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Adani and Jabil plan to make AI data-centre gear in India
The Indian conglomerate and the US manufacturing giant want to make gigawatt-scale AI racks at home, a "Make in India" bet to turn the country from a buyer of AI hardware into an exporter. For now it is an intent, not a signed deal. Adani and Jabil are teaming up to make AI hardware in India. The Adani Group, India's infrastructure-and-energy conglomerate, and Jabil, the US contract manufacturer, said on Monday they intend to form a strategic alliance to build a vertically integrated AI and data-centre hardware platform in the country. They put no number on it, and the agreement is not yet signed. What they want to make is the physical guts of an AI data centre. The plan is multi-gigawatt capacity for high-density, liquid-cooled AI racks, servers, storage and networking, plus the power and cooling gear that surrounds them: distribution and coolant units, transformers, switchgear and thermal systems. The pitch is a single, end-to-end source, from design to deployment. Jabil brings 60 years of manufacturing and, after recent acquisitions, power and thermal expertise; Adani brings infrastructure, green energy, logistics and its own fast-growing data-centre operations. Why Adani and Jabil are betting on India The demand case is a sovereignty case. India's data-centre capacity is forecast to reach 5 to 8 gigawatts by 2030, hyperscalers have lined up more than $50bn in spending, and the country's data-protection law and data-localisation push are nudging buyers toward hardware made at home. A new tax holiday for data centres, running to 2047, sweetens the export maths further. For Adani, the alliance slots into a vast existing bet: a $100bn commitment to develop 5 gigawatts of green-powered, AI-ready data centres by 2035. Making the racks and power gear domestically, rather than importing them, lets it capture more of that build-out and, in theory, sell the surplus abroad. Gautam Adani framed it in epochal terms, calling AI an "Intelligence Revolution" and arguing India must be "a creator, builder, and exporter of intelligence," not just a consumer. Make in India, for AI The deal is one piece of a much larger surge. India has now attracted more than $200bn in AI-infrastructure commitments, led by a $110bn pledge from Reliance, with tens of billions more from Google, Microsoft and Amazon; only last week Meta signed its first Indian data-centre deal, with Reliance. The country is trying to convert its position as a huge AI consumer into a place that builds the kit, too, the same sovereignty instinct now driving its push for homegrown models. The caution is that this is, so far, a press release. There is no disclosed investment, no binding contract, and the companies say they are still negotiating the "definitive operational frameworks." Their own filing warns the alliance may never be finalised, and the headline-grabbing "$3 trillion market" is their framing of the opportunity, not a commitment. The ambition is real and well-timed; whether it becomes gigawatts of Indian-made AI racks, or stays a signing-day vision, depends on what gets funded and signed next.
[2]
Adani, Jabil announce plans for AI data centre in India
Adani Group and Jabil Inc. are joining forces to build AI and data centre hardware in India. This partnership aims to create a large-scale manufacturing platform for AI-ready equipment. The venture will leverage Adani's infrastructure and Jabil's manufacturing expertise. This initiative targets both domestic and global markets, capitalizing on the growing demand for AI computing power. Adani Group and Jabil Inc. on Monday announced plans to form a strategic alliance to establish a vertically integrated AI and data centre infrastructure manufacturing platform in India, targeting large-scale production of AI-ready hardware for domestic and global markets. The proposed alliance will combine Jabil's engineering and advanced manufacturing capabilities with Adani Group's infrastructure, green energy, logistics and data centre assets to address growing demand for AI data centre infrastructure, the companies said. Under the proposed collaboration, the companies plan to develop multi-gigawatt manufacturing capacity for high-density AI racks, servers, storage and networking systems in India. The platform will also manufacture key supporting infrastructure, including power distribution units (PDUs), coolant distribution units (CDUs), transformers, switchgears, bus bars and thermal management systems. The companies said the initiative targets a global market opportunity estimated at more than USD 3 trillion over the next seven years, driven by investments in AI computing infrastructure. They are currently working on operational frameworks and formal documentation for the alliance. The announcement comes as India's data centre market is projected to reach 5-8 GW of capacity by 2030, supported by rising AI adoption, cloud expansion and data localisation requirements. The companies said planned investments by hyperscalers and policy support, including tax incentives for data centres, are strengthening India's position as a manufacturing hub for digital infrastructure. The alliance aligns with Adani Group's commitment to develop 5 GW of green energy-powered, AI-ready data centre capacity by 2035. Jabil, which reported revenue of USD 29.8 billion in fiscal 2025, said the partnership would expand its role in the global AI data centre ecosystem. Adani Group Chairman Gautam Adani said, "The world is entering an Intelligence Revolution more profound than any previous Industrial Revolution. Nations that master the symmetry between energy and compute will shape the next decade. India is uniquely positioned to lead." "Our alliance with Jabil represents a decisive step in building India's complete AI infrastructure stack -- from green power generation to world-class hardware manufacturing. Together, we will ensure India is not merely a consumer in the AI age, but a creator, builder, and exporter of intelligence," he added. Jabil CEO Mike Dastoor said the collaboration would help deliver scalable solutions across the AI ecosystem. "By combining Jabil's more than sixty years of engineering expertise and advanced manufacturing capabilities with Adani's formidable infrastructure and energy platform, we can expect to execute down to the rack level for hyperscalers and enterprises here in India and across the globe," Dastoor said. "As India becomes one of the world's fastest-growing AI markets, the country's skilled workforce and supportive business environment make it an attractive destination for this collaboration," he added.
[3]
Adani, Jabil announce plans for AI Data Centre in India
The proposed alliance will combine Jabil's engineering and advanced manufacturing capabilities with Adani Group's infrastructure, green energy, logistics and data centre assets to address growing demand for AI data centre infrastructure, the companies said. New Delhi: Adani Group and Jabil Inc. on Monday announced plans to form a strategic alliance to establish a vertically integrated AI and data centre infrastructure manufacturing platform in India, targeting large-scale production of AI-ready hardware for domestic and global markets. The proposed alliance will combine Jabil's engineering and advanced manufacturing capabilities with Adani Group's infrastructure, green energy, logistics and data centre assets to address growing demand for AI data centre infrastructure, the companies said. Under the proposed collaboration, the companies plan to develop multi-gigawatt manufacturing capacity for high-density AI racks, servers, storage and networking systems in India. The platform will also manufacture key supporting infrastructure, including power distribution units (PDUs), coolant distribution units (CDUs), transformers, switchgears, bus bars and thermal management systems. The companies said the initiative targets a global market opportunity estimated at more than USD 3 trillion over the next seven years, driven by investments in AI computing infrastructure. They are currently working on operational frameworks and formal documentation for the alliance. The announcement comes as India's data centre market is projected to reach 5-8 GW of capacity by 2030, supported by rising AI adoption, cloud expansion and data localisation requirements. The companies said planned investments by hyperscalers and policy support, including tax incentives for data centres, are strengthening India's position as a manufacturing hub for digital infrastructure. The alliance aligns with Adani Group's commitment to develop 5 GW of green energy-powered, AI-ready data centre capacity by 2035. Jabil, which reported revenue of USD 29.8 billion in fiscal 2025, said the partnership would expand its role in the global AI data centre ecosystem. Adani Group Chairman Gautam Adani said, "The world is entering an Intelligence Revolution more profound than any previous Industrial Revolution. Nations that master the symmetry between energy and compute will shape the next decade. India is uniquely positioned to lead." "Our alliance with Jabil represents a decisive step in building India's complete AI infrastructure stack -- from green power generation to world-class hardware manufacturing. Together, we will ensure India is not merely a consumer in the AI age, but a creator, builder, and exporter of intelligence," he added. Jabil CEO Mike Dastoor said the collaboration would help deliver scalable solutions across the AI ecosystem. "By combining Jabil's more than sixty years of engineering expertise and advanced manufacturing capabilities with Adani's formidable infrastructure and energy platform, we can expect to execute down to the rack level for hyperscalers and enterprises here in India and across the globe," Dastoor said. "As India becomes one of the world's fastest-growing AI markets, the country's skilled workforce and supportive business environment make it an attractive destination for this collaboration," he added.
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Apple supplier Jabil, Adani partner to build AI data center infra platform in India
June 15 (Reuters) - Electronics manufacturer Jabil and India's Adani Enterprises on Monday announced a partnership to build an integrated AI and data center infrastructure manufacturing platform in the country. o The platform will serve the infrastructure needs of global hyperscalers, co-location facilities and enterprise data centers, directly addressing the "explosive" local and global demand for AI-ready data center hardware, the companies said. o Jabil and Adani added they were working on operational frameworks and formal documentation for the partnership, but did not disclose any financial details. o India's digital infrastructure will see over $50 billion in planned spending across data center, cloud and AI ecosystems, they said. o The move aligns with Adani's plans to spend $100 billion on renewable-powered AI-ready data centers by 2035. o Jabil, which counts Apple as one of its customers, raised its annual forecast in February, betting on strong demand for infrastructure services from AI data centers. (Reporting by Abhirami G in Bengaluru; Editing by Abinaya V and Jonathan Ananda)
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Adani Enterprises Limited And Jabil Inc. Target A Strategic Alliance To Build AI Data Center Infrastructure Platform In India
Adani Enterprises Limited and Jabil Inc. announced the intent to form a strategic alliance to establish a world-class, vertically integrated AI and data center infrastructure manufacturing platform in India. The alliance integrates Jabil?s six decades of advanced engineering, cross-industry manufacturing expertise, and proven hyperscale data center solutions with Adani Enterprises Limited?s massive infrastructure footprint, green energy portfolio, logistics network, and rapidly expanding domestic data center operations. This powerful combination will be structured to directly address the explosive local and global demand for AI-ready data center hardware. The platform plans to deploy multi-GW of high-density AI Rack manufacturing capacity in India. This will serve the critical infrastructure needs of global hyperscalers, co-location facilities, and enterprise data centers through the advanced manufacturing and integration of next-generation liquid-cooled AI racks, servers, storage, and networking systems utilizing SMT (Surface Mount Technology) and complex box-build processes. Beyond computing racks, the alliance encompasses full-spectrum white space and grey space device manufacturing. This includes Power Distribution Units (PDUs), Coolant Distribution Units (CDUs), Transformers, Switchgears, Bus Bars, and advanced thermal management systems. Together, Adani Enterprises Limited and Jabil Inc. intend to deliver an end-to-end, design-to-deployment hardware ecosystem, providing infrastructure builders with a highly integrated single-source solution. This initiative addresses a global market opportunity exceeding USD 3 trillion over the next seven years, driven by structural investments in AI compute. The two organizations are currently working on the definitive operational frameworks and formal documentation to accelerate the execution of this manufacturing roadmap. India's data center market is at an inflection point, with industry forecasts projecting capacity to reach between 5-8 GW by 2030, fueled by growing AI demand, cloud expansion, and data localization requirements. As global hyperscalers accelerate investment in India's digital infrastructure ? with more than USD 50 billion in planned spending across data center, cloud, and AI ecosystems ? the country's focus on data sovereignty is reshaping technology supply chains. Coupled with the requirements of the Digital Personal Data Protection Act, these trends are driving increased demand for domestically manufactured hardware and strengthening India's position as a strategic technology manufacturing hub. Furthermore, the Union Budget 2026?s landmark tax holiday for data centers until 2047 significantly enhances the global export competitiveness of India-based manufacturing. This alliance directly aligns with Adani Enterprises Limited?s USD 100 billion commitment to develop 5 GW of green-energy-powered, hyperscale AI-ready data centers by 2035, complementing established collaborations with global technology leaders. Jabil Inc., which recorded USD 29.8 billion in revenue for fiscal year 2025, continues to be a leader in the global AI data center buildout. Following strategic U.S. infrastructure expansions and the acquisitions of Hanley Energy Group and Mikros Technologies, Jabil Inc. brings comprehensive power management and precision thermal solutions capabilities to this Indian platform. This alliance serves as a flagship paradigm for the next phase of the Make in India vision, transitioning the nation from an importer of digital infrastructure into a dominant global manufacturer and exporter of AI hardware. By anchoring high-value, deep-tech manufacturing domestically, the Adani Enterprises Limited-Jabil Inc. platform is expected to strengthen global supply chain resilience, generate thousands of highly skilled engineering jobs, and establish a sovereign-aligned technology ecosystem.
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Adani Group and US manufacturing giant Jabil Inc. have announced plans for a strategic alliance to build AI data centre hardware in India. The proposed partnership aims to create multi-gigawatt manufacturing capacity for AI racks, servers, and supporting infrastructure, positioning India as a global exporter rather than just a consumer of AI hardware. However, the deal remains unsigned with no disclosed investment figures yet.
The Adani Group and Jabil Inc. announced Monday their intent to form a strategic alliance focused on establishing a vertically integrated AI platform for data centre infrastructure manufacturing in India
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. The proposed collaboration brings together Jabil's six decades of engineering and advanced manufacturing capabilities with Adani Group's infrastructure, green energy portfolio, logistics network, and rapidly expanding data centre operations2
. This partnership represents a significant bet on transforming India from an importer of AI data center infrastructure manufacturing into a dominant global manufacturer and exporter.
Source: ET
The platform plans to develop multi-gigawatt manufacturing capacity for high-density liquid-cooled AI racks, servers, storage, and networking systems
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. Beyond computing hardware, the alliance will manufacture critical supporting infrastructure including power distribution units (PDUs), coolant distribution units (CDUs), transformers, switchgears, and thermal management systems5
. The companies describe this as an end-to-end, design-to-deployment hardware ecosystem serving global hyperscalers, co-location facilities, and enterprise data centers.The companies target a global market opportunity exceeding $3 trillion over the next seven years, driven by structural investments in AI computing infrastructure
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. India's digital infrastructure alone is expected to see over $50 billion in planned spending across AI data centre, cloud, and AI ecosystems4
. The country's data centre market is projected to reach 5-8 GW of capacity by 2030, fueled by AI adoption, cloud expansion, and data localization requirements3
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Source: ET
This alliance directly aligns with Adani's $100 billion commitment to develop 5 GW of green energy-powered, AI-ready data center hardware capacity by 2035
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. Manufacturing AI racks and servers domestically rather than importing allows Adani to capture more value from this massive buildout while potentially selling surplus production abroad. Jabil Inc., which reported revenue of $29.8 billion in fiscal 2025, continues expanding its role in the global AI data centre ecosystem following strategic acquisitions of Hanley Energy Group and Mikros Technologies5
.The demand case centers on data sovereignty concerns. India's Digital Personal Data Protection Act and data localization push are nudging buyers toward AI hardware manufacturing in India
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. A new tax holiday for data centers running until 2047 significantly enhances the export competitiveness of India-based manufacturing1
. This policy support strengthens India's position as a strategic technology manufacturing hub for AI-ready data centre hardware.Adani Group Chairman Gautam Adani framed the initiative in sweeping terms: "The world is entering an Intelligence Revolution more profound than any previous Industrial Revolution. Nations that master the symmetry between energy and compute will shape the next decade," adding that the alliance ensures "India is not merely a consumer in the AI age, but a creator, builder, and exporter of intelligence" . Jabil CEO Mike Dastoor emphasized the collaboration would "execute down to the rack level for hyperscalers and enterprises here in India and across the globe"
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Despite the ambitious vision, this remains an intent rather than a signed deal. The companies disclosed no investment figures and are still negotiating "definitive operational frameworks" and formal documentation
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. Their own filings warn the alliance may never be finalized1
. India has attracted over $200 billion in AI infrastructure commitments, including a $110 billion pledge from Reliance and tens of billions from Google, Microsoft, and Amazon, with Meta signing its first Indian AI data centre deal just last week1
.The platform is expected to generate thousands of highly skilled engineering jobs and establish a sovereign-aligned technology ecosystem
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. Whether this ambitious vertically integrated AI platform becomes operational gigawatts of Indian-made infrastructure or remains a press release depends entirely on what gets funded and signed next. For AI professionals and enterprises watching India's emergence as a manufacturing hub, the key indicators will be binding contracts, disclosed capital commitments, and actual production timelines in coming months.Summarized by
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