# AI infrastructure stocks — X 热门讨论 (2026-09-29 15:52 UTC)
## @TheAlpha10X (TheAlpha10X) · 09-29 13:11 · ♥56 ↻10 💬3 16 Top Class Stocks out of Goldman Sachs AI Enablers 🔥
Siemens Hitachi Energy India GE Vernova T&D India APAR Industries Kirloskar Oil Engines TD Power Systems MTAR Technologies Diamond Power Infrastructure Himadri Speciality Chemical Netweb Technologies CG Power Sansera Engineering Sterlite Technologies HFCL Craftsman Automation Syrma SGS Technology > 引用 @TheAlpha10X: Goldman Sachs’ 42 AI Enablers:
The Stocks Powering India’s AI Boom💥
Power Generation
1. Adani Green Energy 2. Tata Power 3. NTPC Green Energy 4. ACME Solar 5. Clean Max Enviro Energy
Power Transmission & Equipment
6. Power Grid Corporation 7. Adani Energy Solutions 8. KEC International 9. ABB India 10. Cummins India 11. Siemens 12. Hitachi Energy India 13. GE Vernova T&D India 14. APAR Industries 15. Kirloskar Oil Engines 16. Schneider Electric Infrastructure 17. TD Power Systems 18. MTAR Technologies 19. Diamond Power Infrastructure 20. Waaree Renewable Technologies
Semiconductors / Materials / Electronics
21. Gujarat Fluorochemicals 22. Navin Fluorine 23. Himadri Speciality Chemical 24. Netweb Technologies 25. CG Power 26. Waaree Energies 27. Sansera Engineering 28. Kaynes Technology 29. Paras Defence 30. Polycab India 31. KEI Industries 32. Sterlite Technologies 33. HFCL 34. Blue Star 35. Craftsman Automation 36. Syrma SGS Technology
Data Centres / Telecom / Infrastructure
37. Reliance Industries 38. Bharti Airtel 39. Larsen & Toubro 40. Adani Enterprises 41. Anant Raj 42. Brigade Enterprises
AI boom is therefore becoming a power + transmission + cooling + data-centre + semiconductor supply-chain story, not merely an IT/software story. https://x.com/TheAlpha10X/status/2104922049747824658