Modi's Independence Day speech reiterates the long-term goal of making India a developed economy by 2047, implying a broad push in technological competitiveness, manufacturing, and self-reliance that supports a positive multi-decade investment theme in India.
Nuclear power is a major pillar of India's AI and data center push, with a target of 100 gigawatts of nuclear capacity, about 11 times current capacity, implying a large build-out in Indian nuclear power generation.