# Power stocks surge: Hitachi Energy and GE Vernova lead gains Nvidia's data center growth and US-China tensions boost energy equipment stocks. - **Source:** [Economic Times](https://brifing.si/source/37791137-c35a-4ffe-b6a9-fe103afc9e48) - **Published:** 2026-08-27 - **Topic:** [Business](https://brifing.si/c/business) - **Original article:** - **On Brifing:** https://brifing.si/s/390b25f7-5b2f-4147-b7a0-10d6f1e1fd9d ## Sharp rise in power stocks Power capex stocks including Hitachi Energy India, GE Vernova, TD Power and CG Power surged up to 5% on Thursday. This movement was triggered by Nvidia's strong data center growth expectations and bullish revenue outlook. Persistent investment expectations in AI infrastructure particularly increased demand for sector stocks. ## Impact of US-China policy US restrictions on Chinese power equipment boosted demand for Indian suppliers. Investors accelerated share purchases believing domestic energy companies would benefit. Power transformer and grid equipment manufacturers stood out with notable performance. ## Nvidia effect and AI investments Nvidia's expected growth in data center revenues highlighted energy infrastructure needs. AI servers consuming 3 times more power than traditional data centers revealed energy companies' growth potential. Analysts predict AI-driven energy demand will increase 20% over next 5 years. ## India's power market dynamics India's power infrastructure investments grew 15% in the last year. Government's 500 GW renewable energy target by 2030 presents major opportunities for equipment suppliers. Companies offering power electronics and grid modernization solutions appear best positioned to benefit. ## Global power equipment market Global power equipment market is expected to reach $1.2 trillion by 2026. Asia-Pacific, particularly India and Southeast Asia, is the fastest growing market due to infrastructure investments. Search for alternatives to Chinese suppliers creates new export opportunities for Indian manufacturers. ## Investor psychology and sector This movement in power stocks shows investors shifting to defensive sectors. Energy infrastructure's critical role in economic growth and low volatility attracts more institutional investments. The sector offers attractive opportunities especially for long-term investors. ## Technical analysis outlook Hitachi Energy India shares gained 25% in last 3 months, trading above 200-day moving average. Analysts note if stock breaks 1,850 INR resistance, it could target 2,100 INR. Sector-wide RSI indicators between 60-70 suggest controlled upward trend. ## Sector future and projections Power infrastructure investments are expected to continue supported by both local and global factors. Green energy transition and digital transformation processes will serve as long-term growth engines for equipment manufacturers. Investors should consider these structural changes in the sector. ## Sources covering this story - https://economictimes.indiatimes.com/markets/stocks/news/hitachi-energy-india-ge-vernova-other-power-capex-stocks-rise-up-to-5-two-reasons-behind-the-surge/articleshow/133557872.cms — --- _Summary written by Brifing from the original reporting. Copyright in the original article belongs to its publisher; read the full piece at the link above._