Against the backdrop of India’s growing push into artificial intelligence, a major long-term investment plan has been unveiled to build large-scale digital infrastructure across the country. The initiative is expected to strengthen AI capabilities while supporting energy and technology ecosystems.
Reliance Industries have announced an investment of ₹10 lakh crore, or about $110 billion, over the next 7 years to expand India’s AI infrastructure. The announcement was made by Mukesh Ambani at the India AI Impact Summit.
The investment will focus on building advanced data centres, expanding edge computing, developing green energy through solar projects in Gujarat and Andhra Pradesh, strengthening energy storage systems, and supporting AI chip investments.
Large AI-ready data centres are already under construction in Jamnagar, Gujarat. More than 120 MW of capacity is expected to become operational in the second half of FY26, covering the period from late 2025 to early 2026. These facilities are being designed to handle the heavy computing needs required for AI workloads.
Beyond infrastructure, the group plans to work closely with Indian startups and universities to drive the use of AI across key sectors. These include manufacturing, logistics, agriculture, healthcare, and financial services. The aim is to support practical, large-scale adoption of AI across the economy.
The company has also partnered with Google as part of its AI strategy. Collaborations with Meta are expected to further reduce costs and improve efficiency in deploying AI-driven solutions.
Market analysts see strong financial potential in the plan. According to Morgan Stanley, the investment is expected to generate post-tax returns of over 12%. This is nearly double the typical returns Reliance earns from its consumer-facing or telecom businesses.
The announcement highlights a clear shift toward building long-term digital and energy infrastructure to support India’s AI ambitions, while also positioning the group for higher returns from next-generation technologies.
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