Adani Group Unveils Massive 100 Billion Dollar Plan to Build India’s Sovereign AI Infrastructure

In a move set to redefine the global technological landscape, the Adani Group announced a direct investment of $100 billion to develop renewable-energy-powered, hyperscale AI-ready data centers by 2035. Revealed during the India AI Impact Summit 2026, this ambitious roadmap positions the conglomerate at the heart of the “Intelligence Revolution.” The investment is designed to establish a long-term sovereign energy and compute platform, ensuring that India transitions from a consumer of artificial intelligence to a primary creator and exporter of intelligence services.

Building the Five Layer AI Stack

The initiative aims to scale the group’s data center arm, AdaniConneX, from its current 2 gigawatt (GW) capacity to a massive 5 GW target over the next decade. Chairman Gautam Adani emphasized that the project is not merely about storage but about creating an integrated “energy plus compute” architecture. This model leverages the group’s existing strengths in green energy—specifically the 30 GW Khavda renewable project in Gujarat—to power high-density AI workloads that require immense and consistent electricity supply.

The investment is expected to have a multiplier effect, potentially catalyzing an additional $150 billion in related industries. This ecosystem will encompass server manufacturing, advanced electrical systems, liquid cooling technologies, and sovereign cloud platforms. By localizing the supply chain for critical components like transformers and grid systems, the Adani Group aims to reduce India’s dependence on global sources and secure technological sovereignty.

Strategic Global and Domestic Partnerships

The roadmap is anchored by high-profile collaborations with global tech titans. The Adani Group has partnered with Google to establish the nation’s largest gigawatt-scale AI data center campus in Visakhapatnam, alongside additional facilities in Noida. Furthermore, a collaboration with Microsoft will see the development of hyperscale campuses in Hyderabad and Pune.

On the domestic front, the group is deepening its engagement with Flipkart to build a second AI-focused data center. This facility will be purpose-built to support high-performance computing for digital commerce and large-scale AI workloads. A significant portion of the total compute capacity will also be reserved for Indian AI startups and research institutions, fostering a “full-stack” innovation environment within the country.

Market Reaction and Economic Implications

The announcement sent ripples through the stock market, with flagship firm Adani Enterprises leading the charge. Shares of the company rose over 3 percent in intraday trading as investors cheered the long-term growth prospects. Analysts view this as a strategic pivot that aligns with the global trend of massive capital expenditure in AI infrastructure.

By integrating renewable power generation and transmission with hyperscale computing, the Adani Group is addressing the single largest hurdle in the AI race: sustainable power. This 5 GW deployment is projected to create the world’s largest integrated data center platform, cementing India’s role as a global hub for the next decade’s digital economy.

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Infosys Shares Surge as Strategic Partnership with Anthropic Signals New Era of Agentic AI

The Indian technology landscape witnessed a significant bullish breakout on February 17, 2026, as shares of Infosys, the country’s second-largest IT services exporter, climbed more than 3 percent in intraday trading. This upward momentum followed the company’s announcement of a landmark strategic collaboration with Anthropic, a global leader in AI safety and research. The partnership is designed to bridge the gap between experimental AI models and large-scale enterprise deployment, specifically targeting highly regulated sectors such as telecommunications and financial services.

Strategic Integration of Claude and Infosys Topaz

At the heart of this alliance is the integration of Anthropic’s advanced Claude models—including the recently launched Claude Code—with Infosys Topaz, an AI-first suite of services. This synergy aims to provide global enterprises with the tools to automate complex, multi-step workflows while maintaining the strict governance and transparency required by modern regulatory frameworks.

The collaboration will initially focus on the telecommunications sector. To facilitate this, Infosys is establishing a dedicated Anthropic Center of Excellence. This center will be tasked with building and deploying “agentic AI”—systems that go beyond simple question-and-answer interactions to independently handle persistent tasks such as processing insurance claims, managing compliance reviews, and generating high-quality software code.

Shifting the Market Narrative from Threat to Opportunity

The surge in Infosys’ stock price reflects a broader shift in investor sentiment regarding the Indian IT sector. In recent months, fears had mounted that generative AI and tools like Claude CoWork might cannibalize traditional software service revenues. However, the partnership between a major Indian service provider and a frontier AI laboratory like Anthropic suggests that AI is becoming a growth catalyst rather than a disruptive threat.

By leveraging the Claude Agent SDK, Infosys plans to help organizations modernize legacy systems, significantly reducing the costs associated with updating aging digital infrastructure. Industry analysts have noted that this move positions Infosys as a primary beneficiary of enterprise-wide AI spending, particularly as companies transition from pilot projects to full-scale production environments.

Leadership Insights on Future Innovation

Salil Parekh, CEO of Infosys, described the collaboration as a “strategic leap” toward making global organizations more resilient and responsible through AI. He emphasized that the goal is to accelerate value realization by combining Infosys’ deep domain expertise with Anthropic’s frontier technology.

Echoing this sentiment, Dario Amodei, CEO and Co-founder of Anthropic, highlighted that while many AI models perform well in demos, bringing them into regulated industries requires the specialized engineering scale that Infosys provides. The collaboration is expected to expand rapidly beyond telecommunications into manufacturing and software development, further solidifying the role of Indian IT in the global AI race.

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