Friday, 31 July

Friday, 31 July2026

Selling the Shovels: Indian Manufacturers Win Big in the Global AI Boom

By TechShots Studio
Selling the Shovels: Indian Manufacturers Win Big in the Global AI Boom
While India lags in developing native AI chips and frontier models, its manufacturers are profiting heavily by supplying crucial data center infrastructure. Indian firms producing fiber-optic cables, power switchgear, transformers, and cooling systems—including Sterlite Technologies, HFCL, and TD Power Systems—are seeing record revenues and stock surges as tech giants rapidly expand data center capacity worldwide.

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