Data‑center names popping
Social traders specifically called out Honeywell, AnantRaj and Tata Communications as beneficiaries of AI and cloud-driven data‑center demand. (x.com) Those mentions appeared alongside thematic calls that data infrastructure stocks could see renewed inflows. (x.com)
A burst of social-media buying put data-center beneficiaries back in focus, with traders zeroing in on Honeywell, Anant Raj and Tata Communications. (x.com) The three names sit in different parts of the same build-out. Honeywell sells controls, cooling and power-management systems into data centers; Anant Raj is adding data-center capacity in India; Tata Communications sells cloud and data-center connectivity services to enterprises. (honeywell.com) (anantrajlimited.com) (tataworld.com) Data centers are the warehouses of the internet, and artificial-intelligence computing packs more chips and more heat into each room than older cloud workloads. Honeywell says operators are under pressure to scale for high-performance computing and artificial-intelligence demand, while Tata Communications said on March 24, 2026 that enterprises now move “massive volumes of data” between sites and clouds in real time. (honeywell.com) (tataworld.com) That demand is showing up in India’s market data. Jones Lang LaSalle said India had 1,123 megawatts of data-center inventory in the first half of 2025 and 97.9 megawatts of net take-up, up 48% from a year earlier. (jll.com) Anant Raj has become part of that trade because it is no longer only a property developer. Its website now lists data centers alongside residential, commercial and hospitality projects, and the company has promoted Anant Raj Cloud as a separate business line. (anantrajlimited.com 1) (anantrajlimited.com 2) Tata Communications has been pitching the same theme from the network side. In March 2025 it launched Tata Communications Vayu, a cloud platform built for artificial-intelligence and multi-cloud workloads, and in March 2026 it launched a data-center connectivity product that it said can deliver more than 99.99% service availability and cut operating costs by up to 30%. (tataworld.com 1) (tataworld.com 2) Honeywell’s case is more indirect, but it is tied to the same construction cycle. The company says hyperscale and colocation operators use its systems to manage uptime, efficiency, emissions and asset protection, and Honeywell said fourth-quarter 2025 sales growth was driven in part by strong demand in Building Automation. (honeywell.com 1) (honeywell.com 2) The social-trader pitch is that investors do not need to own only chip makers to ride artificial-intelligence spending. They can also buy the landlords, network operators and equipment suppliers that get paid when new server capacity is financed, built and connected. (x.com) (jll.com) Whether that trade lasts will depend less on message-board momentum than on actual orders, occupancy and enterprise spending. For now, the online chatter is following a real capital cycle that is still pushing more money into the physical plumbing behind artificial intelligence. (tatacommunications.com) (investor.honeywell.com)
