A Rs 5 lakh crore data centre play sparks a multibagger chase on D-Street. Where should investors look?

India's data center capacity is projected to quintuple by 2030, driven by surging internet traffic, AI adoption, and data localization. This expansion requires substantial investment, potentially reaching $30 billion in facility capex. While investor enthusiasm is high, challenges like power supply, rising tariffs, and execution risks need careful consideration for long-term success.