Adani Group invests $100bn in India’s renewable-powered AI data centres

Core Insights - The Adani Group has announced a $100 billion investment to establish renewable-energy-powered hyperscale data centers across India by 2035, potentially leading to an additional $150 billion in related investments, creating a projected $250 billion domestic AI infrastructure ecosystem within the next decade [1]. Group 1: Investment and Growth Plans - The roadmap aims to expand AdaniConnex's current 2GW national data center capacity to a target of 5GW, with AdaniConnex being a joint venture between The Adani Group and US-based EdgeConneX [2]. - Partnerships with major firms, including Google for a gigawatt-scale AI data center campus in Visakhapatnam and collaborations with Microsoft in Hyderabad and Pune, are part of the growth strategy [2][3]. Group 2: Infrastructure and Technology - The initiative will integrate renewable power generation, energy transmission infrastructure, and hyperscale computing facilities under a coordinated framework, supporting high-density compute clusters for advanced AI workloads [4]. - A portion of the dedicated compute capacity will be allocated for Indian large language models (LLMs) and national data requirements, backed by robust transmission networks [4]. Group 3: Renewable Energy Strategy - Adani Green Energy's Khavda project is central to the group's energy strategy, with over 10GW currently operational out of a planned 30GW, alongside a commitment of an additional $55 billion investment into renewable energy assets, including battery storage solutions [5]. - The chairman of Adani Group emphasized the expansion into a complete five-layer AI stack focused on India's technological sovereignty [5].