The Adani Group is making a significant move in the artificial intelligence sector, announcing on February 17, 2026, a plan to invest $100 billion by 2035 into AI data centers across India. This ambitious project aims to establish a $250 billion AI infrastructure ecosystem, drawing an additional $150 billion in related investments for areas like server manufacturing. The initiative supports India's goal to become a global AI hub, with Adani expanding its AdaniConnex data center capacity from 2 gigawatts to 5 gigawatts.
These new data centers will run on renewable energy, sourced from Adani Green Energy's Khavda project, and will reserve GPU capacity for Indian AI start-ups. Adani is forming strategic partnerships, including collaborations with Google for campuses in Visakhapatnam and Noida, and with Microsoft for projects in Hyderabad and Pune. OpenAI CEO Sam Altman, present at India's AI Impact Summit where the announcement was made, expressed his view that India could become a "full-stack AI leader."
Meanwhile, the broader market shows mixed signals regarding AI's impact. Microsoft, despite a recent stock selloff, reported strong second-quarter fiscal 2026 results, with its Azure cloud computing platform growing 39% year-over-year. Microsoft focuses its AI strategy on Azure rather than developing its own AI chips, taking a more conservative approach to AI spending compared to Amazon and Alphabet. Infosys chairman Nandan Nilekani also sees substantial business opportunities in generative AI, noting a "deployment gap" as large companies slowly adopt new tools, driving demand for IT services. Infosys reported $280.4 million in AI-related revenue for the October-December quarter.
Concerns about AI's disruptive potential are also evident. R 'Ray' Wang of Constellation Research warns that AI will significantly affect entry-level white-collar jobs. In response to evolving AI threats, Palo Alto Networks announced on February 17, 2026, its acquisition of Koi, an Agentic Endpoint Security company, to address security gaps created by AI tools. Twilio, looking ahead, expects double-digit revenue growth in 2026, driven by Voice AI use cases and its ambition to be a core infrastructure for autonomous agents.
Investment firms are analyzing the market's reaction to AI. Morgan Stanley analysts observe "contradictory elements," noting that while AI models pressure software stocks, they also present opportunities for AI infrastructure providers. J.P. Morgan identified 18 "mispriced" tech stocks, including Affirm, Okta, Block, Equifax, and HubSpot, that they believe are resilient to AI disruption, often operating in regulated markets or benefiting from increased data demand. On February 17, 2026, Wall Street saw a pause in the AI-related tech stock selloff, with major indexes closing with minor gains and Amazon.com shares ending higher.
Key Takeaways
- Adani Group plans to invest $100 billion in AI data centers in India by 2035, aiming to create a $250 billion AI infrastructure ecosystem.
- This investment is expected to attract an additional $150 billion in related industries like server manufacturing and advanced electrical infrastructure.
- Adani's data centers will be powered by renewable energy and involve partnerships with Google and Microsoft for specific projects.
- Microsoft's Azure cloud computing platform grew 39% year-over-year, with the company focusing its AI strategy on Azure rather than developing its own chips.
- Infosys reported $280.4 million in AI-related revenue for the October-December quarter, with its chairman seeing significant business opportunities from generative AI.
- Palo Alto Networks is acquiring Koi, an Agentic Endpoint Security company, to enhance its security offerings against AI-driven threats and close security gaps.
- R 'Ray' Wang warns that AI disruption will significantly impact entry-level white-collar jobs, while OpenAI and Anthropic compete to go public.
- Twilio projects 11.5% to 12.5% revenue growth in 2026, driven by Voice AI use cases and its role as infrastructure for autonomous agents.
- J.P. Morgan identified 18 "mispriced" tech stocks, including Affirm, Okta, Block, Equifax, and HubSpot, that are considered resilient to AI disruption.
- Wall Street experienced a pause in the AI-related tech stock selloff on February 17, 2026, with major indexes and Amazon.com shares closing higher.
Adani to invest $100 billion in India AI data centers
Adani Enterprises plans to invest $100 billion in AI data centers across India by 2035. This large investment is expected to bring in an additional $150 billion for related industries like cloud platforms and server manufacturing. Gautam Adani, chairman of Adani Group, stated this will create a $250 billion AI infrastructure ecosystem in India. The company is building on its existing data centers and green energy efforts. Adani Connex, a joint venture with EdgeConneX, is involved in a Google project worth up to $5 billion.
Adani Group commits $100 billion to AI data centers
The Adani Group announced on February 17, 2026, it will invest $100 billion in AI data centers by 2035. This investment aims to spark an additional $150 billion investment across server manufacturing and advanced electrical infrastructure. Chairman Gautam Adani believes this will create a $250 billion AI infrastructure ecosystem in India. This move supports Prime Minister Narendra Modi's goal of making India an AI hub. Adani Group will power these data centers using its renewable energy assets and is talking with other companies to build more campuses.
Adani plans $100 billion for India AI data centers
Adani Group plans to invest $100 billion over the next decade to build hyperscale AI-ready data centers in India. This investment supports India's goal to become a leader in the global AI industry. The company expects this move to encourage an additional $150 billion in spending for related areas like server manufacturing. Gautam Adani, chairman of Adani Group, said India will be a creator of intelligence in the AI age. Adani will expand its AdaniConnex data center capacity from 2 gigawatts to 5 gigawatts, working with Google.
Adani Group invests $100 billion in green AI data centers
The Adani Group announced on February 17, 2026, it will invest $100 billion by 2035 into AI data centers powered by renewable energy. This major investment aims to create a $250 billion AI ecosystem in India, drawing an extra $150 billion in related investments. The plan includes expanding AdaniConnex's data center capacity from 2 gigawatts to 5 gigawatts. Adani is partnering with Google for campuses in Visakhapatnam and Noida, and with Microsoft for projects in Hyderabad and Pune. The data centers will use renewable energy from Adani Green Energy's Khavda project and will reserve GPU capacity for Indian AI start-ups.
Adani Group invests $100 billion in AI data centers
India's Adani Group announced on February 17, 2026, it will invest $100 billion by 2035 to build AI-ready data centers powered by renewable energy. Chairman Gautam Adani expects this to create a $250 billion AI infrastructure ecosystem in India, with an additional $150 billion in related investments. This plan involves strategic partnerships with Google and Microsoft. The announcement came during India's AI Impact Summit, where leaders like Sam Altman and Sundar Pichai were present. OpenAI CEO Sam Altman sees India as a potential "full-stack AI leader."
Infosys chairman sees big AI opportunities
Infosys chairman Nandan Nilekani stated that generative AI tools present larger business opportunities for the company. He reassured investors despite recent stock pressure, noting Infosys shares fell 14% between January 1 and February 17. Nilekani explained that a "deployment gap" exists as large companies slowly adopt new AI tools, creating demand for IT services firms like Infosys. Infosys reported $280.4 million in AI-related revenue for the October-December quarter, making up 5.5% of its $5.1 billion total revenue. He believes AI disruption means companies must modernize their old systems now.
Palo Alto Networks buys Koi for AI security
Palo Alto Networks announced on Tuesday, February 17, 2026, its plan to acquire Koi, a company focused on Agentic Endpoint Security. This acquisition aims to close security gaps caused by AI tools used on company devices. Palo Alto Networks will add Koi's technology to its Prisma AIRS platform and improve its Cortex XDR endpoint security solution. Lee Klarich, Chief Product & Technology Officer, noted that AI agents operate outside traditional security controls. The financial details of the deal were not shared.
Microsoft stock is a strong buy despite selloff
Microsoft stock experienced a selloff despite reporting strong second-quarter results for fiscal 2026, which ended December 31. The company's Azure cloud computing platform showed impressive 39% year-over-year growth. Microsoft is taking a different approach to AI by focusing on its Azure platform rather than creating its own AI chips. While investors worry about AI spending, Microsoft is more conservative than Amazon and Alphabet. The stock is now more reasonably priced, making it an attractive buying opportunity for long-term investors.
Morgan Stanley sees mixed signals in AI disruption
Morgan Stanley analysts, including Michael Wilson and Andrew Pauker, pointed out "contradictory elements" in the current AI disruption story. While new AI models pose risks to stock markets and have pressured software stocks, they also suggest opportunities. If AI is highly disruptive, it should boost companies that provide AI infrastructure and computing power. Also, if AI leads to job losses, companies should see improved efficiency and higher profits. The analysts recommend the S&P 600 Small Cap Index and large-cap healthcare stocks. They also find good buying chances in software companies like Microsoft and Palo Alto Networks.
AI will impact entry-level white-collar jobs
R 'Ray' Wang, founder of Constellation Research, warned that AI disruption will significantly affect entry-level white-collar jobs. He emphasized that the impact of artificial intelligence is real and will change the job market. Wang also discussed the ongoing competition between OpenAI and Anthropic as they both aim to go public.
Twilio sees AI driving future growth
In February 2026, Twilio reported its fourth-quarter 2025 revenue of $1.37 billion and a full-year 2025 revenue of $5.07 billion with a net income of $33.83 million. The company expects continued double-digit revenue growth in 2026, projecting 11.5% to 12.5% growth. Twilio is focusing on Voice AI use cases, such as Genspark's "Call for Me" agent, and aims to be a core infrastructure for autonomous agents. It also completed a share repurchase program, buying back about 5.24% of its outstanding stock. This AI-driven outlook and buybacks could change how investors view Twilio's future.
JP Morgan names stocks resilient to AI changes
J.P. Morgan analysts identified several attractive stocks that they believe can withstand the impact of AI disruption. They noted that fears about widespread AI changes have unfairly affected stocks in many industries, including freight, insurance, and real estate. CrowdStrike, C.H. Robinson, and Compass are among the companies that J.P. Morgan believes have been overly punished by these fears. The analysts suggest that some of these companies are actually benefiting from AI.
JPMorgan lists 18 tech stocks to buy after AI selloff
JPMorgan identified 18 "mispriced" tech stocks that investors should consider buying after the recent AI-driven market sell-off. The firm's analysts believe that fears of AI disruption have unfairly lowered the prices of these fundamentally strong companies. Many of these recommended stocks operate in highly regulated markets, which creates barriers for AI replacements. Other companies are expected to see increased demand for their core data due to AI adoption. JPMorgan highlighted companies like Affirm, Okta, Block, Equifax, and HubSpot as good opportunities.
Wall Street AI stock selloff takes a break
On Tuesday, February 17, 2026, Wall Street saw a pause in the recent selloff of AI-related tech stocks. Major indexes managed to close with minor gains, despite a choppy start to the day. AI stocks initially fell sharply after the market opened. However, they later recovered, preventing further significant losses for the day. Shares of Amazon.com ended the day higher.
Sources
- India's Adani to invest $100 billion in AI data centres by 2035
- Adani Plans to Invest $100 Billion in AI Data Centers by 2035
- India's Adani to invest $100 billion in AI data centers over the next decade
- Adani Group to Invest $100 Billion in Renewable-Powered AI Data Centres by 2035
- India's Adani Group To Invest $100 Billion In AI Data Centers Amid Strategic Partnership With Google, Microsoft - Alphabet (NASDAQ:GOOG), Alphabet (NASDAQ:GOOGL)
- Opportunity is bigger than before, says Infosys chairman Nilekani on disruption posed by GenAI tools
- Palo alto networks to acquire koi, expanding AI security capabilities By Investing.com
- Investors Are Selling This AI Stock, but Is It Actually a Screaming Buy?
- Morgan Stanley flags "contradictory elements" to AI disruption narrative By Investing.com
- R 'Ray' Wang warns of toll AI disruption will take on entry-level white-collar jobs
- Twilio’s AI‑Driven Growth Outlook And Buybacks Might Change The Case For Investing In TWLO
- Here are some attractive stocks that can withstand AI disruption, according to J.P. Morgan
- 18 'mispriced' tech stock picks to buy after AI market disruption: JPM
- Wall Street Pauses AI Selloff in Choppy Start for Stocks
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