Nomura bets on India datacentre boom, CG Power, GE Vernova among top picks

AI, data centre boom powers these 9 stocks up to 477% in 2026. Can you still join the party?

India's data centre capacity surges 29% CAGR to 1.6 GW; stocks like Sterlite Tech (+488%) rally on $1B hyperscaler orders. Local makers export transformers/cables to US/Europe, capturing 15-20% capex—India becomes critical supply node for AI infrastructure.