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

India's data centre industry is experiencing a multi-year growth phase, fueled by digitalization, cloud adoption, and AI demand. This surge is driving significant gains in companies linked to data centre infrastructure, power, and hardware, with analysts suggesting the rally has further room to run.

Raccontata daeconomictimes.indiatimes.comthehindubusinessline.com

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2 prospettive sulla stessa storia
AI · summaries
economictimes.indiatimes.comStai leggendo1 g fa

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.

originale
thehindubusinessline.com2 g fa

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

Nomura predicts a booming Indian datacentre industry, favoring CG Power and GE Vernova amid rising AI and digitalization demand.

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Timeline cronologica

  1. martedì 2 giugno 2026·economictimes.indiatimes.com

    Nomura names GE Vernova, CG Power, 4 others among top plays on India’s decadal data centre opportunity

    India's data centre industry is entering a rapid growth phase, driven by digitalisation, cloud adoption and AI demand, according to Nomura. The brokerage sees strong opportunities…

  2. martedì 2 giugno 2026·thehindubusinessline.com

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

    Nomura predicts a booming Indian datacentre industry, favoring CG Power and GE Vernova amid rising AI and digitalization demand.

  3. martedì 2 giugno 2026·economictimes.indiatimes.com

    AI will expand opportunities for Indian IT; luxury housing demand remains strong: BofA Securities

    AI presents significant new revenue streams for Indian IT services, despite job displacement concerns. Experts believe AI will expand beyond coding into business processes,…

  4. mercoledì 3 giugno 2026·economictimes.indiatimes.com

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

    India's data centre industry is experiencing a multi-year growth phase, fueled by digitalization, cloud adoption, and AI demand. This surge is driving significant gains in…

  5. mercoledì 3 giugno 2026·economictimes.indiatimes.com

    AI investment boom reshaping global capital flows, leaving India temporarily on the sidelines: Jonathan Garner

    Foreign investors are shifting capital from India to North Asian markets like South Korea and Taiwan, driven by the AI investment boom and extraordinary earnings growth. While…