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The move comes as the company pledges “to embed AI across manufacturing, logistics, energy, finance, retail, agriculture and healthcare” throughout India
Reliance Industries, owner of India’s biggest telco Reliance Jio, has announced plans to invest $109.8 billion over the next seven years to expand India’s AI data centre footprint.
Speaking at the AI Impact Summit in New Delhi today, Reliance owner and Asia’s richest man, Mukesh Ambani, said that the investments would see the conglomerate deploy sovereign gigawatt (GW)-scale data centres to handle the country’s growing demand for AI.
“I would like to announce that Jio will play an even bigger role in India’s AI transformation,” said Ambani. “This is not a speculative investment. It is not for chasing valuation. This is patient, disciplined, nation-building capital, designed to create durable economic value and strategic resilience for six decades to come.”
During his speech, Ambani said the biggest bottleneck for AI in India was the limited availability of compute infrastructure, which risked driving up costs for consumers. By rapidly expanding the availability of this infrastructure, Reliance hopes to make AI affordable across the country.
“India cannot afford to rent intelligence. Therefore, we will reduce the cost of intelligence dramatically as we did the cost of data,” Ambani said.
Reliance Jio is already building a massive data centre campus in Jamnagar, ultimately aiming for 3 GW of total capacity. The first 120 MW are expected to come online in the second half of 2026, according to Ambani.
In addition to expanding its data centre footprint, Reliance’s investment strategy also focusses on building more localised compute infrastructure (i.e., edge computing facilities). By processing data closer to the edge, customers will be able to leverage AI with lower latency.
Of course, all this new AI infrastructure will require an immense amount of power. For this, Reliance says it is leveraging its 10 GW of renewable energy from solar farms in Gujarat and the Andhra Pradesh. This, Ambani says, is not only makes the project sustainable, but also cheaper for Indian customers.
It is worth noting, however, that Reliance is not alone in aiming to become India’s leading domestic data centre player. Earlier this week, Adani Enterprises – owned by India’s second-richest man Gautam Adani – said it would invest $100 billion to build renewable energy-powered AI-ready data centres by 2035.
The battle for AI data centre dominance in India is only just beginning.
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