Power Transmission: The Forgotten AI Trade

Everyone is chasing AI, but few are talking about the infrastructure that powers it. India's rising electricity demand, data center expansion and renewable integration are driving a massive transmission buildout. The beneficiaries may not be flashy tech names, but grid and power infrastructure players. Recent market commentary continues to highlight electrification and transmission as long-term structural themes. Stocks like $POWERGRID ,$POWERINDIA , $ENRIN and $GVT&D could quietly compound as India's power backbone expands.