Anaraj raj is at good valuation plus margins are increasing let’s how this quaterly result shows but have to invest but many stocks like voltamp are so costly that we can’t add much quantity and most important thing is we have to much more quantity like a pyramid for that fair price is imp
Optical Fiber Prices Triple in 18 Months Amid AI Boom & Helium Shortage
Prices up 3.3x (₹15 to ₹50/km in China). Bend-insensitive fiber for AI data centers at ₹65/km.
GPU racks need 16-36x more fiber than CPU setups. Hyperscalers alone are fueling 76% YoY demand growth.
Preform shortages extend lead times to 60+ weeks. Global capacity expansions are lagging, so prices stay elevated.
3 companies control 75% of the large gas turbine market and all are sold out through 2030.
Wait times have exploded from 2-3 years to 7 years. Bloomberg estimates $400bn in planned power plants could be delayed or cancelled due to the turbine shortage.
TD Power manufactures generators for gas turbines and engines used in power plants for data centers globally.
As tech companies move to captive power to avoid high grid prices, TDPS is a direct beneficiary supplying generators in the 20-100 MW range.
