Adani Group's $100B Plan to Build India's AI Future by 2035

Adani Group Commits $100 Billion to AI Infrastructure

The Adani Group announced a landmark $100 billion investment plan on Tuesday to develop a nationwide network of hyperscale, AI-ready data centers powered by renewable energy. The commitment, which extends through 2035, was unveiled during the India AI Impact Summit in New Delhi and marks one of the world's largest integrated investments in energy and computing infrastructure. This strategic move aims to establish a sovereign compute platform that positions India as a formidable leader in the global artificial intelligence landscape.

A Vision for a $150 Billion Ecosystem

The conglomerate detailed that its direct $100 billion investment is designed to be a catalyst, stimulating an additional $150 billion in spending across a spectrum of related industries. This includes server manufacturing, advanced electrical infrastructure, sovereign cloud platforms, and other support sectors. Together, these investments are projected to cultivate a comprehensive $150 billion AI infrastructure ecosystem in India over the next decade, fostering domestic capabilities and reducing reliance on international supply chains.

The Convergence of Energy and Compute

In a statement, Adani Group Chairman Gautam Adani emphasized the strategic importance of controlling both energy and computing resources. "Nations that master the symmetry between energy and compute will shape the next decade," he said. "India will not be a mere consumer in the AI age. We will be the creators, the builders and the exporters of intelligence." The initiative is built on the premise that the future of AI is inextricably linked to the availability of vast amounts of clean, sustainable power, a challenge that has begun to constrain AI development in other parts of the world.

Expanding Capacity from 2 GW to 5 GW

The roadmap builds upon the existing foundation of AdaniConnex, a joint venture with U.S.-based EdgeConneX, which currently operates a 2 GW national data center platform. The new investment will drive an ambitious expansion toward a 5 GW target. This deployment is designed as a unified ecosystem where power generation, grid infrastructure, and high-density processing capacity are developed in parallel, creating one of the largest integrated data center platforms globally.

Strategic Partnerships with Tech Giants

This vision is anchored by significant partnerships with some of the world's leading technology firms. The Adani Group is collaborating with Google to establish India's largest gigawatt-scale AI data center campus in Visakhapatnam, with additional campuses planned in Noida. The company also has ongoing projects with Microsoft in Hyderabad and Pune. Furthermore, the group announced it will deepen its partnership with Walmart-owned Flipkart to develop a second AI-specific data center to handle the e-commerce giant's next-generation computing and AI workloads.

Key Financial and Capacity Commitments

The Green Energy Backbone

Central to the entire strategy is the Adani Group's massive renewable energy portfolio. The data centers will be powered by green energy, primarily from projects like the 30 GW Khavda renewable park in Gujarat, of which over 10 GW is already operational. To support this, the group has committed an additional $15 billion to further expand its renewable generation capacity and invest in large-scale battery energy storage systems. This integration of green power is a key differentiator, addressing the immense energy demands of AI workloads sustainably.

Fostering Domestic Manufacturing and Sovereignty

To mitigate risks from global supply-chain volatility, the Adani Group will also co-invest in domestic manufacturing partnerships for critical infrastructure components. This includes transformers, power electronics, grid systems, and advanced thermal management solutions. The initiative also strongly emphasizes India's technological sovereignty. A significant portion of the GPU capacity will be reserved for Indian AI startups, research institutions, and deep-tech entrepreneurs, aiming to alleviate the current compute scarcity and foster a vibrant domestic innovation ecosystem.

Market Response and Future Outlook

The announcement was received positively by the market, with shares of Adani Enterprises trading 2.6% higher on February 17 following the news. This long-term commitment represents one of the largest private sector bets on India's technological future. By building an integrated platform that spans the entire AI stack—from green energy and data centers to chips, models, and applications—the Adani Group is positioning itself as a foundational partner in India's ambition to become a global AI powerhouse. The group has extended an invitation to global technology companies and sovereign institutions to collaborate in building out this next-generation infrastructure.