Adani Group Pledges $100B for Indian AI Data Centers
India's Adani Group announced plans to invest $100 billion in AI-ready hyperscale data centers by 2035. The expansion is reportedly tied to partnerships with major tech firms like Google. This investment aligns with a broader push to build out India's AI infrastructure, which includes leveraging platforms like the new TCS and AMD Helios offering.
- This investment is set to expand the AdaniConneX data center platform from its existing 2 GW plan to a target of 5 GW of national capacity. - The project will be powered by Adani Green Energy's 30 GW Khavda renewable project, with an additional $55 billion committed to expand the company's renewable portfolio, including battery energy storage systems. - Specific hyperscale campuses are planned in partnership with Google in Visakhapatnam and Noida, and with Microsoft in Hyderabad and Pune. - The initiative is being executed through AdaniConneX, a 50:50 joint venture with Virginia-based EdgeConneX, a global data center operator. - Adani's $100 billion direct investment is expected to catalyze an additional $150 billion in spending across server manufacturing, electrical infrastructure, and sovereign cloud platforms by 2035, creating a projected $250 billion AI infrastructure ecosystem. - A key goal is to establish long-term data sovereignty for India, with dedicated compute capacity reserved for Indian startups, research institutions, and developers working on large language models. - To mitigate supply-chain risks, the plan includes investing in domestic partnerships to produce critical infrastructure components such as high-capacity transformers and grid systems. - This expansion is part of a broader boom in which the Indian data center market is projected to grow from approximately $10.48 billion in 2025 to $27.2 billion by 2032.
