Investment Forum | India // Panel Discussion: From megawatts to gigawatts - De-risking execution in India’s AI infrastructure boom

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  • Infinity Ballroom II | G Level
  • Open Session

Speakers

Julian Grimme

Julian Grimme

Director - Project Finance, MUFG

Swati Goyal

Swati Goyal

Head of Investments, Digital Edge DC

Mukesh Tiwari

Mukesh Tiwari

Managing Partner, Alta Capital Management

Abhimanyu Diwan

Abhimanyu Diwan

Associate Director, Macquarie Asset Management

Rajkumar Shukla

Managing Director, RMZ

As India enters the era of gigawatt-scale AI infrastructure, the challenge is no longer simply raising capital, but deploying it efficiently, predictably, and at institutional scale. This closing panel examines how operators, investors and infrastructure partners are reducing execution risk, protecting long-term asset value, and building scalable delivery models capable of supporting the next generation of AI-driven demand.

  • How are investors reassessing execution risk as projects scale from 50MW campuses to gigawatt platforms?
  • Speed-to-market vs capital discipline: Does phased expansion outperform mega-campus deployment in preserving long-term returns?
  • Underwriting next-generation AI infrastructure: liquid cooling, high-density compute, and evolving technical requirements
  • Managing supply chain volatility, procurement risk, and delivery timelines at institutional scale
  • Talent, automation, and operational maturity: what defines a bankable gigawatt-scale operator?
  • Avoiding stranded capacity while maintaining flexibility for future AI demand
  • Which operational metrics and platform characteristics will drive valuation premiums at exit?