In a major expansion of his “port-to-power” empire, Gautam Adani is reportedly in advanced discussions with Meta Platforms and Google to form massive partnerships for his data center business. The talks, first reported by Bloomberg on March 25, are part of Adani’s sweeping $100 billion digital infrastructure push aimed at turning India into a global hub for AI and cloud computing.
According to sources familiar with the matter, Flipkart (Walmart) is also in separate negotiations with the group to secure capacity for its own expanding e-commerce and logistics operations.
1. The “Sovereign Compute” Strategy
Adani is positioning his conglomerate as a one-stop-shop for hyperscalers who are currently in a multi-billion dollar “arms race” for physical AI infrastructure in India.
- Land & Power: Adani’s primary value proposition is his ability to provide two resources that are increasingly scarce in India: vast tracts of land and captive renewable energy.
- Green Energy Link: The data centers will likely be powered by Adani Green Energy’s 30 GW Khavda project in Gujarat, the world’s largest renewable energy park.
- The Goal: To scale AdaniConneX (a 50:50 joint venture with EdgeConneX) from its current capacity to 5 GW by 2035, creating a “sovereign energy and compute platform” that reduces India’s dependence on foreign-owned cloud regions.
2. Context: The $15 Billion “Visakhapatnam” Hub
While the current talks represent a “fresh phase” of investment, the group has already established a strong foundation with Google.
| Partnership | Status | Scope / Investment |
| AdaniConneX & Google | Announced Oct 2025 | $15 Billion for India’s largest AI infrastructure hub at Visakhapatnam (2026-2030). |
| Meta Platforms | In Discussion | Seeking hyperscale capacity for AI model training and localized data storage. |
| Flipkart (Walmart) | In Discussion | Negotiating for regional data hubs to support “Vaani” and other AI retail tools. |
| Reliance (RIL) | Competitor | Building a 3 GW AI data center in Jamnagar powered by Nvidia chips. |
3. Why Big Tech is Flocking to Adani
The surge in interest from Meta and Google is driven by three main factors in 2026:
- Data Localization: Stricter Indian government policies now mandate that more types of personal and sensitive data be stored within national borders.
- AI Workload Intensity: Training next-gen models (like Meta’s Llama 4 or Google’s Gemini 3) requires immense, reliable power that standard grids struggle to provide.
- Hormuz Diversification: With the Strait of Hormuz conflict disrupting traditional energy routes, tech giants are prioritizing partners who can provide “off-grid” or dedicated renewable power sources.
4. Risks & Execution Challenges
Despite the massive scale, analysts have flagged significant hurdles that the Adani Group must overcome to fulfill these $100 billion ambitions:
- Execution Record: The group faces questions about its ability to complete multiple gigawatt-scale projects simultaneously and within the tight timelines required by tech giants.
- GPU Supply Chain: While Adani provides the building and the power, the global shortage of high-end GPUs (like Nvidia’s B200) remains a bottleneck for the tenants themselves.
- Competition: Mukesh Ambani’s Reliance Industries signed its own $11 billion deal in November 2025 to build data centers, and TCS recently secured $1 billion from TPG to accelerate its independent efforts.
“Adani isn’t just selling data center space; he’s selling a hedge against energy volatility,” noted one analyst at Angel One. “In a world where AI demand is infinite but power is finite, the person who owns the solar farm wins the cloud war.”
