# AI infrastructure stocks — X 热门讨论 (2026-09-30 19:10 UTC)
## @StonkValue (Value Investing Edge) · 09-30 12:01 · ♥49 ↻6 💬3 Photonics sector could grow 900% by 2028, making photonics one of the biggest bottlenecks in the AI infrastructure buildout.
Top 10 photonics stocks to own:
1. $AXTI | Critical supplier of indium phosphide substrates. Q2 2026 revenue reached up 165% YoY. https://t.co/Xa743b3vo0 https://x.com/StonkValue/status/2105266660345053508
## @chartwhisp60202 (Chart Whisperer) · 09-30 06:32 · ♥30 ↻7 💬1 📊 DATA CENTRE & AI INFRASTRUCTURE STOCKS TO STUDY
🔶 DATA CENTRE VALUE CHAIN
1. Netweb Technologies 2. Anant Raj 3. HFCL 4. Black Box 5. Sterlite Technologies 6. RailTel Corporation of India 7. Syrma SGS Technology 8. Aimtron Electronics 9. MosChip Technologies 10. Merritronix 11. KRN Heat Exchanger 12. Shree Refrigerations 13. Quality Power Electrical Equipments 14. Schneider Electric Infrastructure 15. ABB India 16. Siemens India 17. Hitachi Energy India 18. CG Power & Industrial Solutions 19. BHEL 20. RR Kabel 21. KEI Industries 22. Polycab India 23. APAR Industries 24. Larsen & Toubro 25. Amber Enterprises 26. Orient Technologies 27. Bondada Engineering 28. Adani Energy Solutions 29. Power Grid Corporation of India 30. Tata Power
🔶 WHAT TO TRACK
→ Capacity expansion → Order book & execution → Customer additions → Technology capabilities → Revenue & earnings growth → Margins & cash-flow conversion → Data-centre exposure → Long-term industry demand
⚡ Data centres require much more than servers.
Power, transformers, cooling, cables, networking, EPC, electronics and digital infrastructure all form part of the broader ecosystem.
The opportunity may extend across the entire data-centre value chain.
No Recommendations. For study and research only.
#DataCentres #AI #DigitalInfrastructure #IndianStocks #StockMarket #Investing https://x.com/chartwhisp60202/status/2105183999715144176