India's IT Infra Leap: Data Centers, Cloud, AI & What's Next | A S Rajgopal (NxtGen)
Founder Thesis · 2025-06-27 · 2h 11m
Episode notes
"Each rack can deliver 2 crores of revenue versus 6 lakh rupees from data centers." This striking comparison from A.S. Rajgopal reveals why cloud services generate 10x more revenue per rack than traditional data center hosting - a fundamental shift that's reshaping India's digital infrastructure landscape. A.S. Rajgopal is the Managing Director & CEO of NxtGen Cloud Technologies, one of India's leading sovereign cloud providers. With nearly 30 years of corporate experience at Dell, Microsoft, and Reliance Communications, he built and led Reliance's enterprise division to over ₹1000 crores in revenue. Since founding NxtGen in 2012, he has grown it to serve 1000+ organizations with a 44% EBITDA margin and 24% year-on-year growth from existing customers alone. An alumnus of Kellogg and Yale executive programs, Rajgopal is now raising $400 million to build India's largest AI GPU infrastructure, positioning NxtGen at the forefront of India's digital sovereignty movement.
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