AI infra capex surges 65% for Indian IT firms: Goldman

AI infra capex surges 65% for Indian IT firms: Goldman — Goldman Sachs reports a 65% surge in AI-related capital expenditure among India’s IT firms, dubbed 'AI Enablers'. This reflects strong confidence in AI-driven growth and digital transformation demand. Key players like TCS, Infosys, HCLTech, and Wipro are leading the investment wave.

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