Powering the AI revolution: A Rs 200 lakh crore opportunity for capital markets

Indias AI revolution will rely less on code and more on massive infrastructure—power, fibre, cooling, chips, data centres and long-term capital. With a ₹200 lakh crore investment opportunity ahead, Indias maturing capital markets, REITs, InvITs and global investor appetite position the country to finance this next big private-sector-led buildout.