Amit Chatterjee

Author & eGov Strategist Msc in AMP @UniofBath 2009 Alumni of @TheIHS 2006/07

[Amit Chatterjee @Amit_Chatterjee]

@RadharamnDas @DrHarish139 Oh god, spare the kids atleast

[Amit Chatterjee @Amit_Chatterjee]

@prasannavishy Amazing

[Amit Chatterjee @Amit_Chatterjee]

@chaitanya_pm Your tweets are so useful

[Amit Chatterjee @Amit_Chatterjee]

@sirajnoorani Thanks to CCTV, this crime is archived

What a brutal death

[Amit Chatterjee @Amit_Chatterjee]

@GabbbarSingh Hero

[Amit Chatterjee @Amit_Chatterjee]

@ifpost47 Wow

[Amit Chatterjee @Amit_Chatterjee]

@RichardHanania Noted

[Amit Chatterjee @Amit_Chatterjee]

It got well by 22nd May

Right eye is smaller

Text reading getting thougher

[Amit Chatterjee @Amit_Chatterjee]

Right Eye inflammation yesterday, multiple eye drops after Dr visit. Now near vision is badly affected

[Amit Chatterjee @Amit_Chatterjee]

@DequanMidoriya Why is this happening in current day ? Why are babies being harmed

[Amit Chatterjee @Amit_Chatterjee]

@sirajnoorani Cruel

[Advait Arora @WealthEnrich]

Most people are chasing the obvious AI / Data Centre names now, but I am more interested in the hidden engineering side powering this entire buildup.

The obvious large names like Siemens, ABB, Hitachi Energy, Netweb, CG Power, Schneider, Cummins, KEI, Polycab etc are strong businesses. No doubt about that, but I am personally more interested in the lesser discussed infrastructure chain connected to the Data Center ecosystem. My logic is that the hyperscale AI infrastructure needs much much more than juat GPUs. The amount of physical infra these facilities need is massive:
electricity intake, transformers, cooling systems, fibre density, backup systems, liquid circulation, electrical distribution and uninterrupted uptime engineering.

What makes this cycle very different is that AI workloads are far more power and cooling intensive than traditional cloud infrastructure. Most discussions around AI in India still remain limited to GPUs + servers, while very few people are discussing what rising AI power density could mean for cooling, transformers, electrical systems & uptime infrastructure.

Some interesting niche areas I am tracking:

1. Thermal mgm & cooling
Large: Blue Star, Amber
Niche: KRN Heat Exchanger, Aeroflex, Patels Airtemp

2. Speciality transformers & power density
Large: Hitachi Energy, CG Power
Niche: Shilchar Tech, TRIL, Bharat Bijlee

3. Grid stability & power quality
Large: ABB, Siemens
Niche: Quality Power, RMC Switchgears

4. Fibre density & backend data movement
Large: HFCL, Tejas Networks
Niche: Sterlite Tech, Aksh Optifibre, Birla Cable

5. Intelligent electrical distribution & UPS
Large: Schneider, Legrand
Niche: Marine Electricals, HBL Engg, Salzer Electronics

6. Liquid cooling & industrial fluid systems
Large: KSB, Kirloskar Bros
Niche: WPIL, Roto Pumps

7. Backup power & uptime reliability
Large: Cummins, Kirloskar Oil
Niche: Powerica, TD Power, Greaves Cotton

8. AI server deployment & electronics
Large: Netweb, Kaynes
Niche: Syrma SGS, Rashi Peripherals, Avalon Technologies

9. Enterprise networking & infra integration
Large: L&T, Tech Mahindra
Niche: Black Box, Techno Electric

India’s data centre capacity is expanding from roughly 950 MW toward nearly 1,800 MW by the end of 2026 or early 2027 & such infrastructure booms rarely create only one set of winners.

Railways created cable & transformer winners. Renewables created inverter and transmission winners. Similarly, AI infra may create hidden beneficiaries across cooling, transformers, power quality, fibre, liquid systems & uptime engg.

The obvious names may still do well, but some interesting opportunities may emerge far away from smaller engineering businesses solving some of the hardest infrastructure problems behind AI + data centres.

Which lesser names from the engineering layer of the AI infrastructure cycle interests you the most?

[Amit Chatterjee @Amit_Chatterjee]

Bengal Bhavan in Mumbai

Cancer help centre in Mumbai for patients from Bengal

[Amit Chatterjee @Amit_Chatterjee]

@SuvenduWB sir @swapan55 sir

Mumbai needs a Bengal Bhavan, it’s long pending . It also needs support centre for cancer patients coming from Bengal for treatment in Tata memorial in Parel

[Amit Chatterjee @Amit_Chatterjee]

@TheLizardKing_X Terrible

[Andrew Lokenauth @FluentInFinance]

Gene editing is finally here.

And it's targeting the biggest killer in the world. Heart disease.

Eli Lilly $LLY just released data for a gene therapy called VERVE-102.

It completely changes how we treat high cholesterol.

Instead of taking a pill every day, you get one single IV infusion. The medicine travels directly to your liver. It permanently turns off the specific gene that causes high LDL cholesterol.

The early trial results are incredible. Patients experienced a massive 60% drop in their LDL cholesterol.

Think about what GLP-1 drugs did for obesity.

Five years ago, Ozempic was "just Phase 2 data." People said the side effects were unclear. The long-term outcomes were unknown.

Now it's a $50 billion/year drug that changed how we treat obesity.

GLP-1s rewrote obesity. VERVE-102 could rewrite heart disease.

Medicine is moving faster than most people realize.

[Amit Chatterjee @Amit_Chatterjee]

@avarakai Pt 8 is interesting

[Amit Chatterjee @Amit_Chatterjee]

Global market should thank Indians

[SubtleTake @itsinfinitygk]

@REDBOXINDIA Your monthly SIP kept the stock market stable .
But it also gave foreign investors a comfortable exit door — they sold ₹78 billion worth of Indian stocks while your money absorbed the blow 😬
You held the market up. They took the dollars. Rupee paid the price. 📉

[THE SKIN DOCTOR @theskindoctor13]

An old man in our neighborhood died today. He was hospitalized with chest pain three days ago, underwent angioplasty, but passed away in the ICU. His wife had died during the COVID wave, and he had been living alone since then.

His only son lives in Australia and couldn’t come to see his father. Now, I’m not saying that the son is uncaring or abandoned his parents. I don’t know him. Maybe he is really a nice man. The elderly couple used to visit him every year and spend a few months with him. But maybe once you build a life outside, you can’t really come back. Life, distance, responsibilities, things become complicated.

The son hadn’t come to India in nearly 10 years. He couldn’t come for his mother’s last rites due to COVID travel restrictions, and I don’t even know if he’ll be able to come now or will have to arrange his father’s last rites from there itself.

This has stayed with me all day. To think of an old man spending his final years largely alone, losing his partner, and then leaving this world without his son by his side. Even as an unrelated observer, the whole thing feels unbearably sad.

[Shubham Mishra @brahma_4u]

India trains the engineer.

America files the patents.
Gurtej Sandhu was raised in Amritsar and trained at IIT Delhi.

He now holds 1,299 US patents at Micron, Edison topped out at 1,093.

Sandhu is the 7th most prolific inventor in American history.

His titanium nitride deposition work is why every DRAM cell in your phone and every GPU training a foundation model actually holds charge.

Micron, Samsung, and SK Hynix own 95% of global DRAM.

None of them are Indian.

We export the inventor.

We import the chip.

[Sachin Chavan 🇮🇳सचिन चव्हाण @sachinpc04]

Now, after Bandra railway land cleaning, can we expect the missing right hand of T2 AIRPORT please🙏

Actual plan vs Execution due to illegal slum!