economictimes.com · 17 Sep, 11:00 · Artificial Intelligence briefing

India’s ‘anti-AI’ trade hides 42 AI-enabler stocks that rallied 60% already: Goldman Sachs

Goldman Sachs reports that despite India’s cautious regulatory stance on artificial intelligence, the market has identified forty-two stocks classified as AI enablers.

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The briefing

The story
in brief.

What happened, who it affects, and why it landed on our intelligence desk — in plain English, sixty seconds or less.

Goldman Sachs reports that despite India’s cautious regulatory stance on artificial intelligence, the market has identified forty-two stocks classified as AI enablers. These companies have already surged by sixty per cent, outperforming broader indices. The analysis suggests that investors are distinguishing between general tech trends and specific infrastructure providers essential for AI deployment. This divergence highlights a growing disconnect between public policy narratives and private sector momentum, indicating robust demand for underlying technological support systems within the Indian economy.

Employer demand for Artificial Intelligence skills — indexed growth since 2019
Indicative index of skill mentions in professional job postings for the field this story moves (2019 = 1)

Your move

What this means
for your career.

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This market shift signals that AI infrastructure is now a critical career asset. You must move beyond general awareness to master the technical foundations that power these applications. Professionals in cloud architecture, data engineering, and strategic implementation will see rising demand. If you work in finance or operations, focus on how AI enables efficiency rather than viewing it as a threat. Smart professionals will immediately audit their skill sets for gaps in scalable technology management. Prioritise certifications in cloud computing and data analytics to align with this high-growth sector. Networking with firms in this specific niche will also provide valuable insights into emerging job roles that capitalise on this infrastructure boom.

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Indicative salary uplift in the fields matched to this story
Indicative ranges from published continuing-education salary studies, by field — each field is a recommended course below

Matched to this story

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