India's data centre sector is experiencing explosive growth, fueled by surging demand for artificial intelligence (AI) , cloud computing, hyperscale infrastructure, and data sovereignty requirements. The market, valued at around USD 9-10 billion in 2025 , is projected to more than double to USD 22 billion by 2030 , with installed power capacity expected to rise from ~1.5 GW to 4-5 GW or higher. AI workloads are a major catalyst, demanding high-density computing, efficient power systems, advanced cooling, robust networking, and specialized infrastructure. This multi-layered theme offers opportunities across the value chain: power infrastructure , cooling solutions , networking & connectivity , high-performance computing (HPC) servers, and cloud service providers . Companies positioned in these segments stand to benefit from massive capex by hyperscalers, enterprises, and government-backed digital initiatives. Here are my high-conviction picks in the data centre theme, spa...
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