Research Primers · Dart Consultants

India's AI Data-Centre Research

Three linked primers on the value chain feeding India's AI data centres — from chip design through server assembly and GPU cloud, down through the power, cooling, cabling and construction that keep it all running. Start with the unified view, or go straight to either half.

Companies covered35

Value-chain layers10

Primers3

Choose a Primer

Start with the unified view, or go straight to either half

Unified · 35 companies

India's AI Infrastructure Stack

The full value chain, wafer to substation — chip design, packaging, server assembly and GPU cloud, merged with power, cooling, cabling and construction into one continuous narrative and one ratings series. Start here for the complete picture.

Read the unified primer → Compute half · 15 companies

India's AI Compute Stack

Chip design, semiconductor packaging, server/AI-hardware assembly and GPU cloud — the chip-to- cluster value chain, and the fifteen listed companies building India's slice of it.

Read the compute-stack primer → Physical half · 20 companies

India's Data-Center Physical Infrastructure

Power equipment, backup power, cooling, cabling and civil/EPC construction — the physical half of the AI boom no GPU benchmark measures, and the twenty listed companies building it.

Read the physical-infrastructure primer →

Educational material only — not investment advice. Dart Consultants is not a SEBI-registered Investment Adviser or Research Analyst.