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Data centers

Reliance Industries to Spend $12-15 Billion on AI Infrastructure

Strategic Insights

— 1 min read

Reliance Industries, a conglomerate led by billionaire Mukesh Ambani, is set to embark on a major push into artificial intelligence (AI) through a new subsidiary and strategic partnerships. The company has announced a significant spending plan of $12-15 billion over the next few years on AI infrastructure, which will include a massive 1GW data centre. This move is expected to reshape Reliance's equity story, as Gen AI deployment enables large-scale capital deployment and unlocks value through synergies across various verticals.

Key Takeaways:

  • Reliance Industries plans to spend approximately $12-15 billion on AI infrastructure over the next few years.
  • The company will develop a 1GW data centre, with the entire capacity to be used for AI-related workloads.
  • Reliance will underwrite about 25% of the capacity itself, investing roughly $7 billion in datacentre infrastructure and $5 billion in 250MW of chips.
  • The remaining capacity will be leased to hyperscalers and LLM providers as 'Datacenter as a Service'.
  • The first phase of the data centre is already underway in Jamnagar, Gujarat, with the initial 100MW of Gen AI datacentre capacity expected to scale up over two years.
  • Reliance is collaborating with Meta, Google, and Azure to leverage its joint venture on small language models and establish a dedicated cloud region in Jamnagar.
  • Reliance is investing in upskilling and nurturing India's AI workforce through its new wholly-owned subsidiary, Reliance Intelligence.

Statistics:

  • $12-15 billion: Estimated spending on AI infrastructure over the next few years.
  • 1GW: Capacity of the data centre being developed by Reliance.
  • $7 billion: Reliance's investment in datacentre infrastructure.
  • $5 billion: Reliance's investment in 250MW of chips.
  • 100MW: Initial capacity of the Gen AI datacentre, expected to scale up over two years.
  • 25%: Proportion of data centre capacity that Reliance will underwrite.
  • 2 years: Timeframe for Reliance's 100MW Gen AI datacentre capacity to scale up.

Sources:

  • Morgan Stanley report (exact citation not provided in the original source).
  • Reliance Industries annual shareholder meeting in August.
  • Indian National Press (Bombay) Pvt. Ltd. (Copyright 2025, published in Contify.com).

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