← Top stories
Expansion▲ Bullish for Indian equities
India's AI enablers surge as data centre buildout gathers pace
The brief
- India’s AI-linked infrastructure stocks surged despite a weak equity market
- Goldman Sachs identified 42 enablers across power and data centres
- The buildout puts Indian power and data-centre companies in focus
- Stanford dorm to $4trillion co: Google's 28th bday
- Costco just reported strong earnings. Goldman Sachs sees a sharp move higher for the stock
- Goldman Sachs buys stake in Firstcry brand parent owner Brainbees Solutions | Check price, quantity traded
- Goldman Sachs is underweight hyperscalers on debt supply surge
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.
Monday, 28 September
- India's AI enablers surge as data centre buildout gathers pace