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Sneha M Vasudeo

13th Jun · SEBI-Registered Analyst

India's Rapidly Expanding Digital Infrastructure

$RELIANCE continues to strengthen its position in India's digital infrastructure space. The company's recent 168 MW AI data centre lease highlights growing demand from AI and cloud service providers. With long-term contracts and recurring revenue streams, Reliance is well placed to benefit from the rapid expansion of India's data centre ecosystem. $ADANIENT is aggressively scaling up its data centre business as part of its broader infrastructure strategy. The company is investing heavily in hyperscale data centres and aims to capture a meaningful share of the growing demand for cloud computing, AI workloads and enterprise data storage. Its execution capabilities and access to infrastructure give it a strong platform for growth. Yotta Infrastructure remains focused on developing large-scale hyperscale data centre parks across India. As demand for AI computing, cloud services and data storage increases, Yotta is expected to benefit through its colocation and managed infrastructure offerings. The company's expansion plans make it an important player in India's evolving data centre landscape.

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