Tech

India’s technology and AI story through an investor’s lens: data centres, digital infrastructure and the companies building them.

Illustration of a person celebrating opening a glowing AI treasure chest, with text reading NSE Indices launches Nifty AI Catalysts Index — Now we can easily track India’s AI enablers

Analysis

India’s AI Treasure Map: 48 Stocks, One Free Index

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.

Jestin James Principal Officer And Analyst 2 weeks ago

India’s Hidden AI Story: The Companies Building the Backbone

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.

Jestin James Principal Officer And Analyst 3 weeks ago