Adani Group announced Tuesday a $100 billion investment to develop renewable energy-powered AI data centers across India by 2035, positioning the Indian conglomerate to create what it claims will be the world's largest integrated data center platform while establishing India as a major contender in the global AI infrastructure race.
The blockbuster commitment, unveiled at the India AI Impact Summit in New Delhi, is expected to catalyze an additional $150 billion in related investments across server manufacturing, advanced electrical infrastructure, sovereign cloud platforms, and supporting industries, creating a projected $250 billion AI infrastructure ecosystem in India over the next decade.
Scaling From 2GW to 5GW Capacity
The investment will expand AdaniConneX's existing 2 gigawatt (GW) national data center capacity to 5 GW through multiple campus developments across India. AdaniConneX is a joint venture between Adani Enterprises and EdgeConneX, a US-based global data center provider.
"The world is entering an Intelligence Revolution more profound than any previous Industrial Revolution," Gautam Adani, chairman of Adani Group, said in a statement. "India will not be a mere consumer in the AI age. We will be the creators, the builders and the exporters of intelligence and we are proud to be able to participate in that future."
Adani Enterprises shares rose 2.7% Tuesday, making the stock the top gainer on the benchmark Nifty 50 index. Adani Green Energy shares gained 1.8% on the news.
Renewable Energy Backbone
The data centers will be powered by Adani's renewable energy portfolio, centered on the 30 GW Khavda renewable project in Gujarat, of which more than 10 GW is already operational. The group separately committed an additional $55 billion to expand its renewable generation capacity, including what it describes as one of the world's largest battery energy storage systems.
The vertically integrated model links renewable generation, transmission infrastructure, and high-density AI compute capacity under a unified architecture designed to mitigate power reliability risks that have become bottlenecks for AI data center expansion globally. Facilities will incorporate advanced liquid cooling systems and high-efficiency power architectures optimized for dense GPU clusters.
Strategic Partnerships and Domestic Manufacturing
Adani is developing large-scale AI data center campuses in Visakhapatnam and Noida, with additional facilities planned for Hyderabad and Pune. The company announced Tuesday it will expand its existing partnership with Walmart-backed Flipkart to develop a second AI data center and is in discussions with other major players to establish large-scale campuses across India.
The group has an existing partnership with Google, which pledged $15 billion over five years in October 2025 to build an AI data center hub in southern India—Google's biggest-ever investment in the country. The Google project could mean an investment of up to $5 billion for AdaniConneX.
To reduce exposure to global supply chain disruptions, Adani plans to co-invest in domestic manufacturing of critical infrastructure components including transformers, inverters, advanced power electronics, and industrial thermal management systems, aligning with India's "Aatmanirbhar" (self-reliant) industrial capacity push.
Data Sovereignty and GPU Capacity for Startups
The data centers will include dedicated computing capacity for Indian large language models, startups, and research institutions, emphasizing data sovereignty objectives. A portion of GPU capacity will be reserved for Indian AI startups, research institutions, and deep-technology innovators.
Strategic cable landing stations at Adani-operated ports are expected to support low-latency global connectivity with the Americas, Europe, Africa, and Asia—essential infrastructure for hyperscale cloud and AI operations.
Timing Amid Legal Challenges
The announcement comes as Adani Group faces ongoing legal scrutiny. US Securities and Exchange Commission court filings late last month showed the agency is seeking to send summons to Gautam Adani and nephew Sagar Adani on charges of bribery and fraud. Gautam Adani was indicted with seven others in New York federal court in November 2024 on charges related to an alleged massive bribery and fraud scheme. India's Ministry of Law and Justice twice refused last year to deliver the summons under the Hague Convention.
Despite the legal challenges, the AI infrastructure investment signals Adani's strategic pivot toward positioning itself as a foundational player in India's energy-compute nexus as the country seeks to establish itself beyond the periphery of the global AI boom, where it has been hampered by limited chip manufacturing capability.
"For decades, we imported technology. Now we are building the backbone," Gautam Adani said. "India will not follow the AI century. India will shape it."
