Digital
Adani Enterprises plans $100 billion AI data centre push by 2035
Renewable-powered facilities plus $150 billion ripple effect to build $250 billion ecosystem.
MUMBAI: Adani Enterprises is plugging straight into the AI power grid and it’s bringing enough juice to light up a continent. On Tuesday, the ports-to-power conglomerate announced a staggering $100 billion investment to build renewable-energy-backed, AI-ready data centres across India by 2035, aiming to catapult the country from the sidelines into a serious contender in the global AI arena.
The plan doesn’t stop at bricks and servers. Adani estimates the move will spark an additional $150 billion in related industries, think server manufacturing, sovereign cloud platforms and more creating a $250 billion AI infrastructure ecosystem over the next decade. Shares of Adani Enterprises (ADEL.NS) responded with enthusiasm, closing 2.7 per cent higher and topping the Nifty 50 gainers list.
Adani Enterprises chairman Gautam Adani captured the ambition in a post on X, “For decades, we imported technology. Now we are building the backbone. India will not follow the AI century. India will shape it.”
The strategy hinges on a tightly integrated model: renewable power generation, grid resilience and massive computing capacity. Adani will scale its existing 2 GW data centre footprint to 5 GW, targeting what it calls the world’s largest integrated platform (timeline not specified). Alongside, $55 billion goes into expanding renewables, including one of the planet’s biggest battery energy storage systems.
The company already has skin in the game, a partnership with Google, which committed $15 billion over five years for AI data centres, its largest-ever India investment. Adani also plans to deepen ties with Walmart-backed Flipkart for a second AI facility and is in talks with other major players for large-scale campuses nationwide.
India’s sudden AI infrastructure gold rush isn’t happening in isolation. Global giants Google, Amazon, Meta and Microsoft are pouring money in, while home-grown heavyweights Reliance and TCS race to grab their slice. Data centres, the report notes, offer India its clearest shot at relevance in a chip-making world it has largely missed.
In a landscape where AI is the new electricity, Adani’s mega-bet is less about keeping the lights on and more about powering tomorrow’s digital empire, one renewable watt at a time. Whether the grid (and the stock market) can handle the load remains the real test.
Digital
The creative cull: how AI is coming for the marketers, ad men and researchers
Robots aren’t taking over yet, but the writing may already be on the wall for some of the US’ most glamorous white-collar jobs.
CALIFORNIA: The robots are not, it turns out, storming the factory floor. They are sitting quietly at a MacBook in a Soho agency, rewriting your copy, summarising your focus groups and generating your mood boards, and nobody has been sacked. Yet.
A new report from Anthropic, the AI company behind the Claude chatbot, offers the most rigorous look to date at what artificial intelligence is actually doing to jobs, as opposed to what doomsayers and boosters claim it might. The verdict from economists Maxim Massenkoff and Peter McCrory is nuanced but pointed: there is no mass unemployment so far, but some sectors have good reason to be nervous. Marketing, market research and the arts are squarely in the crosshairs.
The researchers introduce a new measure called “observed exposure.” It goes beyond theoretical speculation about what AI could do and instead tracks what it is already doing, drawing on real Claude usage data. The approach is clever. They weight automated uses, where the machine performs the job entirely, more heavily than augmentative ones, where it merely assists. They then map this onto roughly 800 occupations, weighted by how much time workers actually spend on each task. For now the target user base has been the US market, but the findings offer a glimpse of what may be happening in other countries as well.
The results are sobering for the creative and analytical classes. Market research analysts and marketing specialists clock in at 64.8 per cent observed exposure, meaning nearly two-thirds of their daily tasks are already being performed, at least in part, by AI in professional settings. The leading automated task is preparing reports, illustrating data graphically and translating complex findings into written text. In other words, this is the kind of work junior analysts spend most of their days doing.
Arts and media fare little better. The sector shows meaningful theoretical exposure, as large language models can in principle handle the lion’s share of tasks, though observed usage still lags behind capability. The gap is narrowing, however, and the direction of travel is unambiguous.
Here is the sting in the tail. The workers most exposed to AI disruption are not, as popular mythology suggests, low-paid drudges. They are older, better educated, more likely to be women and considerably better paid, earning 47 per cent more per hour on average than their least-exposed counterparts. Graduate degree holders are nearly four times as prevalent in the high-exposure group. The creative professional, the senior analyst and the market researcher with an MBA are precisely the people who should be paying attention.
“We’re not talking about the checkout operator,” the paper implies. “We’re talking about the account planner.”
The most alarming signal in the data concerns not those already in jobs, but those trying to enter them. Among workers aged 22 to 25, hiring into highly exposed occupations has slowed measurably since the release of ChatGPT in late 2022. There has been a 14 per cent drop in the job-finding rate, a figure the authors describe as “just barely statistically significant.” Young people are, in effect, finding the door to exposed professions quietly closing. Whether they are staying in education, taking different jobs or simply giving up is not yet clear.
For a bright graduate eyeing a career in market research or media production, this is not merely an academic data point. It is a flashing amber light.
The paper is careful about what it does not find. Unemployment among highly exposed workers has not risen in any statistically meaningful way since the ChatGPT era began. The apocalypse has not arrived. Even in the Computer and Math category, the most theoretically exposed of all, Claude currently covers just 33 per cent of tasks in practice. The gap between what AI can do and what it actually does at scale in professional workflows remains vast.
Think of it less like a tsunami, the authors suggest, and more like a slowly rising tide. The internet did not destroy journalism overnight. It took 20 years and the collapse of a generation of classified advertising revenue. The China trade shock also took decades to fully register in unemployment statistics, and economists are still debating the numbers.
What does this mean for the luvvies, the admen and the pollsters? The honest answer is: not much yet, but watch this space. AI is already doing the grunt work, including data summaries, draft press releases and boilerplate creative briefs. The question is whether it stops there or continues climbing the value chain.
The authors are building a framework to track exactly that and promise to update it as new data arrives. If the tide does come in, they want to see it coming before the sandcastles are already gone.
For now, the creative industries can breathe, but perhaps not too deeply. The machine is not at the door. It is already at the desk.
