Reliance Announces $110 Billion AI Investment Strategy Amid India's Tech Aspirations

Reliance Announces $110 Billion AI Investment Strategy Amid India’s Tech Aspirations

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Mukesh Ambani, the chairperson of Indian conglomerate Reliance, announced a ₹10 trillion (about $110 billion) plan to establish AI computing infrastructure in India over seven years. At the India AI Impact Summit in New Delhi, Ambani detailed that the investment will support gigawatt-scale data centers, a nationwide edge computing network, and new AI services integrated with Reliance’s Jio telecom network.

Reliance has started building multi-gigawatt data centers in Jamnagar, Gujarat, with over 120 megawatts of capacity expected in the latter half of 2026. This pledge aligns with a surge in AI investment in India, including the Adani Group’s $100 billion plan for AI data centers and the Indian government’s expectation of over $200 billion in AI infrastructure spending in the next two years.

Global tech firms are also expanding into India, with OpenAI collaborating with Tata Group to develop about 100 megawatts of AI capacity, aiming for 1 gigawatt eventually. Ambani emphasized the push is vital for India’s tech self-reliance, asserting the country must not “rent intelligence.” He aims to slash AI service costs significantly, similar to Jio’s role in reducing mobile data expenses.

Ambani identified the “biggest constraint” in AI as not talent or imagination, but the scarcity and high cost of compute. The development will be backed by Reliance’s surplus green energy from solar projects in Gujarat and Andhra Pradesh.

Reliance will collaborate with Indian enterprises, startups, and academic institutions to incorporate AI into industries like manufacturing, logistics, agriculture, healthcare, and financial services. Jio has already formed an AI partnership with Google to provide free Gemini AI Pro access to millions of users in India.

Reliance plans to enhance AI capabilities in multiple Indian languages to boost tech adoption. This initiative underscores the race among India’s largest conglomerates to seize a significant share in a major technology opportunity.

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