India's AI Data Centre Boom: Transformers Lead, Power Grid Follows in a 5GW Build-Out

Hyperscaler commitments topping $10B and India's push to quintuple data centre capacity by 2030 create layered infrastructure plays—transformer makers with 18-24 month order books offer the sharpest near-term earnings visibility.

bt-corporate · 6/30/2026, 11:01:32 AM · Ask about this →