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ETMarkets Smart Talk | Power, electricals and cooling could be biggest winners of India’s $25 billion data-centre boom: Atul Suri

India's data-centre expansion will drive significant investment in physical infrastructure. Power equipment and electricals are poised to benefit from this build-out. Cooling infrastructure and electronics manufacturing services also present key opportunities. This shift favors physical builders over traditional technology service providers. Investors should focus on strength and discipline amid this market rotation.

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Economic TimesLean R·8h ago
ETMarkets Smart Talk | Power, electricals and cooling could be biggest winners of India’s $25 billion data-centre boom: Atul Suri
India's data-centre expansion will drive significant investment in physical infrastructure. Power equipment and electricals are poised to benefit from this build-out. Cooling infrastructure and electronics manufacturing services also present key opportunities. This shift favors physical builders over traditional technology service providers. Investors should focus on strength and discipline amid this market rotation.
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ETMarkets Smart Talk | Power, electricals and cooling could be biggest winners of India’s $25 billion data-centre boom: Atul Suri

How 1 sources are covering this

ETMarkets Smart Talk | Power, electricals and cooling could be biggest winners of India’s $25 billion data-centre boom: Atul Suri

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