AI Needs Power, Cables & Factories - Ravi Dharamshi On The Real Opportunity | The Global Reset

In this episode of The Global Reset, Prashant Nair speaks to Ravi Dharamshi who is the Founder & CIO of ValueQuest Investment Advisors about why AI is not just a software revolution – it’s triggering a massive global industrial capex supercycle. They break down how AI, defence, energy transition, grid expansion, semiconductor sovereignty and supply-chain reshoring are actually one synchronized global cycle – all powered by the same physical backbone: power grids, transformers, cables, switchgear, data centers, factories and industrial automation. Key talking points: Why this is not just an AI story, but a once-in-a-generation physical infrastructure build-out How India sits at a rare intersection of domestic capex revival and a global industrial tailwind Why the real winners may be the “picks & shovels” companies under AI, defense, renewables and data centers How investors should think about cycles, margins, ordering and valuations in this new regime Watch the full show on here on #TheGlobalReset #AI #ArtificialIntelligence #RaviDharamshi #TheGlobalReset #AIInfrastructure #DataCenters #Semiconductors #Technology #AIInvestment #DigitalInfrastructure #Power #GlobalMarkets #BusinessNews #cnbctv18 🔴CNBC TV18 LIVE TV: https://youtube.com/live/P857H4ej-MQ SUBSCRIBE to our Channel: https://bit.ly/3nvEcxf --------------------------------------------------------------------------------------------------------------------- 👑 Check Out Top CNBC TV18 Playlist Videos: 🔹   • Young Turks Reloaded with Shereen Bhan   🔹   • CNBC TV18 Prime | Global Lens   🔹    • World News 2025 | Latest International News   🔹   • CNBC-TV18 Classics   🔹   • OVERDRIVE || CNBC TV18   🔹   • Startup Street   ------------------------------------------------------------------------------------ You can also connect with CNBC-TV18 News Online Catch the latest news: https://bit.ly/2YbpXBM Follow CNBC-TV18 round the clock: https://www.cnbctv18.com/live-tv/ Stay updated with all the market action in real time: https://www.cnbctv18.com/market-live/ You can also stay updated with all the latest news on-the-go with CNBC-TV18 Minis: https://www.cnbctv18.com/minis/ Like us on Facebook:   / cnbctv18india   Follow us on Twitter:   / cnbctv18news   Follow us on Instagram:   / cnbctv18india   Catch us on: Linkedin:   / cnbc-tv18   n18oc_business About CNBC-TV18: India's leading business news channel, CNBC-TV18 offers the most comprehensive coverage of businesses, the economy and the financial markets. Catch all your favourite shows, exclusive videos, big-ticket interviews and more here.