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Billionaire Gautam Adani has pledged a jaw-dropping $100 billion to build renewable-powered, AI-ready data centers across India by 2035 — a private-sector commitment that dwarfs many government programs and will reshape the global tech map. The Adani Group frames this as a sovereign energy-and-compute backbone that aims to keep Indian data and AI workloads under Indian control while scaling capacity nationwide.
The plan is designed to catalyze an additional $150 billion in adjacent industries — from server manufacturing to sovereign cloud platforms — creating what Adani calls a roughly $250 billion AI ecosystem over the next decade. Strategic partnerships are already in place: a $15 billion, gigawatt-scale AI campus with Google in Visakhapatnam and collaborations with Microsoft on projects in Hyderabad and Pune, signaling that global tech heavyweights see India as the next major market.
AdaniConnex, the joint venture between Adani and U.S.-based EdgeConneX, has about 2 gigawatts of data-center capacity now and is targeting an expansion to 5 gigawatts as part of the rollout. Power will come from Adani Green Energy’s massive Khavda project — a 30-gigawatt renewable portfolio with over 10 gigawatts already operational — and the group says it will invest another $55 billion in renewables and battery storage to keep compute carbon-neutral.
Patriots who believe in private enterprise should applaud this kind of scale and ambition; when capital moves boldly it creates jobs, supply chains, and real strategic leverage. Too often in the West we expect governments to do the heavy lifting while bureaucrats tinker — Adani’s move is a reminder that free markets and concentrated private risk-taking still build nations.
There are geopolitical consequences Americans cannot ignore: India’s stated aim to be a creator and exporter of intelligence, not just a consumer, means a chunk of future AI power will sit squarely outside Western corporate control. New Delhi’s push for technological sovereignty should be respected and watched closely, because the winners in compute and energy alignment will set rules for decades to come.
Skeptics should also note that questions remain about how much of the $100 billion is committed versus projected spending and how the rollout will be phased, a detail Adani did not fully clarify to reporters. That ambiguity is a prudent reminder that headline numbers win headlines, but execution is where results — and risks — are real.
For hardworking Americans who believe in competition rather than coziness with authoritarian regimes, the lesson is simple: rebuild our own industrial and energy foundations, cut needless regulatory delays, and let private capital do what it does best. If Washington wants to keep America competitive, it should stop taxing and tying down investors and start incentivizing large-scale, forward-looking investments in energy and compute.
This is a story about audacity, national ambition, and the kind of private-sector muscle that changes geopolitics. We should tip our hats to hard-earned success while insisting our leaders match it — because in the coming Intelligence Revolution, no nation can afford to be left dependent or complacent.
