Adani Group to invest $100B in green AI data centers
India's Adani Group has pledged to invest $100 billion by 2035 in data center infrastructure for artificial intelligence that will be powered by renewable energy. The diversified conglomerate's announcement is anticipated to catalyze an additional $150 billion in related investments.
- The investment is part of a broader strategy to build a $250 billion AI infrastructure ecosystem in India over the next decade. This larger amount includes an anticipated $150 billion from partners in server manufacturing, sovereign cloud platforms, and other supporting industries. - Adani's data center ambitions are being executed through AdaniConneX, a 50:50 joint venture with the global data center operator EdgeConneX. The plan is to expand AdaniConneX's existing 2 GW data center capacity to 5 GW. - Key hyperscale partners are already involved, with Adani working with Google on a gigawatt-scale AI data center campus in Visakhapatnam and collaborating with Microsoft on projects in Hyderabad and Pune. The company is also deepening its partnership with Indian e-commerce giant Flipkart to develop a second AI-focused data center. - The renewable energy to power these data centers will be supplied by Adani Green Energy, primarily from its 30 GW Khavda hybrid wind and solar project in Gujarat. More than 10 GW of this project's capacity is already operational. - This initiative is framed by Chairman Gautam Adani as a move for India's "technological sovereignty," aiming to ensure the nation becomes a creator and exporter of intelligence, not just a consumer in the AI era. The strategy includes building out the complete "five-layer AI stack." - To address the talent pipeline, the Adani Group plans to work with academic institutions to create specialized curricula in AI Infrastructure Engineering and establish applied AI research labs. - The plan includes co-investing in local manufacturing partnerships for critical infrastructure components like high-capacity transformers, inverters, and advanced liquid cooling systems to de-risk the supply chain. - India's overall data center capacity is projected to more than double from 950 MW in 2024 to an estimated 2 GW by 2026, driven by digitalization and data localization policies. Mumbai currently dominates the market, holding a 54% share of the country's total data center capacity.
