New Delhi, Oct. 29 -- India is set to gain significant manufacturing opportunities from a global artificial intelligence (AI) investment cycle of USD 3 trillion, with six key sectors expected to drive growth as the country reduces import dependence and strengthens domestic production capabilities, according to a report by Avendus Capital.

The six sectors identified by the report are defence and aerospace, space technology, robotics and automation, semiconductors, energy transition, and advanced materials.

The report identified 2027-28 as a crucial period for these sectors, as projects move from policy support and approvals towards commercial production.

Koushik Bhattacharyya, Managing Director and Head of Industrials Investment Banking...