Top executives from global artificial intelligence companies joined policymakers and industry leaders in New Delhi this week for the India AI Impact Summit, signalling a decisive push to position India as a global AI infrastructure hub.
Below is a round-up of the major investment announcements and partnerships unveiled at the summit.
Reliance Industries and its telecom arm Jio will invest $109.8 billion over the next seven years, chairman Mukesh Ambani said.
Key focus areas:
Large-scale data centres
AI compute capacity
Cloud infrastructure
Nationwide digital connectivity
The commitment ranks among India’s biggest private-sector technology investments.
Adani Group plans to invest $100 billion in renewable energy-powered AI data centres by 2035.
What it aims to achieve:
Build hyperscale green data centre capacity
Catalyse an additional $150 billion in allied sectors
Boost server manufacturing and sovereign cloud platforms
The group projects a $250 billion AI infrastructure ecosystem over the coming decade.
Microsoft said it is on track to invest $50 billion by 2030 to expand AI infrastructure across countries in the Global South.
India angle:
$17.5 billion AI investments already announced last year
India positioned as a key emerging market for AI scale-up
Yotta Data Services will invest more than $2 billion to build one of Asia’s largest AI computing hubs.
Project highlights:
Deployment of Blackwell Ultra chips
Technology supplied by Nvidia
Significant boost to high-performance AI workloads
Tata Consultancy Services has signed up OpenAI, parent of ChatGPT, as the first customer for its new data centre unit under the global AI infrastructure initiative Stargate.
Strategic significance:
Entry into high-value AI infrastructure services
Strengthening India’s role in global AI ecosystems
Larsen & Toubro has proposed a venture with Nvidia to build AI-ready data centre infrastructure and advanced computing platforms.
The plan includes:
Scalable AI data centre infrastructure
Advanced computing platforms
Ecosystem enablement for large-scale AI workloads
The collaboration aims to establish what is described as India’s largest AI factory.
