200% revenue growth, 14X profit: 2 niche stocks riding the global data centre boom

The rapid growth of artificial intelligence is driving new demand for data centre infrastructure. As companies deploy more powerful chips and expand computing capacity, server racks generate more heat than conventional air-cooling systems can handle efficiently.

This is pushing data centres towards liquid cooling solutions. At the same time, running these facilities around the clock is increasing demand for reliable, on-site power sources, including solid oxide fuel cells. This shift is creating new opportunities for Indian manufacturers supplying the global data centre industry.