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The next compute buildout is in india, not california. google and adani are building india's…

Yethikrishna ROriginal on Threads

the next compute buildout is in india, not california. google and adani are building india's largest data centre campus in visakhapatnam, a $15b five-year bet with gigawatt-scale capacity, a subsea cable and clean energy behind it.

the ai supply chain is following cheap power and coastal land, and it's leaving the bay area.

Context

Verified date: Google and Adani announced the partnership on Oct 14, 2025 for India's largest data centre campus in Visakhapatnam, a $15 billion investment with gigawatt-scale compute and a new international subsea gateway. Google broke ground on Apr 28, 2026, in partnership with AdaniConneX and Airtel's Nxtra, per the Press Information Bureau and Adani.

The PIB release gives the estimated investment as USD 15 billion.

How it compares

The $15 billion, gigawatt-scale capacity, subsea gateway and Adani partnership match Google, Adani and the PIB. The announcement is from Oct 2025 and the groundbreaking from Apr 2026, so this is not a new announcement. The five-year timeline and the clean-energy backing were not seen in the sources read, so unsupported here, not refuted. in the excerpts read. 'Leaving the Bay Area' is the author's opinion; the sources say nothing about California.

Related work

Watch next

  • Read the Google post for the build timeline and the energy plan.

Sources

  1. Our First AI Hub in India, Powered by a $15 Billion Investment, Googleblog.google
  2. Adani and Google Partner to Build India's Largest Data Centre Campus in Visakhapatnam, Adaniadani.com
  3. Press Release, Press Information Bureaupib.gov.in

Provenance

The note above is reproduced unedited from the original post, first published on Threads on 1 October 2026 at 00:17 IST. Sources are the papers and datasets the note draws on.

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