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Adani Bets $100 Billion on Data Centres to Power India’s AI Ambitions

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Adani Enterprises has announced plans to invest $100 billion in renewable-powered, AI-ready data centres by 2035, marking a major step in India’s push to become a key player in the global artificial intelligence landscape.

The investment aims to build a network of data centres designed to support large-scale AI computing, while integrating renewable energy and resilient power infrastructure. The company expects this initiative to stimulate an additional $150 billion in related sectors such as server manufacturing and sovereign cloud services, potentially creating a $250 billion AI infrastructure ecosystem over the next decade.

India has recently seen increased spending in AI infrastructure from global technology companies including Google, Amazon, Meta and Microsoft, alongside domestic firms such as Reliance and TCS. Analysts view data centres as India’s most viable path to gaining influence in the AI economy, given its limited presence in semiconductor manufacturing.

Adani plans to expand its existing 2 gigawatts of data centre capacity to 5 gigawatts, positioning itself to build one of the world’s largest integrated platforms for AI operations. The group will also invest $55 billion in renewable energy expansion, including large-scale battery storage systems.

The company is already collaborating with Google on an AI data centre project and will expand its partnership with Flipkart to develop another facility. Discussions with additional partners are ongoing.

OpenAI Unveils Plan to Keep Data-Center Energy Costs in Check

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OpenAI has announced a new Stargate Community plan designed to ensure its expanding data center operations do not push up electricity costs for local communities. The initiative aims to make OpenAI’s large-scale AI infrastructure “pay its way on energy” as demand for computing power accelerates.

Stargate is a $500 billion, multi-year effort to build advanced AI data centers for training and inference, backed by investors including Oracle. The project received public support from U.S. President Donald Trump when it was first announced in early 2025.

Under the new approach, each Stargate site will have a locally tailored community plan shaped by local input and concerns. Depending on the location, OpenAI said this could involve fully funding dedicated power and storage, or paying for new energy generation and transmission capacity to support the facility.

The move reflects growing pressure on technology companies to address the strain that AI data centers place on power grids. OpenAI’s announcement follows a similar step by Microsoft, which recently outlined measures to manage water and electricity use at its U.S. data centers while working with utilities to expand local supply.

OpenAI and SoftBank Invest $1 Billion in SB Energy to Expand Stargate Data Center Buildout

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OpenAI and SoftBank Group will jointly invest $1 billion in SB Energy, committing $500 million each to accelerate the expansion of data center and power infrastructure for their Stargate initiative, SB Energy said on Friday.

SB Energy, which is owned by SoftBank, will build and operate OpenAI’s previously announced 1.2-gigawatt data center campus in Milam County, Texas. The facility is a key component of Stargate, a massive, multi-year plan to scale artificial intelligence training and inference capacity in the United States.

As part of the partnership, SB Energy will also become a customer of OpenAI, using its application programming interfaces and deploying ChatGPT internally for employees.

Stargate is a $500 billion initiative backed by major investors including Oracle, and was publicly endorsed by Donald Trump when the plan was unveiled in January 2025. The project reflects the scale at which leading AI developers are now operating as they race to secure computing power.

The deal highlights a broader industry shift in which technology companies are investing directly in energy and power infrastructure. Access to reliable electricity has become a critical bottleneck for AI expansion, as larger and more numerous data centers sharply increase power demand.

SB Energy said it is developing several data center campuses, with initial facilities expected to begin service later this year. “The partnership accelerates our delivery of advanced AI data center campuses and associated energy infrastructure at the scale required to advance Stargate and secure America’s AI future,” said SB Energy co-CEO Rich Hossfeld.

The data center construction boom has also driven rivals to commit unprecedented sums to infrastructure. Meta Platforms and other Big Tech firms have announced multi-billion-dollar investments spanning chips, cooling systems, servers and power generation.

At the same time, OpenAI is facing rapidly rising costs to train and operate its AI models amid intensifying competition from Alphabet’s Google. OpenAI CEO Sam Altman told employees late last year that the company had entered a “code red” phase, prioritising improvements to ChatGPT while delaying other product launches to counter Google’s Gemini gaining traction.