Polycab's Power Surge: AI Fuels Cable Boom

India's data centre sector is exploding, thanks to AI and cloud growth. By 2030, investments could hit billions, with power needs skyrocketing. One AI rack uses 15 times more electricity than old servers. This boom demands top-notch cables for reliable power and data flow. Cable giants like Polycab are set to gain big. Polycab leads India's wires and cables market with a 26% share. Based in Mumbai since 1964, it runs 28 modern plants across Gujarat, Maharashtra and more. It makes everything from house wires to high-voltage power cables, plus fans, lights, switches and solar gear. Quality shines with ISO, BIS and global certifications. AI and data centres are rewiring Polycab's game. New hyperscale centres need extra high-voltage (EHV), medium (MV), low-voltage (LV) cables, plus optical fibre for fast data. Polycab showcased these at Chennai Cloud & Datacenter Convention 2025. Its solutions ensure efficiency, safety and zero downtime in hot, high-power setups. India's data capacity may reach 10 GW by 2035, eyeing $14.5 billion power infra spend. Government pushes data zones and digital push. Polycab fits perfectly with end-to-end gear: cables, trays, accessories and lights for mission-critical sites. In cables pillar of data ecosystem—alongside power firms like Tata Power—Polycab shines. It eyes EV charging, renewables too. Strong network of dealers boosts reach. With robust exports and new biz focus, Polycab powers India's digital leap. Stock trades at premium, market cap over ₹1.3 lakh crore. Revenue ₹28,000 Cr+, profit ₹2,700 Cr. Promoter hold 61%. Risks like copper prices exist, but growth story strong. Polycab turns AI hype into real wires win.