ETMarkets Smart Talk | AI infrastructure, not just AI software, will drive India's next wealth cycle: Amit Joshi

Amit Joshi said AI infrastructure will drive India's next wealth cycle. While software got much attention, data centres and power transmission are the real enablers now. The Indian market started 2H2026 on a sombre note, but midcap and smallcap indices showed resilience as many investors look beyond the Nifty 50.