Indian Pipe Stocks Ride America’s AI Infrastructure Buildout

Artificial-intelligence data centres need a lot of electricity and cooling.

In the United States, some data-centre developers are pairing their facilities with gas-fired power plants.

Those plants need pipes to carry natural gas.

Data centres also need special pipes to move cooling fluids and steam.

Welspun Corp makes large pipes and has many orders connected to the US energy market.

DEE Development Engineers makes specialised pipes used in cooling systems and power equipment.

Both companies reported strong financial results and have sizeable order books.

However, their share prices have already risen sharply, so the article says investors should study the valuations and seek advice rather than treat the information as a recommendation.