MARKET STRUCTURE · COMPETITIVE · INDIA
Reliance commits $110B to AI and data centers
Change
Reliance announced a $110B investment plan focused on AI and multi-gigawatt data center buildout, with 120MW expected online in H2 2026.
Why it matters
Reliance’s $110B commitment formalizes a large, time-bound expansion of India-based AI and data center capacity, anchored by construction already underway in Jamnagar, Gujarat. The company’s stated expectation that 120MW comes online in the second half of 2026 creates a concrete delivery milestone that can affect contracting cycles for power, land, equipment, and colocation. The multi-gigawatt ambition implies sustained demand for GPUs/accelerators, servers, networking, and cooling, with knock-on effects for lead times and pricing in the local supply chain. For cloud and AI service competitors, the announced scale changes the benchmark for domestic capacity and could alter customer expectations around availability and latency for India-hosted workloads.
Implications
- • India DC power and grid interconnect demand increases around Jamnagar
- • Higher near-term demand for GPUs, servers, networking, and cooling
- • Colocation and cloud capacity competition in India tightens into H2 2026
- • Supplier lead times and pricing pressure may rise for India-bound builds
Who is affected
- • Data center developers and colocation providers in India
- • Cloud and AI infrastructure competitors serving India-hosted workloads
- • Power utilities, grid operators, and energy suppliers supporting large DC loads
- • Hardware suppliers (GPUs/servers/networking/cooling) selling into India builds
Source
Topics
Business & Markets Supply Chain & Logistics Technology & Innovation Artificial Intelligence Cloud & Data