Adani AI-ready data centres are now the headline bet in India’s race to scale compute.
On February 17, 2026, Adani Enterprises said it plans to invest about $100 billion by 2035 to build renewable-powered, hyperscale Adani AI-ready data centres across India. The group framed the plan as a “sovereign energy and compute platform” designed to pair green electricity with large-scale data infrastructure. Source: [https://www.reuters.com/business/energy/indias-adani-invest-100-billion-ai-data-centres-by-2035-2026-02-17/
##) What Adani announced
The company said the $100 billion is direct investment through 2035 for Adani AI-ready data centres. It also projected spillover investment of about $150 billion in related sectors. Together, it pitched a roughly $250 billion AI-infrastructure ecosystem over the decade. Source: [https://www.adani.com/newsroom/media-releases/adani-commits-usd-100-bn-to-sovereign-ai-infrastructure
Adani) tied the announcement to its existing footprint. Reuters reported the plan builds on about 2 gigawatts (GW) of current data-centre capacity. It targets expansion to about 5 GW over time. Source: [https://www.reuters.com/business/energy/indias-adani-invest-100-billion-ai-data-centres-by-2035-2026-02-17/
##) Why “energy + compute” is the core strategy
Adani AI-ready data centres depend on power certainty. AI workloads are energy intensive and demand steady, high-quality electricity. By linking renewables and storage to data campuses, Adani is trying to control two critical bottlenecks.
Reuters reported the data-centre push is paired with a wider $55 billion renewable expansion and storage buildout. That includes major battery energy storage systems to smooth intermittent generation. Source: [https://www.reuters.com/business/energy/indias-adani-invest-100-billion-ai-data-centres-by-2035-2026-02-17/
This) “integrated platform” pitch aims to reduce cost and risk. It also addresses a key buyer concern. Hyperscalers and enterprise clients want predictable pricing and high uptime.
Partners and the commercial framing
Adani AI-ready data centres are presented as an industry platform, not a single-site project. Reuters cited existing relationships, including AdaniConneX’s partnership with Google. Adani also referenced an expanded partnership with Walmart-backed Flipkart for a second high-performance AI data centre. Source: https://www.reuters.com/business/energy/indias-adani-invest-100-billion-ai-data-centres-by-2035-2026-02-17/
Source: [https://www.adani.com/newsroom/media-releases/adani-commits-usd-100-bn-to-sovereign-ai-infrastructure
The) “sovereign” language matters. It signals interest in domestic control over sensitive workloads. That includes government and regulated-sector data. It also signals political alignment with India’s push for strategic autonomy in critical infrastructure.
Market reaction and investor read-through
Investors treated the announcement as a growth signal. Reuters reported Adani Enterprises shares rose about 2.7% after the plan was disclosed, outperforming India’s Nifty 50 index on the day. Source: [https://www.reuters.com/business/energy/indias-adani-invest-100-billion-ai-data-centres-by-2035-2026-02-17/
Still), execution risk will be closely watched. Adani AI-ready data centres require large capital outlays, long permitting cycles, and reliable grid and fiber connectivity. Returns will depend on tenant demand and pricing power.
Why it matters for India’s AI positioning
Adani AI-ready data centres focus on an area where India can scale quickly. India does not yet have deep domestic chip manufacturing at the level of the U.S. or East Asia. Data-centre capacity, however, can be built with global supply chains and local power advantages.
The announcement also lands amid a broader wave of AI infrastructure investment. Reuters noted that global players are scaling in India, alongside domestic firms. That backdrop increases demand for land, power, and network interconnects. Source: [https://www.reuters.com/business/energy/indias-adani-invest-100-billion-ai-data-centres-by-2035-2026-02-17/
##) The governance and “sovereign” debate
The “sovereign energy + compute” framing could invite policy scrutiny. Governments often welcome capacity growth. Yet they also demand transparency on data controls and security standards.
Adani AI-ready data centres may face questions on:
How workloads are segmented for government and critical sectors.
How power sourcing is audited and verified over time.
How cyber and physical security standards are enforced at scale.
Those questions will matter for public-sector procurement. They will also matter for regulated tenants in finance and health.
What to watch next
Three signals will clarify how fast Adani AI-ready data centres move from pledge to build.
First, site-by-site timelines and anchor tenants. Second, financing structure and capex pacing. Third, the pace of the linked renewables and storage rollout.
If those pieces align, Adani AI-ready data centres could materially expand India’s compute supply. If they slip, the plan may look more aspirational than operational.
Sources: https://www.reuters.com/business/energy/indias-adani-invest-100-billion-ai-data-centres-by-2035-2026-02-17/
Source: [https://www.adani.com/newsroom/media-releases/adani-commits-usd-100-bn-to-sovereign-ai-infrastructure