What powers the AI you use daily
and who's building it in India?
The biggest infrastructure build-out in India's history is invisible to most investors. Not to you (anymore).
Every AI query, every chatbot answer, every cloud computation runs on a physical stack of infrastructure that most investors will never think about. Power grids. Cooling systems. Fibre networks. GPU farms. Data centres. Right now, ₹27 lakh crore is being poured into building this invisible stack across India.
Most investors will spend the next decade chasing the names everyone already knows. A few will own the infrastructure those names depend on.
Click any layer to see what you'll own.
Every data centre needs 24/7 uninterrupted power. India must add ~8,000 MW of new DC power capacity by 2030. The procurement cycle has barely started.
NVIDIA H100 racks consume 10–40kW each. Without industrial-grade cooling, hardware melts. India's domestic manufacturers are the only viable option at scale.
India's DC capacity must grow 10× in five years — from 900 MW to 9,000 MW. Hyperscalers are signing long-term agreements at premium rates. Demand is contracted.
India is the world's fastest fibre-rollout market. ₹1.39 lakh crore committed under BharatNet Phase III. Every new DC campus needs fibre infrastructure.
On-demand H100/A100 GPU compute. India's AI startup ecosystem is the 3rd largest globally, and GPU allocation remains globally constrained.
India is the #2 global ER&D destination at $45B+ annually. The ₹76,000 Cr ISM programme is catalysing domestic semiconductor design at unprecedented scale.
5.4 million IT professionals. 1,700+ Global Capability Centres. India captures 55% of global IT outsourcing — and that share is rising as AI work intensifies.
Geospatial AI, AI-native banking, and enterprise platforms that learn and improve automatically. Proprietary data moats that can't be replicated.
Buy the same 3 AI stocks everyone's talking about
Positions across 9 infrastructure layers most people don't know are publicly listed
Rely on screeners, broker tips, and social media
Proprietary ground-level research — direct management access and on-site due diligence
Manage their own exits and hope for the best
Dedicated wealth manager, active rebalancing, and real-time alerts — institutional-grade
First 30 days only — use code TECH20 at checkout for 20% off.
A curated basket of stocks reflecting a theme or strategy. Invest in 2 clicks through your existing broker — stocks land directly in your Demat account.
₹1,50,000. This ensures meaningful diversification across all 9 layers of the infrastructure stack.
20 brokers including Zerodha, Groww, Angel One, HDFC Securities, Kotak, Upstox, ICICI Direct, and more.
When our research team updates the portfolio, you'll receive a notification. Open your Green Portfolio webapp, review the suggested changes, and apply them in one click via your connected broker. You always have full control, so no trades happen without your approval.
The stock selection, weights, and rebalance timing are the core IP. Our team invests significant research hours including on-site due diligence for each portfolio. The subscription unlocks this proprietary work.
One insight from our research process, every week. Pure investment thinking — delivered free.
Your first insight lands in your inbox this week. Keep an eye out — it'll be worth the read.
"India is not a beneficiary of the AI supercycle.
India is becoming its infrastructure backbone."
Talk To An Expert