HFCL, Polycab India among 7 companies that are Goldman Sachs’ AI enablers. See full list
A infrastructure development with market-wide reach.
· ET Stocks, Economic Times Markets
Goldman Sachs has identified seven Indian companies as AI enablers, citing their role in supporting power, data centre and semiconductor infrastructure amid rising demand from the global AI build-out.
The analysis
Infra spending is both an economic-cycle signal and a direct order pipeline for capital-goods names.
Market context
- Sector exposure: Power.
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