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Setting Up Data Centers In India: Assessing The Systemic Tailwinds & Possible Beneficiaries
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- Äas pĹidĂĄn 9. 07. 2024
- 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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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
Anant Raj is a great beneficiary for sure, they are also working with Adani and AWS
Is the symphony's large space venti cooling a good bet for this theme?
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
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
Adani Ent,Techno electric,Blue star ,Auruion pro , Schneider, Ahluwalia are beneficial apart from Anantraj,Exide, Kirloskar oil engines, Siemens, Hitachi,ABB, Cummins
Black Box
For data center location it's probably to buy the space not to lease
which companies will grow the most?
ABB, Siemens, Schneider
Black box
Netweb technology
Anant raj