COMPAMIR
High-Purity Fact Pipeline
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High-Purity Fact Pipeline
Indian industrial firms
India
June 5, 2026
"While Indian equity markets have lagged in pure AI software, industrial firms supplying data centers are seeing significant growth. Companies like Sterlite Technologies and MTAR Technologies are benefiting from the 'AI capex trade'. Global hyperscalers are investing billions in Indian cloud and AI infrastructure."