Adani Enterprises Limited (AEL), the flagship company of the Adani Group, and Jabil Inc. (NYSE: JBL) have announced the intent to form a strategic alliance to establish a vertically integrated AI and data center infrastructure manufacturing platform in India. The partnership will integrate Jabil's engineering and manufacturing expertise with the Adani Group's infrastructure footprint, green energy portfolio, and logistics network.
The platform plans to deploy multi-GW of high-density AI Rack manufacturing capacity in India to serve hyperscalers, co-location facilities, and enterprise data centers. The alliance will manufacture liquid-cooled AI racks, servers, storage, networking systems, Power Distribution Units, Coolant Distribution Units, transformers, switchgears, and thermal management systems.
The initiative targets a global market opportunity exceeding USD 3 trillion over the next seven years, driven by investments in AI compute. India's data center market is projected to reach 5-8 GW by 2030, supported by growing AI demand, cloud expansion, and data localization requirements. The Union Budget 2026 introduced a tax holiday for data centers until 2047, enhancing export competitiveness of India-based manufacturing.
The alliance aligns with the Adani Group's USD 100 billion commitment to develop 5 GW of green-energy-powered AI-ready data centers by 2035. Jabil recorded USD 29.8 billion in revenue for fiscal year 2025 and brings power management and thermal solutions capabilities to the partnership.
The Adani-Jabil platform is expected to strengthen global supply chain resilience, generate skilled engineering jobs, and establish a sovereign-aligned technology ecosystem. The two organizations are currently working on definitive operational frameworks and formal documentation to accelerate execution of the manufacturing roadmap.
Disclaimer: This article is based on company filings submitted to the Bombay Stock Exchange (BSE) and National Stock Exchange of India (NSE) and is for informational purposes only. It does not constitute investment advice or a recommendation. Investors should conduct their own research and consult a qualified financial advisor before making investment decisions.