India, Oct. 12 -- Data centres are the thing everyone in tech infrastructure is talking about right now, mostly because of AI. Big cloud firms are spending huge amounts on new campuses, and somebody has to wire them up, connect them and keep them running. That's where integrators come in. They don't make headlines as chip makers do, but their order books can honestly say a lot about where all the money's heading.

Black Box shares closed at Rs929, up 4.08% from the previous close of Rs892.55. The company's market cap stands at about Rs16,499 crore, and the stock trades at a consolidated P/E of 73 times.

Black Box Limited is a global digital infrastructure integrator. It provides network and system integration, support services and techn...