ITW Keynote Panel: Investing in Asia's AI connectivity backbone: As AI, cloud and digital infrastructure investment reshape connectivity demand across Asia, where is capital flowing next?

02 Dec 2026
ITW Stage, Island Ballroom
ITW Asia

This session explores which connectivity assets are attracting the most investor interest, from subsea cables and cross-border fibre to interconnection platforms and carrier-neutral infrastructure. Which markets offer the greatest growth potential? What makes an infrastructure asset investable in the AI era? And how are investors evaluating opportunities across an increasingly competitive landscape? 

The discussion will also examine how partnerships and co-investment models are evolving, and what investors now expect from connectivity providers beyond traditional network services. 

Chairperson
Lachmi Niwas Sadani
Lachmi Niwas Sadani, CEO - Lensbridge Capital
Speakers
Amajit Gupta
Amajit Gupta, Group Chief Executive Officer & MD - LIGHTSTORM
Matthew Goh
Matthew Goh, Director - KKR
Matthew Walker
Matthew Walker, Regional VP Asia and Asia CFO - COLT TECHNOLOGY SERVICES
Praveen Agarwal
Praveen Agarwal, Chief Sales Officer - CONSTL