Power emerges as top bet on AI boom, says Gautam Trivedi; stays away from IT
Gautam Trivedi, Co-Founder of Nepean Capital, is betting on the power sector as one of the most compelling long-term plays in India, linking it directly to the rise of artificial intelligence and data centre demand. “Power remains our favourite, great way to play AI, because there aren’t direct AI plays in India as yet,” he…
