The initiative comes amid a surge in AI infrastructure spending in India, with international tech giants including Google, Amazon, Meta Platforms, and Microsoft increasing investments alongside domestic leaders like Reliance Industries and TCS.
“AI-ready data centres would be a critical nerve centre of the AI-driven environment, and it’s natural that large groups with deep pockets will get future-ready by setting up such facilities,” said Ambareesh Baliga, an independent market analyst. He added that top firms, including Reliance and Adani, are moving quickly to capture opportunities as AI is widely expected to disrupt multiple industries.
Adani expects the $100 billion investment to generate an additional $150 billion in related sectors, such as server manufacturing and sovereign cloud platforms, creating a $250 billion AI infrastructure ecosystem in India over the next decade. Following the announcement, Adani Enterprises’ shares rose 2.7%, making it the top gainer on the benchmark Nifty 50 index.
Strengthening India’s Role in AI
India has historically been on the periphery of the AI boom due to limited domestic chip manufacturing, making data centre development a key avenue for global relevance. The investment will focus on integrating renewable energy, power grid resilience, and AI computing, creating what the company calls the world’s largest integrated data centre platform, scaled from its current 2 GW to 5 GW capacity.
“For decades, we imported technology. Now we are building the backbone,” said Chairman Gautam Adani in a post on X. “India will not follow the AI century. India will shape it.”
In addition to AI data centres, Adani plans to invest $55 billion to expand its renewable energy portfolio, including one of the world’s largest battery energy storage systems.
Expanding Global Partnerships
Adani’s strategy also involves strengthening partnerships with global tech leaders. The company already has a partnership with Google, which pledged $15 billion over five years to build an AI data centre—its largest investment in India to date. It also plans to expand collaboration with Walmart-backed Flipkart to develop a second AI data centre and is in talks with other major players to establish large-scale campuses across India.
The announcement positions Adani at the forefront of India’s AI infrastructure push, combining renewable energy and advanced computing to lay the groundwork for the country’s technological ambitions.