The Adani Group has announced plans to invest $100 billion by 2035 to build renewable energy-powered, AI-ready data centres across India, marking one of the largest infrastructure commitments in the country’s digital history.
The announcement was made through Adani Enterprises Ltd., the group’s flagship company. Following the disclosure, the company’s shares rose by as much as 3.1%, reflecting positive market sentiment around the scale and ambition of the plan.
A Push Toward the AI Era
Chairman Gautam Adani described the move as part of a larger global transformation.
“The world is entering an Intelligence Revolution more profound than any previous Industrial Revolution,” he said in a statement.
The investment aligns with India’s broader ambition to become a global hub for artificial intelligence and cloud computing, an effort strongly backed by Prime Minister Narendra Modi. India recently hosted the AI Impact Summit, attracting global technology leaders including Alphabet CEO Sundar Pichai and OpenAI CEO Sam Altman.
What the $100 Billion Covers
The planned investment will focus on:
- Building hyperscale AI-ready data centres
- Developing renewable energy capacity to power these facilities
- Expanding server manufacturing and advanced electrical infrastructure
- Supporting sovereign cloud platforms and AI infrastructure
The group said the initiative could catalyse an additional $150 billion in investments across related sectors over the next decade. In total, the move could create a $250 billion AI infrastructure ecosystem in India.
Adani said the group is building a “complete five-layer AI stack” to support India’s technological sovereignty — meaning AI infrastructure developed and controlled within the country.
Renewable Energy Backbone
The data centres will be powered by Adani’s expanding renewable energy portfolio. The group is currently developing a massive 30-gigawatt renewable project at Khavda in western India, with over 10 GW already operational.
Adani is also investing heavily in battery energy storage systems, aiming to build one of the world’s largest battery storage platforms, ensuring reliable power supply for energy-intensive AI infrastructure.
Key Partnerships and Discussions
AdaniConnex Pvt., a joint venture under Adani Enterprises, announced a partnership with Google in October. Google plans to invest about $15 billion over five years to build India’s largest AI infrastructure hub in Visakhapatnam. The partnership could potentially translate into up to $5 billion investment for Adani Connex.
The group also confirmed it is in discussions with other major firms to establish large-scale data centre campuses across India, though specific names were not disclosed.
Growing Competition in India’s AI Infrastructure
Adani is not alone in this fast-growing space.
- Digital Connexion, a joint venture backed by Reliance Industries, signed an $11 billion investment pact for data centres in Visakhapatnam.
- Tata Consultancy Services (TCS) secured $1 billion from TPG Inc. to expand its AI and cloud infrastructure initiatives.
- Amazon plans to invest $12.7 billion in cloud infrastructure in India through 2030.
- OpenAI is exploring the development of a 1-gigawatt data centre in the country.
This surge of investment reflects a global AI hardware race, where governments and corporations are spending trillions to secure computing capacity.
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