Reliance Unveils Massive ₹10 Lakh Crore AI Infrastructure Push

Reliance Industries and its telecom arm Jio have announced plans to pour roughly ₹10 trillion, or about $110 billion, into artificial intelligence and data infrastructure across India over the next seven years. The commitment, revealed by chairman Mukesh Ambani at the India AI Impact Summit 2026 in New Delhi, ranks among the largest corporate investments globally aimed specifically at AI capacity.

A Gigawatt-Scale Compute Ambition

At the heart of the plan is the construction of large AI-ready data centres supported by Reliance’s energy business and Jio’s nationwide digital network. The company aims to build multi-gigawatt facilities that can support high-performance AI workloads at scale.

Work has already begun in Jamnagar, Gujarat, where Reliance is developing what it describes as multi-gigawatt AI infrastructure. The first phase is expected to bring about 120 megawatts of capacity online in the second half of 2026, with a roadmap to expand toward gigawatt-level compute over time.

To power the build-out, Reliance intends to link the facilities with up to 10 gigawatts of internally generated green energy. Ambani framed access to affordable compute and electricity as the primary bottleneck for India’s AI ambitions, arguing that talent and innovation are already abundant.

Edge Network and “Sovereign AI”

Beyond centralized data centres, the company plans to deploy a nationwide edge computing network designed to push AI processing closer to users and enterprises. The broader vision is to create what Reliance calls “sovereign AI compute,” reducing India’s dependence on foreign cloud providers.

The infrastructure will underpin a new services layer branded Jio Intelligence, which is expected to deliver AI capabilities to both consumers and businesses over Jio’s telecom footprint. Ambani drew parallels to Jio’s earlier disruption of India’s mobile data market, suggesting the company aims to drive down the cost of AI access in a similar way.

Chips and Ecosystem Partnerships

Reliance also signalled ambitions in semiconductors, including plans to develop domain-specific AI chips, initially targeting the automotive sector. The company said it will collaborate with global technology partners and Indian enterprises to accelerate AI adoption across industries.

Analysts see this as an attempt to move Reliance upstream in the AI value chain, positioning it not just as a network operator or cloud customer but as a foundational infrastructure provider.

Part of a Broader Indian AI Surge

The announcement comes amid a wave of large-scale AI commitments in India. Recent disclosures include major data-centre and renewable-linked AI investments from other industrial groups, alongside new public-private initiatives under the government’s IndiaAI Mission.

Industry estimates suggest the country could attract more than $200 billion in AI infrastructure spending over the next two years. Within that context, Reliance’s ₹10-trillion programme stands out for its scale and integrated approach spanning energy, telecom, compute and silicon.

Competitive Implications

If executed as planned, Reliance’s push could reshape the economics of AI deployment in India by expanding domestic compute capacity and lowering costs for developers and enterprises. It also increases pressure on both domestic rivals and global hyperscalers competing for India’s fast-growing AI market.

For now, the plan signals a clear strategic shift: Reliance is positioning itself not merely as an AI adopter but as one of the country’s core builders of the infrastructure that future AI systems will depend on.