Nomura says these 2 companies are best placed to gain from India’s data centre investment cycle
- Posted on June 3, 2026
- By Financial Express
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- 1 min read
Nomura says these 2 companies are best placed to gain from India’s data centre investment cycle
Nomura sees India’s data centre industry emerging as a major infrastructure growth story, with AI, cloud adoption and digitalisation driving a $35 billion investment opportunity. The brokerage prefers CG Power and GE Vernova T&D India as key beneficiaries of rising demand for electrical and cooling infrastructure.
