Netweb Technologies, TCS, Fractal Analytics: Artificial intelligence stocks to watch in 2026

India has successfully hosted the India AI Impact Summit 2026, with an overwhelming response from global artificial intelligence (AI) companies. Major deals and billion-dollar investments were committed during this AI summit.

Union Minister for Electronics and IT Ashwini Vaishnaw said India expects over $200 billion in investments over the next two years, highlighting strong global interest in the country’s artificial intelligence and deep-tech ecosystem. Major tech and AI companies have pledged substantial investments to power India’s AI infrastructure.

Microsoft has plans to invest $50 billion in the next five years to develop AI and data centre infrastructure across India. Google announced a $30 million AI for Science fund along with the previously announced $15 billion AI hub in Andhra Pradesh.

Domestic companies, such as Reliance Industries, plan to invest ₹10 lakh crore over the next seven years to build artificial intelligence and data infrastructure through its telecom arm, Reliance Jio. Meanwhile, Adani Group said it would invest $100 billion in renewable energy-powered AI data centres by 2035.

Experts believe these committed investments will help India develop its AI infrastructure and become part of the global AI ecosystem. India, throughthe AI Impact Summit 2026, has started an AI boom cycle with rapid innovation and growth expected in the coming years.

Stock market investors are also closely observing this trend, and smart investment has already started moving to some of these AI-specific stocks.

Legacy players increase focus on AI services

TCS, Infosys and other IT stocks have witnessed a substantial fall in their share price over the last one year, falling between 25% and 28% amid rising threats from AI tools and services, which could eat into the revenue share of traditional IT services. As a result, several IT giants have sharply increased their focus on AI-specific services in the last one year.

TCS has reported annualised AI service revenue of about $1.8 billion, up 17.3% QoQ in constant currency and has worked on over 5,500 AI projects to date. The company is also planning to invest ₹18,000 crore over the next few years to set up 1 GW AI-ready data centers network in India over 5–7 years, through its subsidiary HyperVault.

Meanwhile, AI services account for 5.5% of Infosys revenue, with the AI business generating $275 million. Infosys is running around 4,600 active AI projects. IT giants are also training their workforce to become AI-ready through various training programs.

Netweb Technologies focus on AI supercomputers

Netweb Technologies is focused on developing high-end “Make in India” computing solutions, supercomputers and advanced AI systems. The company has the Tyrone brand, which focuses on high-performance computing systems used in AI workloads, data centres, and defence applications. In Q3FY26, Netweb Technologies reported 141% YoY rise in revenue to ₹805 crore, while its net profit jumped 143% YoY to ₹73 crore. The company has an order pipeline worth ₹4,270 crore and an L1 order pipeline worth ₹331 crore, which indicates strong future revenue visibility.

Fractal Analytics offers AI software to clients

Recently listed Fractal Analytics helps large global businesses leverage artificial intelligence to improve their decision-making. The company operates through Fractal.ai, which offers AI services and AI products largely through its Cogentiq platform and Fractal Alpha. As of September 2025, the company had 122 clients, including Citi, Costco, Nestle, Mondelez, Mars and others.

E2E Networks operates AI-focused cloud infrastructure

E2E Networks is focused on developing high-performance AI cloud infrastructure to handle AI workload. This week, the company announced a collaboration with Nvidia to develop cloud and AI infrastructure. The company reported a nearly 60% YoY jump in Q3FY26 revenue to ₹70 crore, along with a loss of ₹5.7 crore due to high investment to expand infrastructure. So far this year, E2E Networks has delivered over 45% return to its investors.

Anant Raj enabling AI-ready data centers

Anant Raj operates data centers which important role in the AI ecosystem. It is making aggressive investments in the data center business and currently has 28 MW of operational data centers in Manesar and Panchkula. The company plans to scale its data center revenue to nearly $1 billion (₹8,870 crore) by FY31, as India is expected to lead the data centre demand in the Asia-Pacific region.