The hidden AI play: 2 Indian stocks with Rs 44,500 cr in orders are riding the American AI buildout
- Posted on August 31, 2026
- By Financial Express
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- 1 min read
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The hidden AI play: 2 Indian stocks with Rs 44,500 cr in orders are riding the American AI buildout
AI’s next bottleneck may not be chips. It is power. As data centres race toward 200 GW of capacity, an unlikely group of companies is emerging as a key supplier to the infrastructure behind the AI boom.
