The Adani Group has unveiled a landmark $100 billion AI data centre investment plan to construct renewable-powered, hyperscale computing infrastructure across India by 2035, a move designed to position the country at the vanguard of the global artificial intelligence economy. This significant initiative marks a pivotal moment for the Adani AI data centre investment strategy.
The announcement, one of the largest corporate commitments to AI infrastructure globally, was made as part of a broader strategic vision to build what company leaders describe as a sovereign, integrated energy-and-compute ecosystem capable of supporting advanced AI development and deployment.
Strategic Investment to Build an AI Ecosystem
Adani’s AI data centre investment will expand the group’s existing national data centre capacity from 2 gigawatts (GW) to 5 GW by 2035, powered entirely by renewable energy and linked to next-generation compute clusters.
According to the company’s media release, the $100 billion direct investment is expected to catalyse an additional $150 billion across server manufacturing, electrical supply infrastructure, sovereign cloud platforms, and adjacent industries over the next decade. Taken together, this could create a $250 billion AI infrastructure ecosystem across India.
Gautam Adani, Chairman of the Adani Group, encapsulated the ambition, stating:
“The world is entering an Intelligence Revolution more profound than any previous Industrial Revolution. Nations that master the symmetry between energy and compute will shape the next decade. India is uniquely positioned to lead. India will not be a mere consumer in the AI age. We will be the creators, the builders, and the exporters of intelligence, and we are proud to be able to participate in that future.”
Renewable Power and Hyperscale Computing
A defining feature of this initiative is its integration of renewable energy, which Adani Group says will power all data centre campuses through low-carbon sources. This includes leveraging existing assets such as the 30 GW Khavda green energy park in Gujarat, which already supplies 10 GW and is on track to reach full capacity by 2030.
In addition to renewable generation, the investment plan allocates roughly $55 billion toward expanding battery energy storage systems (BESS) and grid infrastructure to support the massive power demands of AI workloads.
Designed as a unified platform, the expanded capacity will support high-density computing clusters suited for training and inference workloads, advanced cooling systems, and resilient transmission networks to maintain uptime at hyperscale.
Partnerships and Global Integration
Strategic partnerships with major global tech firms bolster Adani’s investment. The group has announced collaboration with Google to develop one of India’s largest gigawatt-scale AI campuses in Visakhapatnam, as well as additional centres in Noida. Talks are also underway with other flagship tech players seeking to establish large-scale data campuses across India.
These partnerships extend beyond infrastructure to include next-generation cloud and compute services, laying the foundation for sovereign cloud platforms tailored to the needs of Indian enterprises and government agencies.
Implications for the Global AI Race
The Adani AI data centre investment marks a significant shift in the balance of AI infrastructure development, traditionally dominated by US and Chinese hyperscalers. For Dubai-based founders, financial sector leaders, and policymakers, this signals growing competition for data-intensive workloads and an opportunity to reconfigure supply chains and innovation hubs. Analysts suggest that India’s enhanced computing capacity could attract additional foreign capital and talent to its burgeoning tech ecosystem.
Beyond commercial implications, the focus on renewables aligns with the UAE’s own sustainability goals, where energy transition and AI policy are key components of economic diversification frameworks.
Sovereign Compute and Talent
In parallel with hardware deployment, the Adani Group has emphasised initiatives to build domestic AI talent and innovation capacity. Partnerships with academic institutions and specialised AI infrastructure engineering programmes are intended to cultivate expertise in high-performance computing, energy systems, and software development for deep tech startups.
For regional and global tech investors, the combination of scale, sustainability, and sovereign compute capacity presents an evolving landscape for capital deployment and strategic alliances.
