India's Adani Group to Invest $100 Billion on AI Infrastructure — Update

By Kosaku Narioka

Adani Group plans to invest $100 billion to develop renewable-energy powered, large-scale data centers by 2035, the largest such commitment in India so far, as the South Asian nation looks to become a global leader in the age of artificial intelligence.

The Indian conglomerate said Tuesday that the new initiative will build on partnerships with Google and Microsoft and aim to expand its data-center portfolio to 5 gigawatts, from its current 2-gigawatt plan, through a joint venture with Virginia-based EdgeConneX.

Adani said its investment is expected to spur further spending across server manufacturing, electrical infrastructure, cloud platforms and supporting industries over the next decade.

The group also said it will strengthen its partnership with Flipkart and develop a second AI data center to support the Walmart-owned online retailer's digital commerce.

Adani said it is uniquely positioned to provide competitively priced, carbon-neutral power for AI workloads. In addition to Adani Green Energy's 30-gigawatt Khavda project in the western coastal state of Gujarat, the group plans to further expand its renewable-energy portfolio.

"Nations that master the symmetry between energy and compute will shape the next decade. India is uniquely positioned to lead," said Adani Group Chairman Gautam Adani.

To reduce exposure to global supply-chain volatility, Adani Group said it will also invest in domestic partnerships to produce critical infrastructure components, including high-capacity transformers and grid systems.

The conglomerate said dedicated compute capacity will support Indian large language models and national data initiatives, ensuring long-term data sovereignty.

Adani said cable landing stations, including those at Adani ports, will ensure low-latency connectivity with the rest of the world.

The announcement comes as India has become one of the hottest markets globally for U.S. tech titans looking to cater to the country's large population. In October, Google announced a $15 billion investment in data centers in southeastern India, as well as undersea cable links. In December, Microsoft unveiled its largest-ever investment in Asia with a $17.5 billion pledge to develop the country's cloud and AI infrastructure.

Indian officials say the country is well-placed to host data centers, which require significant energy, given its investments in renewables in recent years.

Write to Kosaku Narioka at kosaku.narioka@wsj.com

(END) Dow Jones Newswires

February 17, 2026 05:30 ET (10:30 GMT)