In-depth financial analysis, market commentary, and expert perspectives from our senior editorial team.
Goldman Sachs’ India AI Enablers list is proprietary. NSE’s new Nifty AI Catalysts Index, launched six days before Goldman’s report, is free, public, and covers a lot of the same ground — 48 stocks across the wiring, power and infrastructure that AI runs on.
Press Insider reports that Goldman Sachs has spotted 42 Indian companies building the power, data centre and chip backbone that AI needs, up about 60% this year. Here is what it means, in plain words.
