Setting Up Data Centers In India: Assessing The Systemic Tailwinds & Possible Beneficiaries

On CNBC-TV18 | Govt plans to set-up domestic data storing hubs. How huge is the opportunity and who will be the beneficiaries? Sunil Gupta, Yotta Infrastructure & Harshit Kapadia of Elara Capital discuss with Prashant Nair, Reema Tendulkar and Nigel D'Souza.
#datacenters #datacenteropportunity #indiadatacenters #cnbctv18 #businessnews #businessnewstoday #businessnewsinenglish #sharemarkettoday
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[@creativewidth9123]

One of the listed players is anant raj, they have announced a capacity of 300MW in next 5 years, this year they are planning to add 21MW

[@satyamsaboo156]

Anant Raj is a great beneficiary for sure, they are also working with Adani and AWS

[@josethomas112]

Is the symphony's large space venti cooling a good bet for this theme?

[@PHALANGE1931]

I am a complete ignorant in this space, but it sounds funny bcoz i thought symphony only provided cooling products only for domestic applications like refrigerator and Air conditioners

[@acmkamos]

smci and vertiv have already established this with nvidia. not sure what sunil is saying when he says nvidia hasnt certified cooling tech for their gpus

[@anilpudota290]

Adani Ent,Techno electric,Blue star ,Auruion pro , Schneider, Ahluwalia are beneficial apart from Anantraj,Exide, Kirloskar oil engines, Siemens, Hitachi,ABB, Cummins

[@venkatareddyjanga3348]

Black Box

[@prudhvirajsatyavarapu5801]

For data center location it's probably to buy the space not to lease

[@tattvamasee]

which companies will grow the most?

[@Brobonding2]

ABB, Siemens, Schneider

[@venkatareddyjanga3348]

Black box

[@vikaskumarsahu2298]

Netweb technology

[@ajinkyagauns2280]

Anant raj