India's AI enablers surge as data centre buildout gathers pace
Indian markets moved higher in an infrastructure development.
28 Sept 2026 · LiveMint Markets
India’s AI-linked infrastructure stocks have surged despite a weak equity market, with Goldman Sachs identifying 42 enablers across power, data centres and semiconductors as demand for AI infrastructure accelerates.
The analysis
Infra spending is both an economic-cycle signal and a direct order pipeline for capital-goods names.
Because the driver here is macro rather than company-specific, the read-through is to index-level positioning rather than to any single name — correlations tend to rise when the whole market faces the same signal.
Market context
- This is a market-wide development — its reach goes beyond any single stock.
- Sector exposure: Power.
- The immediate tone of coverage reads positive.
In this story
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