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阿达尼企业集团与捷普签署谅解备忘录,拟以50:50比例成立合资企业生产人工智能和数据中心硬件Adani Enterprises, Jabil sign MoU for 50:50 JV to manufacture AI, data Centre hardware

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Adani Enterprises 和 Jabil 签署了一份不具约束力的谅解备忘录,以 50:50 的比例成立合资企业,在印度制造人工智能和数据中心硬件,包括服务器、机架和冷却系统,旨在服务国内和全球市场。

Adani Enterprises and Jabil signed a non-binding MoU for a 50:50 joint venture to manufacture AI and data centre hardware, including servers, racks, and cooling systems in India, aiming to serve both domestic and global markets.

Adani Enterprises Ltd 周二(10 月 13 日)表示,公司与 Jabil Inc. 已签署一份不具约束力的谅解备忘录(MoU),以 50:50 的比例成立合资企业(JV),在印度制造和组装人工智能(AI)和数据中心设备,计划打造一个多吉瓦人工智能基础设施平台。

Adani Enterprises Ltd on Tuesday (October 13) said the company and Jabil Inc. have signed a non-binding memorandum of understanding (MoU) to establish a 50:50 joint venture (JV) to manufacture and assemble artificial intelligence (AI) and data centre equipment in India, with plans to build a multi-gigawatt AI infrastructure platform.

该合资企业计划制造人工智能机架、服务器、存储和网络设备,以及配电单元、液冷系统和变压器。

The proposed venture would manufacture AI racks, servers, storage and networking equipment, along with power distribution units, liquid-cooling systems and transformers.

该合资企业将面向印度及全球市场的数据中心运营商、超大规模云服务商、新兴云服务提供商和企业客户。该合资企业的成立须待最终协议签署、适用的批准以及惯例条件满足。

It would cater to data centre operators, hyperscalers, neoclouds and enterprises in India and global markets. The proposed JV is subject to the execution of definitive agreements, applicable approvals and customary conditions.

合资企业将制造人工智能机架、服务器和冷却系统 该合资企业预计将具备多吉瓦人工智能机架制造能力,支持总功率达数吉瓦的计算系统。它还将提供安装和调试服务。

JV to manufacture AI racks, servers and cooling systems The venture is expected to have multi-gigawatt AI rack manufacturing capacity, supporting computing systems with a combined power capacity of several gigawatts. It would also provide installation and commissioning services.

Adani Enterprises 计划通过卢比债务融资筹集 2.1 亿美元,银行家表示 该设备组合将包括用于人工智能应用和其他数字服务的高性能计算系统所需的机架,以及运行这些系统所需的电力和冷却基础设施。公司表示,该拟议中的合资企业将在印度建立制造基地,以满足国内需求并支持出口,产品面向印度和全球市场。

Adani Enterprises eyes $210 million fundraise via rupee debt, bankers say The equipment portfolio would include racks housing high-performance computing systems used for AI applications and other digital services, as well as the power and cooling infrastructure required to operate them. The companies said the proposed JV would establish a manufacturing base in India to serve domestic demand and support exports, with products intended for India and global markets.

印度数据中心产能预计到2030年将达5–8吉瓦印度数据中心产能预计到2030年将达到5–8吉瓦(GW),这得益于人工智能采用、云计算扩张和数据本地化。超大规模云服务商在数据中心、云计算和人工智能生态系统中的计划支出预计将超过500亿美元。

India's data centre capacity seen at 5–8 GW by 2030 India's data centre capacity is projected to reach 5–8 gigawatts (GW) by 2030, driven by AI adoption, cloud expansion and data localisation. Planned hyperscaler spending across data centre, cloud and AI ecosystems is expected to exceed $50 billion.

有关公司估计,未来七年全球市场机会将超过3万亿美元,由人工智能算力基础设施投资驱动。拟议的合资企业紧随阿达尼集团和杰能于2026年6月宣布拟建立战略联盟、在印度开发人工智能和数据中心基础设施制造生态系统之后。

The companies estimate the global market opportunity at more than $3 trillion over the next seven years, driven by investment in AI computing infrastructure. The proposed JV follows the Adani Group and Jabil's June 2026 announcement of their intention to establish a strategic alliance to develop an AI and data centre infrastructure manufacturing ecosystem in India.

阿达尼集团实体大宗交易转让阿达尼企业860万股,交易额249.8亿卢比阿达尼集团主席高塔姆·阿达尼表示:“人工智能革命将需要的远不止算法突破。它将需要一种全新的工业架构,在其中能源、超大规模基础设施、先进算力和精密制造汇聚融合,为智能经济提供动力。

Adani group entities swap 86 lakh shares of Adani Enterprises in ₹2,498 cr block deal Gautam Adani, Chairman, Adani Group, said, "The AI revolution will demand far more than just breakthroughs in algorithms. It will require an entirely new industrial architecture where energy, hyperscale infrastructure, advanced computing and precision manufacturing converge to power the intelligence economy.

在阿达尼,我们的愿景是向上拓展人工智能价值链,从为人工智能基础设施供电和托管,演进为工程制造将定义下一代算力的关键系统。

At Adani, our vision is to expand up the AI value chain, evolving from powering and hosting AI infrastructure to engineering and manufacturing the critical systems that will define the next generation of computing.

我们与杰能拟议的合资企业是迈向这一未来的战略性一步,将杰能世界级的工程和制造能力与阿达尼在能源、基础设施和数据中心的综合优势相结合,助力构建全球人工智能经济的物理骨干。”阿达尼企业第一季度财报:因一次性结算净亏损116亿卢比,利润率收窄该合资企业与阿达尼集团到2035年开发5吉瓦绿色能源供电、面向AI的超大规模数据中心的1000亿美元承诺保持一致。拟议的合资企业将为集团在基础设施、能源、物流和数据中心的布局增加硬件制造环节。

Our proposed joint venture with Jabil marks a strategic step towards this future, combining Jabil’s world-class engineering and manufacturing capabilities with Adani’s integrated strengths in energy, infrastructure and data centres to help build the physical backbone of the global AI economy." Adani Enterprises Q1 Results: Net loss of ₹1,160 crore due to one-time settlement, margins narrow The venture is aligned with Adani Group’s $100 billion commitment to develop 5 GW of green-energy-powered, hyperscale AI-ready data centres by 2035. The proposed venture would add hardware manufacturing to the Group’s presence across infrastructure, energy, logistics and data centres.

对于财政年度2026年收入达360亿美元的杰博而言,此次合作将扩大其在印度数据中心市场的工程和制造业务版图。

For Jabil, which reported $36 billion in revenue in fiscal year 2026, the venture would expand its engineering and manufacturing footprint in India’s data centre market.

该公司还通过收购提供关键电力和能源管理解决方案的汉利能源集团以及专注于高性能计算系统液冷解决方案的米克罗斯技术,扩展了其数据中心能力。

The company has also expanded its data centre capabilities through the acquisition of Hanley Energy Group, which provides critical power and energy management solutions, and Mikros Technologies, which specialises in liquid-cooling solutions for high-performance computing systems.

杰博公司首席执行官迈克·达斯托尔表示:“此谅解备忘录是我们共同努力在印度建立规模化人工智能基础设施制造平台的下一步,我们相信印度市场将日益成为国内和全球人工智能基础设施需求的重要来源。

Mike Dastoor, Chief Executive Officer (CEO), Jabil Inc., said, "Theg of this MoU is the next step forward in our shared efforts to establish a scaled AI infrastructure manufacturing platform in India, a market we believe will become increasingly important for both domestic and global AI infrastructure demand.

将杰博六十年的工程和制造专业知识与阿达尼在基础设施和能源方面的显著能力相结合,我们能够将机架级数据中心解决方案推广至印度及全球更多超大规模云服务商。我们期待继续推进我们六月份共同启动的工作。”阿达尼企业有限公司股票在孟买证券交易所收盘价为2694.00印度卢比,上涨63.00印度卢比,涨幅2.39%。

Integrating Jabil's 60 years of engineering and manufacturing expertise with Adani’s significant infrastructure and energy capabilities, we can bring our rack-level data centre solutions to more hyperscalers in India and around the world. We look forward to building on the work we started together in June." Shares of Adani Enterprises Limited ended at ₹2,694.00, up by ₹63.00, or 2.39%, on the BSE.

摩根士丹利看好其强劲运营,预计阿达尼企业股票还可能上涨23%。

Adani Enterprises shares could rise another 23% as Morgan Stanley banks on strong operations