India’s Adani Group has announced a large-scale investment program for artificial intelligence infrastructure: by 2035, the company plans to invest $100 billion in the construction of hyperscale data centers with a total capacity of up to 5 GW. The Group estimates that the project could attract about $150 billion of additional investment in related industries, from construction and electrical equipment to digital services.
Chairman Gautam Adani promises to synchronize the development of energy facilities and digital capacities in order to give India a competitive advantage in the global AI economy. The existing AdaniConnex platform, which has a capacity of about 2 GW, will serve as the basis for this expansion.
The company is already collaborating with Google on a gigawatt-scale data center campus in Visakhapatnam in addition to developing sites in Noida. It is also working on projects with Microsoft in Hyderabad and Pune while conducting negotiations with other technology corporations.
Reliance on renewable energy will be a key feature of this program. The data centers are to be powered by Khavda, a giant complex of wind and solar farms. With a target capacity of 30 GW, it already has more than 10 GW of facilities in operation.
In addition, the Group plans to invest some $55 billion in expanding its renewable energy portfolio and building large-scale energy storage systems. This is crucial, since AI data centers produce high and stable loads on the power grid.
The company’s strategy also includes the modernization of its grid infrastructure: strengthening trunk transmission lines, developing connection hubs and building submarine cable receiving stations, including at ports managed by Adani.
In order to reduce its dependence on unstable global supply chains, the company plans to invest in partnerships with Indian manufacturers of high-power transformers, power electronics, grid systems, inverters and thermal management solutions.
