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AI and hyperscaler demand will drive India’s next infrastructure boom Data centres. Massive capex cycle underway in India The full value chain powe...

Published Feb 23, 2026Updated Feb 23, 20263 min read

AI and hyperscaler demand will drive India’s next infrastructure boom Data centres. Massive capex cycle underway in India

The full value chain powering India’s digital + AI boom

Server / IT Infra
Netweb Technologies, Black Box, STL, HCL Tech, Redington


Physical Infra
AnantRaj, DLF, Brigade Enterprises, L&T, TLA Hinjawadi


EPC

Orient Technologies, Unified Data-Tech

MV Power Distribution GE Vernova, ABB, Hitachi Energy, Siemens, Schneider Electric

Backup Power
Kirloskar Pneumatic, Greaves Cotton

Cloud Services
TCS, Tata Communications, Sify Technologies

Power & Grid
Adani Energy Solutions, Tata Power, Techno Electric

LV Wires & Cables
KEI Industries, Polycab India, Schneider, Havells India

Connectivity
Bharti Airtel, Reliance Jio, RailTel Corporation

Security Systems
Quick Heal, SecurKCO, SecureKnight, Unified Data-Tech

HVAC Solutions
Kirloskar Pneumatic, Voltas, Blue Star, Trane Technologies, Exide Industries

Building Automation
Honeywell, Johnson Controls, Hitachi

UPS Systems
Amara Raja Energy, HBL Power, Exide Industries

Massive capex cycle underway in India