L&T – Mega AI Infrastructure Order

1. $LT (L&T) has secured a mega order worth ₹10,000–15,000 crore from US-based AI cloud company Together AI to develop what is being positioned as India’s largest single-cluster AI infrastructure facility. The project will deploy around 10,000 NVIDIA B300 GPUs at the Chennai data-centre campus, supporting high-performance AI training, fine-tuning and inference workloads. 2. Strategically, the order marks L&T’s entry into the high-growth AI Factory segment and strengthens its data-centre/AI infrastructure play. The project aligns with L&T’s broader partnership with NVIDIA to develop GW-scale AI infrastructure in India. With L&T’s FY26 order book already at a record ₹7.40 lakh crore, the new mega order adds further revenue visibility while opening a new technology-led growth avenue beyond traditional EPC.