Stocks to watch amid India’s AI-driven data-centre boom

According to Colliers India, India’s installed data-center capacity has expanded from 0.3 gigawatt (GW) in 2018 to 1.26 GW by April 2025. This was driven by a nearly 30-fold rise in data traffic since FY17, driven by smartphones, OTT platforms, digital payments, and e-commerce.

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