Data Centres: The AI Infrastructure Story Nobody Is Tracking

While the market is busy debating IT services, a much bigger AI theme is quietly taking shape: data centres. India's data centre capacity is expected to cross 3 GW by 2028, driven by hyperscalers, cloud adoption, and AI workloads. This isn't just a tech story. It's an infrastructure story. Companies linked to this theme include $LT, $RAILTEL, $TECHNOE, $BBOX and other digital infrastructure players that could benefit from the next wave of AI-led capex.