Gautam Adani Highlights AI, Energy and Compute as India’s Future Growth Pillars

Written by: Team Angel OneUpdated on: 12 May 2026, 3:23 pm IST
Gautam Adani said energy security and digital infrastructure will shape future geopolitical power as India builds its AI and compute ecosystem.
Gautam Adani
ShareShare on 1Share on 2Share on 3Share on 4Share on 5

Gautam Adani, Chairman of Adani Group, said India must develop sovereign capabilities across artificial intelligence, energy and digital infrastructure, warning that future global power will increasingly depend on control over compute capacity and energy systems, as per PTI report. 

Adani Says AI and Energy Will Define Global Power 

Speaking at the Confederation of Indian Industry (CII) Annual Business Summit 2026, Adani said the era of traditional globalisation is rapidly changing amid geopolitical fragmentation and growing competition over technology infrastructure. 

According to him, semiconductors have become strategic geopolitical tools, data is now treated as a national resource and artificial intelligence systems are increasingly being built within protected data infrastructure ecosystems. 

Adani described energy security and digital security as the “twin pillars” of future national strength. He stated that countries controlling energy resources would shape industrial growth, while nations controlling compute infrastructure would lead the intelligence economy. 

India Must Build and Own AI Infrastructure 

Adani said India should treat AI not merely as software but as an integrated infrastructure ecosystem involving power generation, chips, networks, cooling systems, data centres, compute capacity, governance and skilled talent. 

He stressed that India must build, power and own the infrastructure supporting its future AI economy domestically instead of depending on overseas systems. 

The billionaire industrialist said India’s large domestic demand across manufacturing, logistics, mobility and digital services gives the country a strong foundation for scaling AI and energy infrastructure. 

As of March 2026, India’s installed power capacity has crossed 500 GW and is projected to expand to nearly 2,000 GW by 2047, according to Adani. He also projected AI-driven data centre capacity to rise from 5 GW by 2030 to nearly 75 GW by 2047. 

Adani Group Expanding Renewable Energy and Data Infrastructure 

Adani reiterated the group’s previously announced commitment of $100 billion towards energy transition and renewable infrastructure. 

The group’s 30 GW renewable energy project at Khavda in Gujarat, described by Adani as the world’s largest single-site renewable energy plant, has already commissioned around 35% of planned capacity. 

The conglomerate has also committed an additional $100 billion towards its data centre business and sovereign compute ecosystem initiatives. 

Adani said the group is partnering with Google to develop a gigawatt-scale data centre campus in Visakhapatnam, while Microsoft, Flipkart and Uber are collaborating on data infrastructure projects. 

AI Seen as Productivity and Job Creation Tool 

Adani rejected concerns that artificial intelligence would primarily eliminate jobs. Instead, he said AI should be used to improve productivity, support entrepreneurs and create new employment opportunities. 

Drawing comparisons with India’s UPI-led digital payments transformation, he said AI could unlock a much larger wave of innovation and economic participation across sectors. 

He also stated that India’s traditional IT outsourcing model would need to evolve in the AI era from writing software code to building sovereign intelligence infrastructure. 

Conclusion 

Gautam Adani’s remarks underline the growing importance of energy, data infrastructure and sovereign AI capabilities as India positions itself for the next phase of technological and industrial transformation. 

Want to read stock market updates in Hindi? Angel One News gives comprehensive share market news in Hindi.  

Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions.  

Investments in the securities market are subject to market risks, read all the related documents carefully before investing.

Published on: May 12, 2026, 9:53 AM IST

Team Angel One

Team Angel One is a group of experienced financial writers that deliver insightful articles on the stock market, IPO, economy, personal finance, commodities and related categories.

Know More

We're Live on WhatsApp! Join our channel for market insights & updates

Enjoy Zero Brokerage on Equity Delivery
4.4 Cr+DOWNLOADS
Enjoy ₹0 Account Opening Charges

Get the link to download the App

Get it on Google PlayDownload on the App Store
Open Free Demat Account!
Join our 3.5 Cr+ happy customers