Key Highlights
- Mukesh Ambani launches Reliance Intelligence subsidiary with ₹1 crore paid-up capital, positioning AI as growth engine comparable to Jio’s digital impact a decade ago
- Strategic partnerships with Google and Meta include $100 million joint venture for enterprise AI platform and gigawatt-scale data centres in Jamnagar, Gujarat
- India’s data centre capacity projected to reach 2,070 MW by 2025 and 4,500 MW by 2030, supporting nationwide AI infrastructure development
Opening Overview: Ambani’s Vision for AI-Powered India
At Reliance Industries Limited’s 48th Annual General Meeting on August 29, 2025, Chairman Mukesh Ambani unveiled Reliance Intelligence, a wholly-owned subsidiary designed to deliver artificial intelligence “everywhere and for every Indian.” This strategic initiative represents the conglomerate’s most ambitious foray into AI technology, with Ambani positioning Reliance Intelligence as potentially having “just as large, if not larger” impact on the group’s future compared to its transformative digital services venture launched a decade ago.
The announcement comes at a critical juncture as India’s artificial intelligence market is projected to triple, potentially crossing ₹1,45,384 crore (US$17 billion) by 2027, driven by increasing enterprise investments and the country’s flourishing digital ecosystem. Reliance Intelligence enters this expanding landscape with four clearly defined missions: establishing gigawatt-scale AI infrastructure, forging global partnerships, developing India-specific AI services, and creating a world-class talent ecosystem for artificial intelligence research and development.
This comprehensive approach positions Reliance Intelligence as more than just another corporate AI initiative, representing instead a fundamental transformation of how India’s largest private sector conglomerate views technology’s role in national development and economic growth.
AI Infrastructure Revolution: Building India’s Technological Backbone
Reliance Intelligence has already commenced construction of gigawatt-scale, AI-ready data centres in Jamnagar, Gujarat, powered entirely by green energy and engineered specifically for AI training and inference at national scale. This infrastructure development addresses a critical gap in India’s digital capacity, where current data centre infrastructure remains significantly underserved compared to global standards.
India’s data centre capacity is projected to reach 2,070 megawatts by the end of 2025, representing substantial growth from the current 1,255 MW capacity. The expansion is driven by infrastructure status accorded to the data centre sector, implementation of the Digital Personal Data Protection Act in 2023, and rising demand from banking, financial services, insurance, technology, and telecommunications sectors.
India Data Centre Capacity Growth (MW): 2024, 2025, 2030
Mumbai continues to dominate India’s data centre landscape with 41% of national capacity, followed by Chennai at 23% and Delhi-NCR at 14%, collectively accounting for 90% of the country’s total data centre infrastructure. Reliance Intelligence’s Jamnagar facility will contribute significantly to this growing ecosystem, with the site designed to support both domestic AI development and international partnerships requiring robust computational infrastructure.
The strategic timing of this infrastructure investment aligns with projections that India’s data centre capacity will surpass 4,500 MW by 2030, backed by investments ranging from ₹1,70,840 to ₹2,13,550 crore (US$20-25 billion). This expansion reflects the shift toward AI-ready, high-density infrastructure capable of supporting increasingly sophisticated machine learning and artificial intelligence applications.
Strategic Global Partnerships: Leveraging Big Tech Expertise
Reliance Intelligence has forged partnerships with two technology giants, Google and Meta, each addressing different aspects of AI development and deployment. The Google partnership focuses on establishing the Jamnagar Cloud region, bringing world-class AI and compute capabilities from Google Cloud to support Reliance Intelligence’s infrastructure ambitions. This collaboration builds on a decade-long partnership between Reliance and Google, with CEO Sundar Pichai emphasizing their commitment to “help shape the next leap with AI”.
Sundar Pichai, CEO of Google and Alphabet, addresses the RIL AGM 2025 on the AI partnership between Google and Reliance.#WithLoveFromJio #RILAGM2025 #RILAGM #Reliance #Jio500Million #Google #AI pic.twitter.com/Rj2Vfo4sB8
— Reliance Jio (@reliancejio) August 30, 2025
The Meta partnership represents a more substantial financial commitment, involving a joint initial investment of approximately ₹855 crore ($100 million) to build and scale enterprise artificial intelligence solutions for businesses in India and select international markets. Reliance Intelligence holds a 70% stake in this joint venture, while Meta maintains 30% ownership, combining Meta’s advanced open-source Llama models with Reliance’s extensive digital infrastructure capabilities.
This enterprise-focused platform will provide secure, full-stack Enterprise AI Platform-as-a-Service capabilities, enabling organizations to customize, deploy, and manage generative AI models across various business functions including sales, marketing, IT operations, customer service, and finance. The joint venture supports flexible deployment options across cloud, on-premises, or proprietary infrastructure, allowing cost-efficient management particularly targeting Indian enterprises and small-to-medium businesses.
Meta CEO Mark Zuckerberg expressed the partnership’s broader vision, stating their intention to “ensure that everyone in India has access to AI and eventually superintelligence”. The deal remains subject to regulatory approvals and is expected to close in the fourth quarter of 2025, marking a significant milestone in India’s AI development landscape.
Mark Zuckerberg, CEO and Founder of Meta, addresses the RIL AGM 2025 on the AI partnership between Meta and Reliance.#WithLoveFromJio #RILAGM2025 #RILAGM #Reliance #Jio500Million #Meta #AI pic.twitter.com/ROP7z2SNL4
— Reliance Jio (@reliancejio) August 30, 2025
Market Impact and India’s AI Ecosystem Growth
India’s artificial intelligence market demonstrates remarkable growth trajectory, valued at $10.19 billion in 2025 and projected to reach $50.57 billion by 2031 with a compound annual growth rate of 30.41%. This expansion is fueled by India’s substantial AI talent pool of over 600,000 professionals, representing 16% of global AI talent, second only to the United States.
The country’s 700 million internet users and robust digital infrastructure, including Aadhaar, Unified Payments Interface, DigiLocker, and the Open Network for Digital Commerce, create data-rich environments essential for AI model training and deployment. Government initiatives, including the IndiaAI program backed by a ₹10,000 crore corpus, aim to establish national AI compute infrastructure providing access to over 10,000 graphics processing units for training and research.
| Year | Market Size (USD Billion) | Market Size (Crore INR) | Source |
|---|---|---|---|
| 2025 | 10.19 | – | TechSci Research 2025 |
| 2027 | – | 145384 | IBEF Report 2025 |
| 2031 | 50.57 | – | TechSci Research 2024 |
Reliance Intelligence’s entry into this expanding market positions the subsidiary to capture significant share across multiple sectors, particularly in education, healthcare, and agriculture where Ambani has emphasized delivering trusted, easy-to-use AI services. The company’s commitment to making AI “reliable at scale and affordable for every Indian” addresses key accessibility challenges that have historically limited AI adoption among smaller businesses and rural communities.
Industry experts suggest that Reliance Intelligence’s approach mirrors Apple’s strategy of adding AI layers to existing services, leveraging Reliance’s unprecedented scale across energy, telecom, retail, and manufacturing sectors. This integrated approach enables the subsidiary to deploy AI applications across diverse use cases while maintaining the cost advantages necessary for broad market penetration in price-sensitive Indian markets.
Closing Assessment: Transforming India’s Digital Future
Reliance Intelligence represents more than a corporate diversification strategy, embodying Ambani’s vision of positioning India at the forefront of global AI innovation. The subsidiary’s four-mission approach addresses critical infrastructure gaps, establishes strategic technology partnerships, develops India-specific applications, and builds world-class talent capabilities necessary for sustained AI leadership.
The timing of this launch capitalizes on favorable market conditions, including government policy support, expanding digital infrastructure, and growing enterprise demand for AI solutions. With India expected to commission 45 new data centres in 2025, adding 1,015 MW of capacity to existing infrastructure, Reliance Intelligence’s Jamnagar facility positions the company to serve both domestic and international AI computing needs.
Ambani’s comparison of Reliance Intelligence to Jio’s transformative impact suggests expectations for fundamental changes in how Indians access and utilize artificial intelligence technology. Just as Jio democratized mobile internet access through affordable data plans and widespread network coverage, Reliance Intelligence aims to democratize AI access through scalable infrastructure, strategic partnerships, and locally relevant applications that address specific Indian market needs and preferences.
The success of this ambitious venture will likely influence India’s broader AI development trajectory, potentially establishing new standards for public-private collaboration in technology infrastructure development and serving as a model for other emerging markets seeking to build comprehensive AI ecosystems.
