# A new report by Morgan Stanley argues that rising global uncertainty is likely to accelerate India’s push toward domestic manufacturing, defence indigenisation, energy diversification and digital infrastructure expansion.

*business · news · 2026-05-03 · Business Today*

## Key points

- Morgan Stanley estimates India could attract an additional $800 billion in investments over the next five years.
- India targets 100 million tonnes of coal gasification capacity by 2030 to reduce hydrocarbon imports.
- Installed data centre capacity in India is projected to rise from 1.8 GW to 10.5 GW by FY2031.
- The government plans to scale nuclear power from 8.2 GW to 22 GW by FY2032 and 100 GW by 2047.
- Defence procurement is expected to reach 75% domestic sourcing, underpinned by Make in India policies.

**Companies:** Microsoft, AWS, Google, Adani, Reliance, TCS
**Countries:** India

[Read the full story on Business Today](https://www.businesstoday.in/latest/economy/story/indias-next-big-capex-wave-morgan-stanley-sees-800-billion-investment-surge-amid-west-asia-war-528961-2026-05-03)

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