In a staggering announcement, the Adani Group has committed USD 100 billion to developing India's AI infrastructure, a move poised to transform the nation into a global AI powerhouse. This investment will build a green-energy-powered, AI-ready data centre capacity by 2035, setting the stage for an intelligence ecosystem worth USD 250 billion. But what does this mean for the future of AI and technology in India?
The Backbone of an AI-Driven Economy
Adani's investment is not just about building data centers; it's about creating a comprehensive AI ecosystem. By 2035, this initiative is expected to catalyze an additional USD 150 billion across server manufacturing and cloud services, according to the Adani Group. This ambitious plan underlines India's strategic position in the Intelligence Revolution.
- Investment in renewable energy to power these data centers aligns with global trends towards sustainable AI infrastructure.
- Adani's existing partnerships with tech giants like Google and Flipkart further solidify India's stance as a hub for AI innovation.
Worldwide IT spending is projected to grow by 10.8% in 2026, reaching $6.15 trillion — Gartner
Harnessing Renewable Energy for AI
As AI workloads demand more energy, integrating renewable energy sources becomes crucial. The commitment includes expanding Adani's renewable energy portfolio by USD 55 billion, leveraging the 30 GW Khavda project. This strategy not only supports AI's energy needs but also reduces environmental impact, a sentiment echoed by Somsubhra Ghosh from EXP, who sees solar power as a viable solution.
- Over 10 GW of Adani's renewable energy is already operational, with plans for one of the world's largest battery energy storage systems.
- Strategic connectivity through cable landing stations ensures global integration, reducing latency and enhancing performance.
Building a Resilient AI Supply Chain
To mitigate global supply chain risks, Adani plans to co-invest in domestic manufacturing for critical infrastructure components. This initiative aims to establish India not just as a technology consumer, but as a producer and exporter of AI infrastructure.
- Investment in high-capacity transformers and advanced power electronics.
- Collaboration with local manufacturers to strengthen India's position in the global AI economy.
Data centers' power demand is expected to increase by 175% by 2030 — Goldman Sachs
Democratizing AI: Empowering Startups and Innovators
A significant portion of Adani's AI infrastructure will support Indian startups and research institutions. By reserving GPU capacity for these entities, the Adani Group aims to alleviate compute scarcity and foster innovation. This move aligns with India's five-layer AI architecture, which includes applications, models, chips, energy, and data centers.
- Partnerships with academic institutions to build AI engineering curricula and research labs.
- National fellowship programs to address the skills gap in AI infrastructure engineering.
Yotta's partnership with NVIDIA on Shakti Cloud highlights successful collaborations in AI infrastructure — NVIDIA
Strategic Integration with National Priorities
Adani's AI infrastructure initiative complements India's national priorities, such as the PM Gati Shakti program. By embedding AI across logistics and industrial corridors, the group is creating hyper-efficient, smart operations that modernize national infrastructure and ensure data sovereignty.
- Integration of agentic AI systems to streamline operations across ports and logistics.
- Ensuring long-term data sovereignty through dedicated compute capacity for national initiatives.
Conclusion
Adani's USD 100 billion commitment to AI infrastructure is a monumental step towards establishing India as a leader in the global AI economy. By addressing energy sustainability, supply chain resilience, and talent development, this initiative not only benefits the nation but also sets a blueprint for future AI infrastructure projects worldwide. At Jina Code Systems, we are excited to see how this investment will catalyze digital transformation and are keen to partner with organizations looking to scale their AI capabilities in this new era.
