Rs 7,79,000 crore Order Book: This Heavy Civil Infrastructure Company Secures Mega Order to Build India's Largest NVIDIA B300 AI Factory

On Thursday, Indian equity benchmark indices traded lower, with the benchmark Nifty 50 index falling 40.10 points, or 0.16 per cent, to 24,395.85. Amid the market movement, Larsen & Toubro share price rose 1.26 per cent to Rs 4,070.70 after the company announced that it had secured a mega order as part of a strategic partnership with US-based AI cloud platform Together AI to build India's largest single-cluster NVIDIA B300 AI Factory. The development marks L&T's foray into the AI Factory business.
L&T also has a strong Order Book of Rs 7,79,000 crore, equivalent to Rs 7.79 lakh crore, providing significant revenue visibility for the company

L&T Secures Mega AI Infrastructure Order

Larsen & Toubro, through its AI infrastructure subsidiary LTN Compute under Vyoma.AI, has secured the project to establish an NVIDIA B300 AI Factory at its Chennai data centre campus. The facility will support Together AI's AI-native cloud platform for large-scale inference, fine-tuning and training workloads.

The project involves an integrated AI Factory with capacity for 10,000 NVIDIA B300 GPUs. The platform will combine hyperscale data centre infrastructure, accelerated computing, high-performance networking, ultra-low-latency interconnects, high-throughput parallel storage and AI infrastructure operations.

The company's filing classifies the project as a Mega order, with its order-classification framework defining the Mega category as orders valued between Rs 10,000 crore and Rs 15,000 crore.

Chennai Campus to Support AI Infrastructure Expansion

The AI Factory will be hosted at Vyoma's Chennai data centre campus, which is described as a gigawatt-scale AI infrastructure site. Phase 1 of the campus has been designed for 250 MW, with power infrastructure readiness of 150 MVA, providing a scalable base for future AI Factory expansion.

The facility is expected to strengthen India's AI infrastructure ecosystem while supporting global AI workloads. The platform will enable customers to deploy and scale AI workloads through an integrated infrastructure stack covering computing, networking, storage and AI infrastructure operations.
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L&T Enters AI Factory Business

The latest project marks L&T's entry into the AI Factory business through its digital infrastructure operations. Vyoma.AI is L&T's sovereign, secure and integrated AI cloud and hyperscale data centre business, while LTN Compute is building AI-ready digital infrastructure across India through hyperscale AI data centres, sovereign cloud platforms, AI Factory services, GPU-as-a-Service and managed AI platforms.

The company's latest partnership with Together AI comes as demand for high-performance computing infrastructure continues to increase with the expansion of artificial intelligence and generative AI applications. Reuters also reported that the project is worth up to Rs 15,000 crore.

Strategic Partnership with Together AI

Together AI is a US-based full-stack AI cloud platform that provides accelerated infrastructure, open foundation models and developer services for organisations building, training and deploying generative AI applications.

L&T Chairman and Managing Director S N Subrahmanyan said the deployment represents a significant milestone in the company's Gigawatt AI Infrastructure Mission and its objective of supporting next-generation AI infrastructure in India. Together AI Co-founder and CEO Vipul Ved Prakash said the company partnered with L&T for its scale, resilience and engineering capabilities.

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Disclaimer: The article is for informational purposes only and not investment advice.