The stunning Q1 results of U.S. tech giant NVIDIA have created strong ripples across global markets, and Indian data center and AI infrastructure-related stocks are no exception. Companies like Anant Raj Ltd and Netweb Technologies witnessed a positive movement in share prices, reflecting investor optimism over the growing demand for AI and cloud infrastructure.
NVIDIA’s Q1 FY2025 Performance – A Global Catalyst
On May 22, 2025, NVIDIA announced its Q1 results for fiscal year 2025, exceeding market expectations with record-breaking numbers. The company reported a staggering $26.0 billion in revenue, representing an 18% increase quarter-over-quarter and an unbelievable 262% rise year-over-year.
The star performer was NVIDIA’s data center segment, which brought in $22.6 billion, a 23% increase from the last quarter and 427% growth year-on-year. This strong performance is largely driven by surging demand for generative AI technologies, GPU chips for model training, and large-scale data center deployments by tech giants globally.
NVIDIA’s CEO Jensen Huang also highlighted that the company is entering a new phase of growth, describing it as a “new industrial revolution” driven by AI and accelerated computing.
Ripple Effects on Indian Markets
While NVIDIA’s results were specific to its U.S. operations, the underlying theme of AI and data center expansion is global. Indian companies that are either directly involved in data center infrastructure or indirectly tied to AI and cloud technology have seen a strong uptick in investor sentiment.
Among these, Anant Raj Ltd and Netweb Technologies stood out prominently.
Anant Raj Ltd – Riding the Cloud Wave
Shares of Anant Raj Ltd surged as much as 12% intraday after its subsidiary, Anant Raj Cloud, signed a Memorandum of Understanding (MoU) with Google to provide data center infrastructure and AI-based services across India.
This MoU aligns well with the broader global narrative of digital transformation. Under the agreement, Anant Raj Cloud aims to expand its high-tech data centers in India to cater to increasing demands from hyperscalers and enterprise clients.
Anant Raj is traditionally known as a real estate developer, but over the past few years, the company has been diversifying aggressively into the digital and cloud computing space. Its move into building Tier III and Tier IV data centers marks a strategic shift and positions the company as a major player in India’s digital infrastructure boom.
NVIDIA’s performance validates this move, as global demand for AI chips and cloud platforms directly impacts companies that provide the physical infrastructure — like data centers — that power these technologies.
Netweb Technologies – Strong Fundamentals Meet Global Trends
Another major gainer in the aftermath of NVIDIA’s announcement was Netweb Technologies, a company involved in high-performance computing solutions, servers, and AI hardware. The stock climbed nearly 10% after the company clarified its stance regarding the rise of new global AI startups like DeepSeek from China.
Netweb Technologies stated that the emergence of such AI platforms is an opportunity rather than a threat, as it will only increase the demand for servers, storage, and high-performance data center hardware.
The company’s leadership reiterated that Netweb is strategically aligned to cater to this growing market, thanks to its partnerships with global tech leaders and its advanced R&D capabilities.
Given the global tailwinds driven by NVIDIA and others, Netweb’s domestic positioning as a tech-first, infrastructure-ready firm gives it a strong edge.
Broader Market Movement – Who Else Benefited?
The impact of NVIDIA’s performance was not limited to just Anant Raj and Netweb. Several other data center, cloud, and AI infrastructure-related stocks in India witnessed upward momentum:
- Sterlite Technologies saw moderate gains, as it provides fiber optic solutions critical for data centers.
- Tata Communications gained investor attention due to its cloud infrastructure services and global data center network.
- L&T Technology Services and Persistent Systems, both of which have AI-focused business divisions, also showed minor upticks.
Investors are now closely watching these firms as AI-related capital expenditure is expected to rise globally, creating multiple downstream investment opportunities.
What Does This Mean for Indian Investors?
The surge in Anant Raj and Netweb Technologies is not just a knee-jerk reaction to NVIDIA’s results — it’s a sign of an emerging theme. As AI adoption increases worldwide, the supporting infrastructure — data centers, servers, high-speed networks, and storage systems — becomes critical.
India, with its favorable government policies on data localization, incentives for tech manufacturing, and increasing digital consumption, is well-positioned to become a hub for AI and cloud infrastructure. Companies like Anant Raj and Netweb are early movers in this space and could benefit significantly over the next 3–5 years.
Furthermore, global trends such as NVIDIA’s rapid growth act as a validation for the direction these Indian companies are taking. For investors, this could mean long-term opportunities in stocks that are strategically aligned with the AI and data center ecosystem.
Conclusion
NVIDIA’s Q1 FY2025 results have sent a clear message — the AI and data center revolution is just beginning. In India, companies like Anant Raj and Netweb Technologies are already seeing the positive ripple effects. As global demand for AI processing power and infrastructure continues to grow, these companies could emerge as major beneficiaries.
For now, investors have responded with enthusiasm, but the real story will unfold over the next few quarters as demand translates into revenue and profit for India’s data center and tech infrastructure players. The NVIDIA effect, it seems, is global — and just getting started.
I am a digital marketing executive as well as content writer in the stock market and crypto related blogs. My goal is to provide simple, interesting and reliable information to readers through my articles so that they always stay updated with the world of stock market and crypto.
