Reliance is preparing one of India's largest AI infrastructure pushes, with Mukesh Ambani outlining a ₹10 trillion (about $110 billion) plan to expand compute capacity and AI services across the country over the next seven years.
Speaking at the India AI Impact Summit in New Delhi on Thursday, Ambani described the investment as a foundation for data centers, edge computing, and AI products connected to Reliance's Jio telecom platform.
What Reliance Plans To Build
The core of the plan is physical AI infrastructure. Ambani said Reliance will fund gigawatt-scale data centers, a nationwide edge computing network, and new AI services integrated with Jio.
Reliance has already started construction of multi-gigawatt data centers in Jamnagar, Gujarat. More than 120 megawatts of capacity is expected to come online in the second half of 2026, according to Ambani.
That timeline matters because AI services depend heavily on access to compute. Large-scale data centers provide the processing capacity needed to train, run, and distribute advanced AI systems. Edge computing can also move processing closer to users and enterprises, which may help AI services operate across more locations and industries.
Why Ambani Framed Compute As The Bottleneck
Ambani connected the investment to India's technological self-reliance. He said the country “cannot afford to rent intelligence,” placing AI infrastructure in the same strategic category as other national technology capabilities.
He also argued that the main constraint is not human potential. “The biggest constraint in AI today is not talent or imagination,” Ambani said. “It is scarcity and high cost of compute.”
Reliance's stated ambition is to reduce the cost of AI services in a way that echoes its earlier impact on mobile data prices in India. The comparison signals that Reliance is not only thinking about enterprise infrastructure, but also about broad access through platforms already reaching large numbers of users.
Green Energy And Jio Are Central To The Strategy
Ambani said Reliance's build-out would be supported by the group's green energy capacity. That includes 10 gigawatts of surplus power from solar projects in Gujarat and Andhra Pradesh.
Power is a key input for large AI data centers, so Reliance's energy position is part of the broader infrastructure plan. The source article does not detail operating costs or specific energy allocations, but Ambani tied the AI build-out directly to this green energy capacity.
Jio is another major piece of the strategy. Reliance plans to connect new AI services to its telecom platform, and Jio has already been forming AI partnerships. Last year, it landed a deal with Google to offer free Gemini AI Pro access to millions of its users in India.
India's AI Infrastructure Race Is Accelerating
Reliance's plan comes as AI investment in India is gathering speed. Earlier this week, Adani Group outlined plans to invest about $100 billion to build AI data centers in the country.
The Indian government expects more than $200 billion in AI infrastructure spending over the next two years. Global technology firms are also expanding their role, with OpenAI partnering with the Tata Group to develop about 100 megawatts of AI capacity in the country, with plans to scale that to 1 gigawatt eventually.
Taken together, these commitments show how India's largest conglomerates and global technology companies are moving to secure capacity in a market expected to become one of the country's biggest technology opportunities.
Where Reliance Wants AI To Reach
Reliance also plans to work with Indian enterprises, startups, and academic institutions. Ambani said the goal is to embed AI across sectors including manufacturing, logistics, agriculture, healthcare, and financial services.
The company also plans to develop AI capabilities in several Indian languages. That focus could support wider adoption by making AI services more useful to people and businesses that do not operate primarily in English.
The investment plan is still a long-term build-out, not a finished network. But the direction is clear: Reliance wants to pair compute infrastructure, power, telecom distribution, partnerships, and multilingual AI services into a single national-scale push.