McKinsey forecasts nearly $7 trillion in data-centre investment globally by 2030; Nvidia last week said it expects AI spending to remain robust for years.

Power constraints are driving significant double-digital growth for critical infrastructure vendors and their channel partners as AI data center construction accelerates.

As AI data centers demand more power and cooling, the companies supplying that critical infrastructure are already reporting significant growth.

India is set to gain significantly from the global AI data centre expansion. Demand for local cloud infrastructure and sovereign AI is driving this growth. Significant…