Adani's $100bn AI bet turns India into infrastructure battleground
Gautam Adani is building the world's largest renewable-powered AI infrastructure network. His $100 billion commitment targets 5 GW of data centers by 2035, powered entirely by the Khavda project's 30 GW capacity. Adani Energy Solutions shares trade at 211x earnings, reflecting the AI proxy mania that has gripped Indian markets. The integrated play spanning ports, power, and data centers creates a $250 billion ecosystem that could reshape India's position in the global AI race. The real test comes when hyperscale loads meet the reality of 100 percent renewable power promises.
Sources
- Adani's USD 100 billion AI power play — Breakbulk
- First cracks in AI bubble rattle India's proxy stock investors — Economic Times
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