A $700 Billion AI Infrastructure Bet: Where the Money Goes and What Could Go Wrong
by Siddharth Singh Bhaisora5 min read
Siddharth Singh Bhaisora
Chief Marketing & Growth Officer | Wright Research
US hyperscalers will spend $700bn on AI infrastructure in 2026, consuming 92% of operating cash flow. Will the AI bet pay out for these hyperscalers? Read more.
10 May 2026
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Best Capital Goods and Infrastructure Stocks in India
by Siddharth Singh Bhaisora5 min read
Siddharth Singh Bhaisora
Chief Marketing & Growth Officer | Wright Research
Wondering which infrastructure stocks to buy in 2026? Explore the best capital goods stocks in India across roads, railways, power and ports.
05 May 2026
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India's Digital Infrastructure Supercycle: How Data Centres Are Reshaping Demand for Power
by Siddharth Singh Bhaisora5 min read
Siddharth Singh Bhaisora
Chief Marketing & Growth Officer | Wright Research
Power Grid, Polycab, ABB, Adani Green - Wright Research decodes the supercycle driving India's best infrastructure stocks in 2026.
25 April 2026
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India plans to ease 5-year-old curbs on Chinese firms bidding for govt contracts,raising competition
by Siddharth Singh Bhaisora5 min read
Siddharth Singh Bhaisora
Chief Marketing & Growth Officer | Wright Research
India may allow Chinese firms to bid for govt contracts. How will infrastructure stocks India react? Wright Research explains.
23 February 2026
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Infrastructure Sector Stock Inflow India 2026
by BB5 min read
Learn how rising inflows into India’s infrastructure sector stock may influence growth, valuations, and investor sentiment in 2026.
05 December 2025
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India’s Capex Story - Will Government & Private Sector Increase Spending in Second Half of FY25?
by Siddharth Singh Bhaisora5 min read
India's capex has grown five-fold over the last decade, fueling infrastructure and economic development. While FY25 began with a slowdown due to elections and fiscal constraints, robust government initiatives, private sector participation signal a strong recovery in 2nd half.
15 December 2024
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Sector Deep Dive: Infrastructure
by Siddhart Agarwal5 min read
The Indian economy relies heavily on the infrastructure industry. This sector is critical to India's overall growth, and the government has placed a high priority on enacting regulations that would assure the country's building of world-class infrastructure promptly
18 January 2022
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