Investment Forum | India // Panel Discussion: Powering the AI era - Capital, grid readiness and energy strategy

As India’s data center market enters its next phase of hyperscale growth, securing reliable, scalable, and sustainable power has become the industry’s defining challenge. This major panel will explore how operators, investors, and policymakers are navigating grid constraints, renewable energy opportunities, and emerging behind-the-meter solutions to power the next wave of digital infrastructure expansion.

• Evaluating how long India's existing transmission lines can support the unprecedented demand before major grid limitations occur
• How India’s drive for 50% green-powered data centers by 2030 is opening new avenues for renewable energy financing and infrastructure investment
• Which regions have the strongest combination of energy availability and regulatory support to emerge as the Next Texas for data centers
• Moving from grid-dependency to behind-the-meter generation, SMR (small-modular reactor), nuclear energy and battery storage as a hedge against time-to-market delays and boosts asset terminal value
• Strategies for protecting operating costs and investor returns from global fuel price shocks and supply chain disruptions caused by Middle East volatility
• Assessing the financial necessity of sustainable power as a pre-requisite for exit