Investment Forum | India // Investment Forum Fireside Chat: AWS on Building for India's Next Decade of Compute

As India’s data center market scales to support AI, cloud, enterprise and sovereign digital infrastructure, the investment opportunity is expanding beyond operators and campus development. The next phase of growth will create opportunities across the critical infrastructure value chain that enables high-density, resilient and sustainable data center delivery.

This fireside chat will map the picks and shovels opportunity behind India’s data center boom, showing where capital can participate beyond data center ownership across MEP, electrical infrastructure, cooling, power systems, energy storage and automation, and which parts of the value chain are likely to become more strategic as the market scales.

• Where the next layer of value creation sits beyond data center ownership
• Which infrastructure bottlenecks are becoming investable platforms
• How AI density is reshaping capex, procurement and upgrade cycles
• Where power, cooling and supply-chain constraints are creating defensible growth opportunities
• How ESG, resilience and regulation are influencing asset quality and investor risk
• What investors need to understand before backing the next phase of India’s AI infrastructure buildout