Indian conglomerate Reliance Industries Ltd (RIL) has announced a US$110bn (billion) investment to build artificial intelligence (AI) computing infrastructure over the next seven years, in what is being described as one of the largest private-sector AI commitments in Asia.
The announcement was made by RIL chairman and managing director (CMD) Mukesh Ambani at the India AI Impact Summit in New Delhi. He positioned AI as central to India’s future economic growth and technological self-reliance.
According to RIL, the planned investment will fund gigawatt-scale AI data centres, a nationwide edge computing network and new AI-enabled services integrated with its telecom arm, Jio.
Construction is already underway on multi-gigawatt data centre facilities at Jamnagar in Gujarat. More than 120MW (megawatts) of capacity is expected to become operational later this year. Mr Ambani compared the AI expansion to Reliance’s earlier strategy of lowering mobile data costs, indicating that large-scale infrastructure is intended to make AI services more affordable and accessible in India.
The company says it will leverage its existing 10GW (gigawatts) surplus renewable energy capacity to power AI compute operations. Aligning clean energy production with data centre demand is expected to reduce operating costs and improve sustainability metrics.
RIL also plans to collaborate with Indian enterprises, startups and academic institutions to integrate AI applications across manufacturing, healthcare, agriculture and financial services.
Reliance’s announcement comes amid significant parallel investments by Adani group, which has disclosed plans to invest about US$100bn by 2035 in renewable energy-powered, AI-ready data centres.
The group’s broader ambition reportedly extends to building a US$250bn AI ecosystem encompassing server manufacturing and cloud platforms, supported by its joint venture (JV) AdaniConneX and partnerships with global cloud-providers.
Combined, the proposed investments by Reliance and Adani could exceed US$210bn. The government of India is offering tax incentives and policy support to accelerate AI and data centre investments as part of its effort to position the country as a global AI hub.
International technology companies are also expanding their AI footprint in India.
OpenAI has partnered with Tata Consultancy Services (TCS) to establish an initial 100MW AI data centre in India, with the potential to scale to one gigawatt.
Meanwhile, major US technology companies are committing substantial capital to AI infrastructure globally and within India.
Industry estimates suggest that US companies such as Alphabet Inc, Microsoft, Amazon and Meta Platforms are collectively expected to spend between US$635bn and US$665bn on AI-related initiatives in 2026 alone, largely focused on data centres, cloud infrastructure and advanced AI systems.
In the Indian market, Microsoft has committed at least US$17.5bn to expanding AI and cloud infrastructure over the coming years, describing it as its largest investment in Asia. Amazon has outlined plans to invest US$35bn by 2030 to strengthen AI operations and related services. Google has pledged about US$15bn to establish an AI hub in Visakhapatnam with hyperscale data centre capacity.
Together, these US corporate commitments in India exceed US$67.5bn, underscoring growing multinational interest in India’s AI ecosystem.
The scale of these investments highlights the intensifying global competition for AI leadership. From sovereign compute infrastructure in India to expansive cloud ecosystems in the United States, companies are racing to secure capacity, talent and energy resources required to power next-generation AI systems.
Reliance’s US$110bn commitment places India’s private sector firmly in that race, signalling that AI infrastructure is emerging as a strategic priority alongside telecom, energy and manufacturing.
