$210 Billion AI Push: How Reliance and Adani Shaping India’s Future

Mukesh Ambani’s Reliance pledges $110B and Adani Group $100B to build gigawatt-scale, renewable-powered AI data centres across India by 2035.

India’s two biggest conglomerates have collectively pledged $210 billion to build the computing backbone of India’s AI future on their own terms, powered by their own energy.

Mukesh Ambani, chairman of Reliance Industries, announced at the India AI Impact Summit 2026 that Reliance primarily through its digital arm, Jio will invest $110 billion (₹10 lakh crore) over the next seven years in AI and digital infrastructure. Gautam Adani’s Adani Group followed with a separate commitment of $100 billion by 2035 to build AI-enabled, renewable-energy-powered hyperscale data centres.

Together, the two pledges amount to $210 billion, smaller than the $630 billion-plus that US tech giants are expected to spend this year, but a seismic shift in India’s own infrastructure landscape.

Ambani’s pitch is rooted in a familiar narrative: what Jio did to mobile data in 2016 slashing prices and extending access to hundreds of millions, Reliance now intends to do for AI. India cannot afford to rent intelligence, Ambani said at the summit. Our resolve is clear: make intelligence as ubiquitous as connectivity. When compute becomes infrastructure, innovation will become inevitable.

The investment is planned across three pillars. The first is gigawatt-scale AI-ready data centres, with a major facility in Jamnagar, Gujarat, expected to add more than 120 megawatts of capacity in the second half of 2026. The second is up to 10 gigawatts of green power surplus anchored by solar installations in Kutch and Andhra Pradesh, which will power the data centres renewably. The third is a nationwide edge compute layer integrated with Jio’s existing telecom network, designed to deliver low-latency AI inference across urban and rural India.

The Adani Group’s announcement, presented by executive director Jeet Adani, centres on AdaniConnex, a joint venture with EdgeConnex, which already operates a 2-gigawatt national data centre footprint and plans to expand to 5 gigawatts. The $100 billion investment by 2035 is designed to create what the company called “the world’s largest integrated data centre platform.

Adani’s AI plan is built around the same renewable energy advantage that underpins Reliance’s: by co-locating data centres with Adani’s existing green energy assets, the group reduces dependence on costly grid power. The data centres will support AI inference and training workloads for domestic enterprises, government clients, and international hyperscalers.

The group is already in a partnership with Google to build an AI data centre campus in Visakhapatnam, announced separately by Sundar Pichai. Adani is also in discussions with other global players to establish additional large-scale campuses, Jeet Adani said.

Also read : Sundar Pichai Meets PM Modi at India AI Summit; Google Signals Deeper AI Partnership with India

The projected downstream impact is substantial: Adani claims the initiative will catalyse an additional $150 billion in related spending across server manufacturing, sovereign cloud platforms, and supporting industries creating a total AI infrastructure ecosystem of approximately $250 billion over the next decade.

Both companies benefit from one structural cost advantage that most Western data centre operators cannot match: direct access to their own renewable energy at source. Ambareesh Baliga, an independent market analyst, told Reuters: With their backward integration, renewable-powered data centres are simply the cheapest option for them in the long run.