The brief

Analyst view

• Pledged Rs 10 lakh crore (about $110B) over seven years for AI infrastructure and services (Feb 2026).
• First 120 MW of AI computing at Jamnagar, on NVIDIA GB300 chips, due to be commissioned by end of 2026.
• Building a 168 MW data centre at Jamnagar that Meta will lease, due within two years of June 2026.

Technical approach

As reported

Power

Its own solar power

Reliance says it has about 10 GW of surplus solar capacity in Gujarat and Andhra Pradesh, so its AI halls need not wait on the public grid.

Site

Jamnagar industrial base

Next to its giant refinery, with land, seawater for cooling, western submarine cable landings and Jio's fibre network nearby.

Model

Own compute plus build-to-suit

Runs its own GPU cloud for Jio and Indian firms, and builds and operates halls that big tech companies lease, like Meta's 168 MW.

Reach

Jio as the distribution channel

AI services are sold through Jio's phone and home customers, in 22 Indian languages, with the stated aim of making AI much cheaper for Indians by 2030.

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