Adani Enterprises Ltd (AEL) and global manufacturing giant Jabil on Monday, 15 June announced a strategic alliance to establish a vertically integrated AI and data centre infrastructure manufacturing platform in India. The partnership aims to deploy multi-gigawatt (GW) high-density AI rack manufacturing capacity, positioning India as a hardware exporter in the global AI supply chain.

What the Alliance Covers

The joint initiative will focus on advanced manufacturing and integration of next-generation liquid-cooled AI racks, servers, storage, and networking systems, leveraging Surface Mount Technology (SMT) and complex box-build processes. The platform is designed to serve global hyperscalers, co-location facilities, and enterprise data centres.

Beyond computing racks, the alliance spans full-spectrum white space and grey space device manufacturing — including power distribution units (PDUs), coolant distribution units (CDUs), transformers, switchgears, bus bars, and advanced thermal management systems. Together, the two companies intend to deliver an end-to-end, design-to-deployment hardware ecosystem as a single-source solution for infrastructure builders.

What the Leaders Said

Adani Group Chairman Gautam Adani framed the partnership in sweeping terms, stating: '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.'

Adani added: '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.'

Jabil CEO Mike Dastoor said the collaboration is 'another step forward in our efforts to create long-term value for customers throughout the AI ecosystem by offering scalable solutions across the product lifecycle,' adding that India's skilled workforce and supportive business environment make it an attractive destination for such investment.

Market Opportunity and Strategic Fit

The initiative targets a global market opportunity exceeding $3 trillion over the next seven years, driven by structural investments in AI compute. It directly aligns with Adani Group's $100 billion commitment to develop 5 GW of green-energy-powered, hyperscale AI-ready data centres by 2035.

India's data centre market is at an inflection point, with industry forecasts projecting installed capacity to reach between 5–8 GW by 2030, fuelled by surging AI demand, cloud expansion, and data localisation requirements. This alliance positions both companies to capture a significant share of that build-out.

Broader Context

The Adani-Jabil deal comes amid a global race to secure AI hardware supply chains, with hyperscalers aggressively locking in manufacturing partners outside China. India's Production-Linked Incentive (PLI) schemes for electronics and the government's push on data localisation have made the country an increasingly attractive manufacturing base. Notably, this is one of the largest announced AI infrastructure manufacturing partnerships in India to date, and it complements Adani Group's established collaborations with other global technology leaders.

As AI compute demand accelerates, the alliance's ability to scale multi-GW rack capacity domestically will be a key test of whether India can move from being a data centre consumer to a credible hardware exporter.