Adani Group commits USD 100 billion to AI data centre build-out

The brief

Context

On 17 February 2026 in Ahmedabad, the Adani Group announced a direct investment of USD 100 billion to build renewable-energy-powered, hyperscale AI-ready data centres in India by 2035. The plan links green power generation, transmission and high-density computing in a single architecture, building on AdaniConneX's existing 2 GW data centre platform and expanding toward 5 GW. The Group frames it as India's "energy-compute backbone" for what its chairman calls an "Intelligence Revolution", aligned with India's five-layer AI architecture of applications, models, chips, energy and data centres.

Key facts

• Direct investment of USD 100 billion announced on 17 February 2026 in Ahmedabad to build green-energy-powered AI-ready data centre capacity by 2035.
• The investment is expected to catalyse an additional USD 150 billion by 2035 across server manufacturing, electrical infrastructure and sovereign cloud, creating a USD 250 billion AI infrastructure ecosystem.
• Builds on AdaniConneX's existing 2 GW national data centre platform, expanding toward a 5 GW target described as the world's largest integrated data centre platform.
• Partnership with Google for the nation's largest gigawatt-scale AI data centre campus in Visakhapatnam, plus campuses in Noida; partnership with Microsoft spanning Hyderabad and Pune.
• Adani Green Energy's Khavda project is 30 GW in size, of which over 10 GW is already operational.
• A further USD 55 billion is committed to expanding the renewable energy portfolio, including one of the world's largest battery energy storage systems (BESS).
• Deepened partnership with Flipkart to develop a second AI data centre for digital commerce, high-performance computing and large-scale AI workloads.
• A significant portion of GPU capacity will be reserved for Indian AI startups, research institutions and deep-tech entrepreneurs.

Timeline

1. Existing (as of announcement)AdaniConneX operates a 2 GW national data centre platform; over 10 GW of the 30 GW Khavda renewable project is operational.
2. 17 February 2026Adani Group announces USD 100 billion direct investment in renewable-powered hyperscale AI-ready data centres, in Ahmedabad.
3. By 2035Target completion of AI-ready data centre capacity; USD 150 billion in additional ecosystem investment expected to be catalysed.

Who has a stake

• Adani Group / AdaniConneX / Adani Green Energy — Committing USD 100 billion plus USD 55 billion in renewables; seeks position as India's premier AI infrastructure partner.
• Gautam Adani, Chairman — Publicly stakes the Group on India leading the "Intelligence Revolution" and the full five-layer AI stack.
• Google and Microsoft — Hyperscaler partners for campuses in Visakhapatnam and Noida (Google) and Hyderabad and Pune (Microsoft).
• Flipkart — Expanded data centre partnership for a second AI data centre supporting its digital commerce and AI workloads.
• Indian AI startups, research institutions and deep-tech entrepreneurs — Promised reserved GPU and high-density compute capacity to ease compute scarcity.
• Government and national programmes — Data sovereignty, alignment with PM Gati Shakti and India's five-layer AI architecture; domestic manufacturing of grid and power components.
• Academic institutions and students — AI Infrastructure Engineering curricula, applied AI research labs and a national fellowship programme to address the skills gap.

Why it matters

AI workloads are extremely energy-intensive, so control over cheap, reliable, low-carbon power is becoming as strategic as control over chips and models. A single-group commitment of USD 100 billion, expanding data centre capacity from 2 GW toward 5 GW, would concentrate a large share of India's future compute and green-power capability, with implications for data sovereignty, domestic manufacturing and the ability of Indian startups to access GPUs.