Stocks to Buy After Budget 2025: Finance Minister Nirmala Sitharaman announced union budget 2025, highlighting several key sectors that will be in focus post budget 2025. In this article we will discuss these key sector stocks that could be winners in 2025.
FM Sanctioned ₹2,000 Crore For IndiaAI Mission
The Finance Minister sanctioned ₹2,000 crore to IndiaAI Mission for FY 2025-26. As per the last year budget expenditure documents, the government announced ₹500 crore for the IndiaAI Mission which went underutilized so it was revised to ₹173 crore.
The government plans to set up a new center of excellence for artificial intelligence (AI) education and ₹500 crore has been sanctioned for the same. This comes days after a Chinese AI lab released DeepSeek, a low-cost advanced AI model similar to ChatGPT. The Indian government announced they’re going to fund the creation of one or more foundational models like DeepSeek. The Finance Minister said that this is only a fifth of total outlay of ₹10,730 crore.
Also Read: Best Pharma Sector Stocks in India
GPU Companies and AI Data Center Sector in Focus
The government has picked 10 companies that will supply roughly 19,000 graphics processing units (GPUs) for the establishment of artificial intelligence (AI) data centers in the country and fund the creation of new fundamental models.
Additionally, the government has chosen 10 companies to provide 18,693 GPUs, which are high-end chips required to create machine learning tools, which will be used to build a basic model. This goes beyond the IndiaAI Mission’s original goal, which was for the government to acquire 10,000 GPUs.
13 Companies have started Bidding for IndiaAI Mission
There are 13 companies who have submitted their bids under the ₹10,730 crore IndiaAI Mission to provide high end GPUs. According to multiple reports Hiranandani-backed Yotta Data Services Limited, Tata Communications, Jio Platform, E2E Network, CMS Computers India Pvt Ltd, Ctrls Datacenters Ltd, Locuz Enterprise Solutions Ltd, Orient Technologies Ltd, NxtGen Datacenter, Cloud Technologies Private Ltd and Vensysco Technologies Limited are among these 13 companies.
Stocks to Buy After Budget 2025
Technology stocks like Tata Communications, Jio Platform, E2E Network, CMS Computers India, Ctrls Datacenters, Locuz Enterprise Solutions, Orient Technologies, NxtGen Datacenter, Cloud Technologies and Vensysco Technologies shares are the best picks for 2025 as Indian government eyeing to enhance the Development of Artificial Intelligence in the country.
FAQs
Which Shares to Buy After Budget 2025?
Tata Communications, Jio Platform, E2E Network, CMS Computers India, Ctrls Datacenters, Locuz Enterprise Solutions, Orient Technologies, NxtGen Datacenter, Cloud Technologies and Vensysco Technologies shares are best shares to buy after Budget 2025.
Which Stock will grow after Budget?
Technology, AI Data center and GPU chipmaker stocks will grow after Budget 2025 as the government plans to build AI Data center excellence education in India.
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