Summary:
L&T has secured a mega order worth ₹10,000-15,000 crore from Together AI to build a large-scale AI factory in Chennai. The facility will deploy 10,000 NVIDIA B300 GPUs and support AI training, inference and cloud workloads. The project marks L&T’s entry into the AI Factory business and strengthens its push into gigawatt-scale AI infrastructure. L&T shares gained up to 1.2% following the announcement, with future execution and additional AI infrastructure orders likely to remain key focus areas.
Larsen & Toubro has secured a mega order worth ₹10,000-15,000 crore from US-based Together AI to build what the company describes as India’s largest single-cluster AI infrastructure deployment. The project marks L&T’s entry into the AI Factory business and represents a major step in its plan to build gigawatt-scale artificial intelligence infrastructure in India.
L&T has not disclosed the exact contract value. Under its internal order classification, however, a “mega” order is valued between ₹10,000 crore and ₹15,000 crore.
Chennai AI Factory to Deploy 10,000 NVIDIA B300 GPUs
The project will be executed by LTN Compute, the AI infrastructure subsidiary of L&T-owned Vyoma.AI, for Together AI. The facility will be located at Vyoma’s Chennai data centre campus and will deploy 10,000 NVIDIA B300 GPUs, making it one of the country's largest concentrated AI computing installations.
The infrastructure will support large-scale AI training, fine-tuning and inference workloads for Together AI’s cloud platform. It will integrate hyperscale data centre infrastructure with accelerated computing, high-performance networking, ultra-low-latency interconnects and high-throughput parallel storage.
NVIDIA’s B300 belongs to its Blackwell Ultra generation and is designed for demanding AI reasoning, training and inference workloads. NVIDIA says DGX B300 systems can deliver substantially higher AI performance than its previous Hopper generation.
Chennai Campus Designed for Gigawatt-Scale Expansion
The Chennai campus itself is being developed as a gigawatt-scale AI infrastructure site. Phase I has been designed for 250 MW, with power infrastructure readiness of 150 MVA, giving L&T room to add significantly more computing capacity over time.
LTN Compute plans to serve governments, enterprises, cloud providers and AI companies through hyperscale AI data centres, sovereign cloud infrastructure, GPU-as-a-Service and managed AI platforms.
The latest contract also follows L&T’s February 2026 partnership with NVIDIA to develop gigawatt-scale AI infrastructure in India. That partnership brought together L&T’s engineering and data centre capabilities with NVIDIA GPUs, CPUs, networking, storage and software infrastructure.
Why This Order Matters for L&T
The Together AI contract takes L&T beyond the traditional role of constructing data centre buildings. The company is moving towards providing the complete computing infrastructure inside AI factories, potentially opening a new business opportunity as enterprises and cloud providers spend heavily on generative AI.
The order also gives L&T a major reference project in a segment where power availability, cooling, networking and high-density computing infrastructure create significant engineering requirements.
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Why L&T Shares Rose After the Mega AI Order
L&T shares reacted positively to the announcement, gaining as much as 1.2% in midday trade on August 13.
The rise reflected the size of the order as well as its strategic importance. Unlike an initial partnership or investment announcement, the Together AI project represents a large commercial contract tied directly to AI infrastructure deployment.
For investors, the next key factors will be execution timelines, margins on AI infrastructure projects and additional customer wins. If L&T can convert its gigawatt AI infrastructure strategy into a sustained order pipeline, AI factories could develop into a meaningful new growth vertical alongside its established infrastructure, energy and engineering businesses.
