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Is China about to lose the US data centre fibre market? 2 Indian stocks stand to gain

Posted on August 12, 2026
By Financial Express
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1 min read

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Is China about to lose the US data centre fibre market? 2 Indian stocks stand to gain

AI is reshaping the US fibre market as data centres demand more connectivity and China faces rising restrictions. Could these two Indian suppliers emerge as the next beneficiaries?