https://x.com/matiii/status/2021284366144451015?s=46
Threat to call 📞 centers and customer support is already here.
Threat to call 📞 centers and customer support is already here.
X (formerly Twitter)
Mati Staniszewski (@mati) on X
Passing the Turing test for voice agents.
We just shipped a major ElevenAgents update:
- Lower-latency, smoother turn-taking with new conversational model
- Expressive Mode for contextual emotio…
We just shipped a major ElevenAgents update:
- Lower-latency, smoother turn-taking with new conversational model
- Expressive Mode for contextual emotio…
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Seamless INR Deposits Withdrawls supported.
One platform for all.
Before using real money you can try a demo account with 10000$
Open a Demo or real account today
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India AI Infrastructure & Data Center Portfolio (2026-2028)
1. Netweb Technologies India (NETWEB)
Rationale: They are India's leading player in High-Performance Computing (HPC) and AI supercomputing. They design and manufacture the actual AI-ready servers and storage systems that data centers house.
Logic: As Indian enterprises look for "Sovereign AI" solutions to keep data local, Netweb is the primary indigenous hardware beneficiary.
Valuation Note: Trades at a premium P/E, but its "first-mover" advantage in AI hardware justifies the growth multiple.
2. E2E Networks (E2E)
Rationale: A niche hyperscaler that provides Cloud GPU infrastructure (NVIDIA H100/A100) specifically for AI/ML workloads. They are a core partner for the "IndiaAI Mission."
Logic: They provide the actual compute power that startups and developers need to train models. Their collaboration with L&T for data center space allows them to scale without heavy land Capex.
Valuation Note: Historically overvalued on P/E, but revenue growth is accelerating as GPU demand outstrips supply.
3. Larsen & Toubro (LT)
Rationale: The king of EPC (Engineering, Procurement, Construction). L&T is building the physical shells, electrical substations, and integrated infrastructure for massive hyperscale data centers across India.
Logic: No data center gets built without a massive engineering partner. L&T also recently launched its own "L&T Cloudfiniti" to enter the data center operator space.
Valuation Note: Fairly valued for a conglomerate, providing a "Value" anchor to the portfolio.
4. Anant Raj Ltd (ANANTRAJ)
Rationale: Originally a real estate firm, they have successfully pivoted to developing Tier-III and Tier-IV data center parks. They are converting existing IT parks in the Delhi-NCR region into high-density data centers.
Logic: Land and power connectivity are the biggest entry barriers. Anant Raj already owns the land and is rapidly converting it to 300MW+ potential capacity.
Valuation Note: Undervalued compared to pure-play tech, as the market is still pricing them partly as a "Real Estate" company.
5. Tata Power (TATAPOWER)
Rationale: AI data centers are "energy gluttons." Tata Power is the leader in providing integrated power solutions, including the 24/7 green energy (Solar + Wind + Hydro) that tech giants demand for their ESG goals.
Logic: They manage the entire value chain from generation to distribution, making them a one-stop-shop for powering the AI boom.
Valuation Note: Currently seeing a re-rating as they transition from thermal to 70% clean energy by 2030.
6. Power Grid Corporation (POWERGRID)
Rationale: The transmission backbone of India. To get massive amounts of electricity from renewable plants to data center clusters in Mumbai or Chennai, you need Power Grid’s high-voltage lines.
Logic: As a PSU, it offers a high dividend yield and steady growth. It is a "monopoly" play on India’s rising electricity consumption.
Valuation Note: Undervalued. It trades at a reasonable P/E and is a low-beta play for a volatile AI-themed portfolio.
7. Cummins India (CUMMINSIND)
Rationale: Data centers require "Five Nines" (99.999%) uptime. Cummins provides the high-capacity backup power generators (DG sets) that kick in if the grid fails.
Logic: Their engines are the industry standard for hyperscale data centers. As more centers go live, their recurring "service and maintenance" revenue also spikes.
Valuation Note: High-quality compounder; rarely "cheap," but offers excellent Return on Equity (ROE).
8. Voltas Ltd (VOLTAS)
Rationale: AI chips generate extreme heat. Voltas isn't just about home ACs; they have a major engineering division specializing in Precision Cooling and HVAC for industrial projects.
Logic: Liquid cooling and advanced HVAC systems are mandatory for data center thermal management. Voltas’s project execution capability makes them a key vendor.
Valuation Note: A hybrid play on consumer demand and industrial infrastructure expansion.
1. Netweb Technologies India (NETWEB)
Rationale: They are India's leading player in High-Performance Computing (HPC) and AI supercomputing. They design and manufacture the actual AI-ready servers and storage systems that data centers house.
Logic: As Indian enterprises look for "Sovereign AI" solutions to keep data local, Netweb is the primary indigenous hardware beneficiary.
Valuation Note: Trades at a premium P/E, but its "first-mover" advantage in AI hardware justifies the growth multiple.
2. E2E Networks (E2E)
Rationale: A niche hyperscaler that provides Cloud GPU infrastructure (NVIDIA H100/A100) specifically for AI/ML workloads. They are a core partner for the "IndiaAI Mission."
Logic: They provide the actual compute power that startups and developers need to train models. Their collaboration with L&T for data center space allows them to scale without heavy land Capex.
Valuation Note: Historically overvalued on P/E, but revenue growth is accelerating as GPU demand outstrips supply.
3. Larsen & Toubro (LT)
Rationale: The king of EPC (Engineering, Procurement, Construction). L&T is building the physical shells, electrical substations, and integrated infrastructure for massive hyperscale data centers across India.
Logic: No data center gets built without a massive engineering partner. L&T also recently launched its own "L&T Cloudfiniti" to enter the data center operator space.
Valuation Note: Fairly valued for a conglomerate, providing a "Value" anchor to the portfolio.
4. Anant Raj Ltd (ANANTRAJ)
Rationale: Originally a real estate firm, they have successfully pivoted to developing Tier-III and Tier-IV data center parks. They are converting existing IT parks in the Delhi-NCR region into high-density data centers.
Logic: Land and power connectivity are the biggest entry barriers. Anant Raj already owns the land and is rapidly converting it to 300MW+ potential capacity.
Valuation Note: Undervalued compared to pure-play tech, as the market is still pricing them partly as a "Real Estate" company.
5. Tata Power (TATAPOWER)
Rationale: AI data centers are "energy gluttons." Tata Power is the leader in providing integrated power solutions, including the 24/7 green energy (Solar + Wind + Hydro) that tech giants demand for their ESG goals.
Logic: They manage the entire value chain from generation to distribution, making them a one-stop-shop for powering the AI boom.
Valuation Note: Currently seeing a re-rating as they transition from thermal to 70% clean energy by 2030.
6. Power Grid Corporation (POWERGRID)
Rationale: The transmission backbone of India. To get massive amounts of electricity from renewable plants to data center clusters in Mumbai or Chennai, you need Power Grid’s high-voltage lines.
Logic: As a PSU, it offers a high dividend yield and steady growth. It is a "monopoly" play on India’s rising electricity consumption.
Valuation Note: Undervalued. It trades at a reasonable P/E and is a low-beta play for a volatile AI-themed portfolio.
7. Cummins India (CUMMINSIND)
Rationale: Data centers require "Five Nines" (99.999%) uptime. Cummins provides the high-capacity backup power generators (DG sets) that kick in if the grid fails.
Logic: Their engines are the industry standard for hyperscale data centers. As more centers go live, their recurring "service and maintenance" revenue also spikes.
Valuation Note: High-quality compounder; rarely "cheap," but offers excellent Return on Equity (ROE).
8. Voltas Ltd (VOLTAS)
Rationale: AI chips generate extreme heat. Voltas isn't just about home ACs; they have a major engineering division specializing in Precision Cooling and HVAC for industrial projects.
Logic: Liquid cooling and advanced HVAC systems are mandatory for data center thermal management. Voltas’s project execution capability makes them a key vendor.
Valuation Note: A hybrid play on consumer demand and industrial infrastructure expansion.
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The energy needed by AI Data centers will be fullfilled by nuclear power and NTPC can be biggest beneficiary.... BUY and HOLD
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52 week breakout in GRAPHITE
Seems time is coming for HEG as well
Seems time is coming for HEG as well
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COAL INDIA with dividend yield of 7% and ready for SPLIT and considering the energy demand looks very attractive at CMP and better than FD
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