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Cables and cooling bring AI windfall to Indian suppliers

At a bustling factory in western India, technicians work around the clock to turn glass into hair-thin fibre-optic strands destined for data centres powering the global artificial intelligence boom.

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rfi.fr

economictimes.indiatimes.com

malaymail.com

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AI · summaries

rfi.frStai leggendo11 g fa

Cables and cooling bring AI windfall to Indian suppliers

Indian cable and power suppliers capture hyperscaler contracts; Sterlite $1.1B deal drives 400% gain. India hosts 20% global data but 5% capacity; $57B hyperscaler capex incoming—the "picks and shovels" infrastructure supply chain bypasses domestic chip/AI model risk.

originale

economictimes.indiatimes.com11 g fa

No chips, no models, no problem: Indian manufacturers strike gold in AI's infrastructure gold rush

Indian suppliers Sterlite and HFCL cash AI infrastructure boom: Sterlite $1.1B order (+400% YTD), HFCL revenue doubled. "Picks and shovels" dynamic: supply-chain hardware captures AI value despite India's lack of competitive chips and models.

Cables and cooling bring AI windfall to Indian suppliers

Confronto fonti

Cables and cooling bring AI windfall to Indian suppliers

No chips, no models, no problem: Indian manufacturers strike gold in AI's infrastructure gold rush

Timeline cronologica

Cables and cooling bring AI windfall to Indian suppliers

No chips, no models, no problem: Indian manufacturers strike gold in AI's infrastructure gold rush

The AI gold rush is lifting India’s ‘picks and shovels’ companies

The AI gold rush is lifting India’s ‘picks and shovels’ companies