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L&T semiconductor and AI data centre strategy featured in Religare Broking’s Diwali Picks 2026 report, with a semiconductor wafer and AI data centre imagery.
Posted inArtificial Intelligence Data Centres Semiconductors

Diwali Picks 2026: L&T’s semiconductor and AI data centre bets signal a new engineering play

L&T is looking beyond its traditional engineering and infrastructure businesses, with investments in semiconductor design, power electronics and AI-ready data centres. Religare's Diwali Picks 2026 report identifies these emerging businesses as potential long-term growth opportunities.
Posted by Shilpa Dhingra November 2, 2026
  • Diwali Picks 2026: L&T’s semiconductor and AI data centre bets signal a new engineering play
  • Data Centre industry is set for a major shift: 4 trends to watch in 2026-27 in India
  • Data centre investment commitments reach $173 billion in India since 2021, says CBRE
  • India’s data centre capacity reaches 1.75 GW as Mumbai, Chennai dominate market
  • RIR Power Electronics’ Odisha facility moves closer to semiconductor production

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