While much of the global conversation around AI revolves around its impact on IT and how India still trails markets such as South Korea and Taiwan in direct exposure to AI and semiconductors, the country's rapidly expanding data centre industry is quietly creating opportunities in a less-discussed corner of the market.
Investors have already started pricing in that opportunity and HFCL, a manufacturer of optical fibre cables, has emerged as one of the biggest winners, with the stock rallying nearly 200% in just six months.
