A CoreWeave statement on whether the Taloja option adds 240MW or more, settling the gap between the 480MW and 580MW totals.
- Published pricing or a named anchor customer for the Navi Mumbai capacity.
- Dates for the phases after the first, and any slip in the mid-2028 target for phase one.