Adani Links AI Growth to Power
Gautam Adani said the group aims to build 3 GW of data-center capacity by 2030 and up to 10 GW of nuclear power by 2035.
Image Credit- Chetan Jha/ MIT Sloan Management Review India
Adani Group plans to expand its data-center business and enter nuclear energy, as chairman Gautam Adani tied the group’s next phase of growth to the meeting of compute and power.
Speaking at the conglomerate’s annual general meeting on Wednesday, Adani said the group is targeting 3 gigawatt (GW) of data-center capacity by 2030, helped by demand from AI and cloud workloads.
The plan places Adani in the middle of a global race to build the physical infrastructure behind AI. Training and running large AI systems require not only computing capacity, but also land, cooling systems, fiber connectivity and round-the-clock power.
Adani cited Google’s gigawatt-scale AI hub in Visakhapatnam, being developed with AdaniConneX and Airtel, as part of the group’s digital-infrastructure push.
“Infrastructure gives a nation muscle. Intelligence gives a nation mastery,” Adani told shareholders.
The group has also entered nuclear energy through Adani Atomic Energy. Adani said the company has identified land for future projects and aims to develop up to 10 GW of nuclear power capacity by 2035.
“Our entry into nuclear energy through Adani Atomic Energy is another confident step towards securing India’s long-term energy future,” he said.
The nuclear push matters as data centers need reliable power at a scale that intermittent renewable energy alone may struggle to provide. Nuclear power offers low-carbon baseload electricity, making it attractive for companies trying to expand AI infrastructure while limiting emissions.
India is trying to raise nuclear power capacity to 100 GW by 2047 from about 8 GW now, as it looks for round-the-clock clean power to support industry, cities and data centers.
Adani’s plan would make the group one of the largest private firms in India’s nuclear power sector if it is executed. State-run Nuclear Power Corp. of India and NTPC are also expected to play major roles in the country’s nuclear expansion.
The nuclear bet sits alongside Adani’s wider energy buildout. Adani Power is targeting 45 GW of generation capacity over the next five years, while the group is also expanding in renewables, transmission, ports, airports and logistics.
Adani said the group invested more than ₹1.5 trillion in infrastructure in FY26. Adani Power is also targeting 45 GW of generation capacity over the next five years.
Adani Ports handled more than 500 million tons of cargo in FY26, while Vizhinjam port crossed one million TEUs in its first year of operations, he said.
The group reported consolidated revenue of ₹2.92 trillion for FY26. Profit after tax rose nearly 14% to ₹46,376 crore.
