Indian AI infrastructure stocks surge in 2026
Indian companies supplying infrastructure for artificial intelligence have surged this year despite a broader market downturn. Firms making optical fibres, power equipment, and data centre components attract foreign investment.
Xurve View
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Xurve View
A handful of India stocks linked to the artificial intelligence supply chain surged this year while the broader market dropped 13%. That decline puts the benchmark index on track for its worst performance since 2011. The scarcity of direct AI beneficiaries in the domestic market concentrated investor buying power into infrastructure suppliers. Foreign investors sold $32.52 billion of Indian equities this year due to valuation concerns and a lack of advanced chipmakers comparable to peers in South Korea and Taiwan
