India Equity Analyst - Fundamental & Thematic, Beat the Street

Sudarshan Bhandari

India Equity Analyst - Fundamental & Thematic

Beat the Street

Beat The Street was founded by Nimish Maheshwari and Sudarshan Bhandari, both of whom are Chartered Accountants by Profession, known for their expert analysis in the fields of Business, Sectoral analysis, and Corporate governance.

With a strong social media presence of 45,000+ Subscribers across various platforms, they are considered trusted voices in the industry. Their insights and analysis have been featured in some of India’s most prominent publications, including the Economic Times, Dalal Street Investment Journal, The Morning Context, and The Ken.

Their analysis on Bankrupt & Insolvent companies has been instrumental in saving investors from significant losses. They have a keen eye for identifying red flags and has identified exclusive redflags earlier in Vedanta, Nykaa, Dhani Services, Adani and many more.

Read Business Not Stock Prices

Thematic (Sector/Industry)

<ul>
<li>India’s data centre theme has entered a new phase, with Reliance-Meta’s 168 MW Jamnagar deal, Adani’s 5 GW ambition, and Airtel Nxtra’s USD 1 billion fundraise.</li>
<li>India’s operational data centre capacity is now estimated around 1.5-1.7 GW, with AI, cloud, data localisation and hyperscaler demand driving large investment commitments.</li>
<li>A complete value-chain view covering land, power, cooling, backup systems, fibre, AI compute, EPC and colocation- and where listed Indian companies fit.</li>
</ul>


India’s data centre theme has entered a new phase, with Reliance-Meta’s 168 MW Jamnagar deal, Adani’s 5 GW ambition, and Airtel Nxtra’s USD 1 billion fundraise.
India’s operational data centre capacity is now estimated around 1.5-1.7 GW, with AI, cloud, data localisation and hyperscaler demand driving large investment commitments.
A complete value-chain view covering land, power, cooling, backup systems, fibre, AI compute, EPC and colocation- and where listed Indian companies fit.


India’s Data Center Build-Out: AI, Power and the Road from 350 MW to 7 GW

Asia Pac ECM and Index Rebal, Shenton Research

Ke Yan, CFA, FRM

Asia Pac ECM and Index Rebal

Asia Pac IPO & Placement Research, China Biotech

DZT Research

DZT Research is an independent Asia Pacific equity specialist. Our quantitative research covers index rebalancing flows, alongside exchange data analytics accross Asia Pacific. On the equity capital markets side, we focus on Asia Pacific ECM, especially biotech and TMT. Our lead analyst is frequently cited by international media.

<ul>
<li>We tracked AI models, infrastructure, and M&amp;A; this week: Fable 5 launched, then Anthropic suspended foreign access after a jailbreak claim.</li>
<li>China labs launches GLM-5.2, Kimi K2.7-Code; MiniMax M3 opened parameter; Tencent's WeChat AI beta, and Xiaomi developer tools.</li>
<li>Moonshot sought a $30bn valuation, Mistral pursued funding, and OpenRouter showed 44.7T weekly tokens with Anthropic leading estimated revenue.</li>
</ul>


We tracked AI models, infrastructure, and M&amp;A; this week: Fable 5 launched, then Anthropic suspended foreign access after a jailbreak claim.
China labs launches GLM-5.2, Kimi K2.7-Code; MiniMax M3 opened parameter; Tencent's WeChat AI beta, and Xiaomi developer tools.
Moonshot sought a $30bn valuation, Mistral pursued funding, and OpenRouter showed 44.7T weekly tokens with Anthropic leading estimated revenue.


This Week in AI (Jun 8-14): Claude's Fable 5 Launched, Jailbreaked, Export Banned; GLM-5.2/Kimi 2.7

<ul>
<li>We tracked AI models, infrastructure, and M&amp;A; this week: Anthropic filed for IPO while Alphabet and Meta moved AI capex toward equity markets.</li>
<li>MiniMax launched M3 at low-cost GPT-5.5 comps, while Tencent, Alibaba, and Moonshot pushed China agent and multimodal products.</li>
<li>Nvidia moved Vera Rubin into production, US export rules tightened chip access, and DeepSeek prepared its first external funding round.</li>
</ul>


We tracked AI models, infrastructure, and M&amp;A; this week: Anthropic filed for IPO while Alphabet and Meta moved AI capex toward equity markets.
MiniMax launched M3 at low-cost GPT-5.5 comps, while Tencent, Alibaba, and Moonshot pushed China agent and multimodal products.
Nvidia moved Vera Rubin into production, US export rules tightened chip access, and DeepSeek prepared its first external funding round.


This Week in AI (Jun 1-6): Anthropic IPO Filing; Alphabet and Meta Tap Equity; MiniMax Launches M3

<ul>
<li>Alphabet raised USD 80 billion in fresh equity and plans USD 185 billion capex in 2026, as AI demand outpaces available chips and power.</li>
<li>Hyperscaler capex could cross USD 1 trillion in 2027, creating supply-chain opportunities in power, packaging, and data centre infrastructure for India-listed firms.</li>
<li>India’s gap is structural. Realistic opportunities are in power, EPC, and advanced packaging not in competing with Google at the AI frontier.</li>
</ul>


Alphabet raised USD 80 billion in fresh equity and plans USD 185 billion capex in 2026, as AI demand outpaces available chips and power.
Hyperscaler capex could cross USD 1 trillion in 2027, creating supply-chain opportunities in power, packaging, and data centre infrastructure for India-listed firms.
India’s gap is structural. Realistic opportunities are in power, EPC, and advanced packaging not in competing with Google at the AI frontier.


The $1 Trillion Signal: Why Alphabet’s $80B Raise Is India’s Wake-Up Call, Not Its Blueprint?

<ul>
<li>We tracked AI models, infrastructure, and M&amp;A: Anthropic paired its Series H with Opus 4.8, while MiniMax pushed A-share plans.</li>
<li>MiniMax disclosed USD 300m ARR, previewed M3, and started CITIC Securities counselling. Xiaomi cut API pricing to match DeepSeek.</li>
<li>OpenRouter data showed Anthropic revenue dominance even as DeepSeek and Tencent topped token usage, while Cognition and Fireworks extended private-market comps.</li>
</ul>


We tracked AI models, infrastructure, and M&amp;A: Anthropic paired its Series H with Opus 4.8, while MiniMax pushed A-share plans.
MiniMax disclosed USD 300m ARR, previewed M3, and started CITIC Securities counselling. Xiaomi cut API pricing to match DeepSeek.
OpenRouter data showed Anthropic revenue dominance even as DeepSeek and Tencent topped token usage, while Cognition and Fireworks extended private-market comps.


This Week in AI (May 24-30): Anthropic Raises $65bn and Launches Opus 4.8; MiniMax's H+A and M3

United States

Alphabet Inc. operates as a holding company. The Company, through its subsidiaries, provides web-based search, advertisements, maps, software applications, mobile operating systems, consumer content, enterprise solutions, commerce, and hardware products.

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Alphabet (GOOGL US)

India’s Data Center Build-Out: AI, Power and the Road from 350 MW to 7 GW

India's data centre industry is booming with major deals and investments, driven by demand for AI, cloud, data localisation, and hyperscalers.

Sudarshan Bhandari

This Week in AI (Jun 8-14): Claude's Fable 5 Launched, Jailbreaked, Export Banned; GLM-5.2/Kimi 2.7

This week in AI: Fable 5 launched then faced US export control; GLM-5.2 and Kimi K2.7-Code launched; OpenRouter shows 44.7T weekly tokens.

Ke Yan, CFA, FRM

This Week in AI (Jun 1-6): Anthropic IPO Filing; Alphabet and Meta Tap Equity; MiniMax Launches M3

This Week in AI (Jun 1-6): Anthropic files for IPO; Alphabet and Meta tap equities; MiniMax launches M3 at GTP-5.5 comps.

Ke Yan, CFA, FRM

The $1 Trillion Signal: Why Alphabet’s $80B Raise Is India’s Wake-Up Call, Not Its Blueprint?

Alphabet's massive equity raise and capex plans signal growing demand for AI chips, creating supply-chain opportunities for Indian firms in power,...

Sudarshan Bhandari

This Week in AI (May 24-30): Anthropic Raises $65bn and Launches Opus 4.8; MiniMax's H+A and M3

This week in AI: Anthropic raised $65bn and launched Opus 4.8; MiniMax seeks A-share listing and previews M3; Huawei shows Tau roadmap.

Ke Yan, CFA, FRM

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

India’s Data Center Build-Out: AI, Power and the Road from 350 MW to 7 GW

​India's data centre industry is booming with major deals and investments, driven by demand for AI, cloud, data localisation, and hyperscalers.

Sudarshan Bhandari

This Week in AI (Jun 8-14): Claude's Fable 5 Launched, Jailbreaked, Export Banned; GLM-5.2/Kimi 2.7

This week in AI: Fable 5 launched then faced US export control; GLM-5.2 and Kimi K2.7-Code launched; OpenRouter shows 44.7T weekly tokens.

Ke Yan, CFA, FRM

This Week in AI (Jun 1-6): Anthropic IPO Filing; Alphabet and Meta Tap Equity; MiniMax Launches M3

This Week in AI (Jun 1-6): Anthropic files for IPO; Alphabet and Meta tap equities; MiniMax launches M3 at GTP-5.5 comps.

Ke Yan, CFA, FRM

The $1 Trillion Signal: Why Alphabet’s $80B Raise Is India’s Wake-Up Call, Not Its Blueprint?

​Alphabet's massive equity raise and capex plans signal growing demand for AI chips, creating supply-chain opportunities for Indian firms in power,...

Sudarshan Bhandari

This Week in AI (May 24-30): Anthropic Raises $65bn and Launches Opus 4.8; MiniMax's H+A and M3

This week in AI: Anthropic raised $65bn and launched Opus 4.8; MiniMax seeks A-share listing and previews M3; Huawei shows Tau roadmap.

Ke Yan, CFA, FRM

India's data centre industry is booming with major deals and investments, driven by demand for AI, cloud, data localisation, and hyperscalers.

Alphabet's massive equity raise and capex plans signal growing demand for AI chips, creating supply-chain opportunities for Indian firms in power,...