Cables and cooling bring AI windfall to Indian suppliers
8 Articles
8 Articles
No chips, no models, no problem: Indian manufacturers strike gold in AI's infrastructure gold rush
At a bustling factory in western India, technicians work around the clock to turn glass into hair-thin fibre-optic strands destined for data centres powering the global artificial intelligence boom. India hosts nearly a fifth of the world's data, but accounts for less than five percent of global data-centre capacity -- leaving much room for growth.
Radio France Internationale
Cables and cooling bring AI windfall to Indian suppliers
Indian manufacturers are cashing in on the AI infrastructure buildout by supplying cables, power systems and cooling equipment -- even as investors worry the country is falling behind in the race to develop the technology. Analysts at Nomura describe it as a classic "picks and shovels" trade, a riff on how selling tools during a gold rush can earn people more than searching for the precious metal. For Ankit Agarwal, managing director of Sterlite…
For decades, Sterlite Technologies has occupied a small position in the telecoms market by producing cable. It has now entered another dimension, by debiting fiber optics per kilometre to feed...
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