Infra, AC firms eye gains from India’s data centre investment boom

India’s data centre investment boom is creating major opportunities for infrastructure and air-conditioning companies such as Larsen & Toubro, LG Electronics India, Voltas and Blue Star. Driven by AI-led demand and multi-billion-dollar investments from global tech firms, data centre capacity and spending are set to rise sharply, boosting orders for construction, cooling and MEP solutions.
Bucephalus analysis
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