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Google’s Andhra investment will prepone IPO of Adani’s data centre biz - Very confident 💰💰 Everyone is focused on the obvious stuff - The sheer data capacity, the green energy angle, and the crucial subsea internet cables connecting India to the world. But, the most important detail, which just came out yday, is about who Google has hired to do the actual groundwork. Let me explain. .. To get this ambitious project off the ground, Google has brought in two of India's biggest corporate giants. The first is Airtel. They're handling the complex submarine cable installations and ongoing ops. A big win for them, for sure. But this was an expected move. Airtel has already been pouring billions into its data centre and cable subsidiary, and Google also has sizeable stake in Airtel. Thus, no surprises there. .. But, the other group roped in is the REAL story here. Adani. Their data centre joint venture, AdaniConnex, has been handed the keys to the kingdom. This single project acts as a strategic catapult, launching their data centre ambitions into a whole new orbit. How? - The Adanis had a publicly announced target: build 1 gigawatt (GW) of data centre capacity before taking the biz public via an IPO (exp 2027) - 1 GW is a mind-boggling amount of power. It’s roughly 77% of India's entire current operational data centre capacity COMBINED. A huge goal - But, this one Google project in Andhra Pradesh will involve building capacity far GREATER than their entire 1 GW IPO target Think about that. One deal completely eclipses their multi-year corporate roadmap. .. The only real question mark is execution speed. But, the ability of Adanis to navigate the system, acquire land, get approvals, and cut through red tape is legendary. A business-friendly Govt at both the centre and the state level only greases the wheels further. They will get this done, and FAST. But, building this infra will require an INSANE amount of capital upfront. And, this is exactly why the odds of an early IPO have just shot through the roof. Going public is the most logical way to fund a project of this scale. Cuz what better story to tell public market investors than a guaranteed, long-term contract with Google? What do you think? And did you know this?