Pooja, welcome.
How has the need for investment in sustainable infrastructure
been affected by AI and advancing technologies?
We are seeing some really interesting demand dynamics in
the demand for, what I call, downstream of the capital,
that's going into AI.
You know, investment demand in data center as well as power
generation capacity.
You know, all of this investment that's going into AI as well as
tech is going to require a significant amount of investment
for the downstream in both data center capacity as well as power
generation capacity.
And obviously that means also transmission and distribution.
So we think that there are some significant tailwinds when it
comes to the demand for infrastructure assets and hence
infrastructure capital
as a result of all of this investment in AI and technology.
Pooja, thank you so much for your time.
Thank you.