Avendus: India's manufacturers to gain from $3 trillion AI investment cycle

Avendus Capital says India's new-age manufacturing sector could benefit from a $3 trillion global AI infrastructure investment cycle. It projects semiconductor consumption to more than double from $49.5 billion in 2025 to $106.5 billion by 2030, with the space economy growing from $13 billion to $44 billion by 2033.

• Over 80% of the $3 trillion AI infrastructure spend is yet to be deployed
• India's chip consumption: $49.5B in 2025 to $106.5B by 2030
• Space economy: $13B in 2025 to $44B by 2033
• Robotics market to nearly quadruple to $4.6B by 2030