Data Centres: The AI Infrastructure Bet Nobody Is Tracking

India's data centre capacity could grow 3-5x by 2030 as AI adoption, cloud computing and data localisation drive massive infrastructure demand. Brokerage reports suggest players like Reliance and Adani are well positioned, but the bigger beneficiaries could be equipment and power infrastructure suppliers. Stocks such as $CGPOWER, $GVT&D, $SCHNEIDER and $ANANTRAJ may stay in focus as the sector enters a multi-year capex cycle.