Observed Signal · Feb 17, 2026 · Funding · Source: techcrunch · Impact: 4/5 · Sentiment: Positive
Adani Invests $100B in AI Data Centers for India
Adani Group announced a $100 billion investment through 2035 to build renewable-energy-powered data centers optimized for AI workloads across India. The plan aims to deploy up to 5 gigawatts of data-center capacity, develop large AI data-center campuses in Visakhapatnam and Noida (with additional sites planned in Hyderabad and Pune), and catalyze an estimated $150 billion in related investment to create a $250 billion AI infrastructure ecosystem. The effort builds on AdaniConneX (a JV with EdgeConneX), existing partnerships with Google and Microsoft, and plans to expand renewable generation (including the 30 GW Khavda project) and domestic manufacturing of critical components. Adani did not detail how much of the $100 billion is already committed or the spending phasing or timing for operational AI workloads.
A very large, multiyear infrastructure investment that could materially expand global AI compute capacity, renewable-powered data-center supply, domestic manufacturing, and cloud/AI partnerships — impacting where AI workloads run and the regional competitive landscape.
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Key Takeaways & Evidence Grounding
- Adani Group pledged $100 billion over the next decade (through 2035) to build AI-specialized data centers in India.
- The program targets up to 5 gigawatts of data-center capacity and expects to catalyze an additional $150 billion, creating a $250 billion AI infrastructure ecosystem.
- Adani plans AI data-center campuses in Visakhapatnam and Noida, with planned facilities in Hyderabad and Pune, and an expanded Flipkart partnership for another AI data center.
- The initiative builds on AdaniConneX, a joint venture between Adani Enterprises and EdgeConneX that has developed about 2 gigawatts of capacity in India.
- Adani intends to power the data centers with renewable energy (citing the 30 GW Khavda project) and will invest an additional $55 billion in renewable generation and battery storage, plus co-invest in domestic manufacturing of critical components.
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Adani to Invest $100 Billion in AI Data Centers
Adani Group announced plans to invest $100 billion to build renewable energy–powered, AI-ready data centers across India by 2035, aiming to create the world’s largest integrated data-center platform. The company said the deployment will help create a $250 billion AI infrastructure ecosystem and is expected to spur an additional $150 billion in related spending across server manufacturing, sovereign cloud platforms and supporting industries. The plan builds on AdaniConnex (a joint venture with EdgeConnex) and seeks to expand its national data-center footprint from 2 GW toward a 5 GW target; Adani said it has strategic partnerships with Google and is in talks with other major players.
Reliance Bets Big: $110B AI Infrastructure for India
Mukesh Ambani announced that Reliance will invest ₹10 trillion (about $110 billion) over the next seven years to build AI computing infrastructure in India. The plan includes gigawatt-scale data centers, a nationwide edge computing network, and AI services integrated with Reliance’s Jio telecom platform. Reliance has started construction of multi-gigawatt data centers in Jamnagar, with more than 120 megawatts of capacity expected online in the second half of 2026. The build-out will leverage Reliance’s green energy — roughly 10 gigawatts of surplus solar power — and the company plans to partner with enterprises, startups and academia and to develop AI capabilities in Indian languages. The announcement sits alongside other large AI investments in India, including Adani Group and global tech firms partnering with local groups.
Tech Titans Pour Billions into India's AI Ambitions
Tech giants and Indian conglomerates announced large-scale AI investments and partnerships at an AI summit in India, with hyperscalers saying AI capital expenditure could reach $700 billion this year. Reliance reportedly plans to invest $110 billion in data centers and infrastructure, and Adani outlined a $100 billion AI data center buildout over the next decade. Microsoft committed to invest $50 billion in AI across the Global South by 2030. OpenAI and AMD announced partnerships with Tata Group, while Blackstone participated in a $600 million equity raise for Indian AI infrastructure company Neysa. The summit also included high-profile attendees and controversies, including Bill Gates withdrawing amid backlash and criticism of an Indian university’s claim about a robot dog.
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