Reliance unveils $110 billion AI infrastructure plan for India

Mukesh Ambani, the chairperson of Indian conglomerate Reliance, on Thursday unveiled a plan to build AI computing infrastructure in India over seven years. Speaking at the India AI Impact Summit in New Delhi, Ambani announced that the investment plan is valued at ₹10 trillion (about $110 billion). The initiative will fund gigawatt-scale data centers—large-scale facilities capable of hosting massive amounts of computing power—and a nationwide edge computing network, which is a distributed computing infrastructure that processes data closer to where it is generated. The infrastructure will support new AI services integrated with Jio, Reliance’s telecom platform.

Reliance has already begun construction of multi-gigawatt data centers in Jamnagar, Gujarat. More than 120 megawatts of capacity is expected to come online in the second half of 2026. This build-out will be supported by Reliance’s 10 gigawatts of surplus power from solar projects in Gujarat and Andhra Pradesh. Additionally, Reliance plans to develop AI capabilities in several Indian languages to spur adoption of the technology.

This investment plan joins a broader national push to expand computing capacity. The Indian government expects more than $200 billion in AI infrastructure spending over the next two years. Other initiatives in the country include:

• Adani Group: The competitor plans to invest about $100 billion to build AI data centers in India.
• Tata Group and OpenAI: The partner of OpenAI is working to develop about 100 megawatts of AI capacity, with plans to eventually scale to 1 gigawatt.

Ambani framed the investment as a necessity for national self-reliance, stating that India “cannot afford to rent intelligence” and must build its own capabilities. He asserted that the primary constraint on AI growth today is not talent or imagination, but rather the scarcity and high cost of computing power. To expand adoption, Reliance plans to partner with local enterprises, startups, and academic institutions. This follows Jio’s move last year, when the telecom platform landed a deal with Google to offer Gemini AI Pro access to its users in India.

Why it matters

The aggressive push highlights how India’s largest conglomerates are racing to secure a foothold in what is expected to be one of the country’s biggest technology opportunities.