Tuesday, 29 September 2026Updated 12m ago
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Goldman Sachs identifies 42 Indian stocks riding AI build-out

1 source · first seen 06:00 29 Sept · updated 06:00 29 Sept

The brief

Written from 1 report · check the source before you trade
  • Goldman Sachs identifies 42 Indian stocks as AI infrastructure enablers
  • AI infrastructure demand may benefit Indian electrical, industrial and technology suppliers

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AI133 todayInfrastructure39 todayGoldman Sachs7 today

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Part of a developing story5 updates over 4 days

India's AI infrastructure push

Finance Minister Nirmala Sitharaman urged greater investment in AI infrastructure and training, saying it could improve business productivity, and set a 10%+ growth target. She cited the startup ecosystem’s sharp scaling since 2015 as evidence of momentum; Goldman Sachs identified 42 AI enablers across power and data centres.

Tuesday, 29 September

  1. You are here
    Goldman Sachs identifies 42 Indian stocks riding AI build-out

Monday, 28 September

  1. India's AI enablers surge as data centre buildout gathers pace

Saturday, 26 September

  1. FM Nirmala Sitharaman sets 10%+ growth target, pushes back against suggestion on ‘missed AI bus’
  2. Next large investment should be in AI infrastructure, says Sitharaman
  3. AI, chips, quantum to drive India’s infra push: FM

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Read the reports

1 report · earliest 06:00
Economic TimesGoldman Sachs identifies 42 Indian stocks riding AI build-out06:00