Adani Group to Invest $100 Billion in AI Data Centres, Targets $250 Billion Infrastructure Ecosystem
The Adani Group has unveiled an ambitious plan to invest $100 billion in building renewable energy-powered, AI-ready data centres by 2035. The ports-to-power conglomerate aims to position India as a global hub for artificial intelligence (AI) infrastructure, aligning its strategy with the country’s growing digital and AI ambitions.
The company stated that this massive capital deployment could act as a catalyst for an additional $150 billion in investments across related industries such as server manufacturing, advanced electrical systems, and supporting infrastructure. Together, this could create a potential $250 billion AI infrastructure ecosystem in India over the next decade.
Scaling AI Infrastructure Across India
The new investment will expand upon AdaniConneX’s existing 2 GW national data centre capacity, which is now progressing toward a 5 GW target. The expansion is supported by strategic partnerships with major global technology firms.
Previously, AdaniConneX announced a collaboration with Google to establish what is expected to be India’s largest AI data centre hub along with energy infrastructure in Visakhapatnam. Google has committed $15 billion toward the project.
Additionally, partnerships with Microsoft are driving the development of data centre campuses in Hyderabad and Pune, strengthening the company’s AI-ready footprint across key technology corridors.
New Partnerships and Expansions
Beyond existing collaborations, the group is actively engaging with other global players to establish large-scale data centre campuses across India. It has also partnered with Walmart-owned Flipkart to build a second AI-focused data centre tailored to support Flipkart’s AI workloads and next-generation digital commerce operations.
This coordinated expansion underscores the increasing demand for AI infrastructure fueled by:
- Rapid enterprise-level AI adoption
- Competitive data centre construction costs in India
- Government-mandated data localisation norms
- Rising cloud and digital commerce penetration
Five-Layer AI Stack and Technological Sovereignty
The Adani Group’s strategy extends beyond physical infrastructure. The company has outlined plans to develop a comprehensive five-layer AI stack, integrating green energy, data centres, digital infrastructure, advanced computing, and AI applications.
According to the company leadership, the objective is to ensure that India becomes a creator and exporter of AI capabilities rather than merely a consumer of global technologies. This vision aligns with the broader national push to strengthen technological self-reliance.
Renewable Energy Backbone: Additional $55 Billion Commitment
To power this large-scale AI infrastructure sustainably, Adani Enterprises also announced a further $55 billion investment in expanding its renewable energy portfolio. This includes the development of one of the world’s largest battery energy storage systems.
The integration of renewable energy with data centre infrastructure is expected to:
- Lower long-term operational costs
- Reduce carbon footprint of AI workloads
- Enhance energy security and grid stability
- Support ESG-focused investment mandates
India’s Emerging AI Investment Landscape
The announcement comes at a time when global corporations are committing substantial capital to India’s digital ecosystem. Technology giants and conglomerates have pledged multi-billion-dollar investments to set up data centres across the country.
India’s growing digital economy, expanding internet penetration, and regulatory emphasis on data localisation are driving this investment wave. As AI adoption accelerates across financial services, telecommunications, manufacturing, and e-commerce sectors, demand for hyperscale, energy-efficient data centres is expected to rise sharply.
For retail investors, this development signals a long-term structural shift toward AI infrastructure and green energy integration. Companies with exposure to data centres, renewable power, electrical equipment, and semiconductor ecosystems could potentially benefit from this investment cycle.
With a combined potential impact of $250 billion over the next decade, Adani Group’s strategy represents one of the most significant private-sector commitments toward building India’s AI infrastructure backbone.
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