• Source:JND
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The India AI Impact Summit in New Delhi quickly turned into a stage for big-ticket announcements. As government leaders and tech executives shared the spotlight, several companies laid out massive investment plans that could reshape India’s AI ambitions over the next decade.

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Reliance Industries And Jio

Reliance Industries and its telecom arm Jio grabbed attention with one of the biggest commitments of the summit. Chairman Mukesh Ambani said the group plans to invest nearly $110 billion over the next seven years to build AI and data infrastructure. It’s a bold signal that Reliance wants to sit at the centre of India’s AI buildout.

Adani Group

Not far behind was the Adani Group. The conglomerate said it will commit $100 billion towards renewable energy-powered AI data centres through 2035. The company believes this could spark another $150 billion in related sectors such as server manufacturing and sovereign cloud platforms, potentially building a $250 billion AI infrastructure ecosystem in India over the next decade.

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Microsoft

Microsoft used the summit to highlight its longer-term global strategy. The company said it is on track to invest $50 billion by 2030 to expand AI access across countries in the Global South. This builds on the $17.5 billion in AI investments it had already announced for India last year.

Yotta Data Services

Mumbai-based Yotta Data Services also made a significant move, committing over $2 billion to build one of Asia’s largest AI computing hubs. The project will run on Nvidia’s latest Blackwell Ultra chips, signalling its focus on high-performance AI workloads.

Tata Consultancy Services

TCS added another key development by signing OpenAI, the parent company of ChatGPT, as the first customer for its data centre unit under the global AI infrastructure initiative Stargate. The deal gives TCS an early foothold in the evolving AI infrastructure space.

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Larsen & Toubro

Larsen & Toubro, meanwhile, announced a proposed venture with Nvidia to build what it describes as India’s largest AI factory. The plan centres on AI-ready data centre infrastructure and advanced computing systems designed to handle large-scale AI operations.

Put together, these announcements show the scale of ambition on display at the summit. The message was clear: India is not just talking about AI adoption, it is preparing to invest heavily in the infrastructure that will power it.

(Includes Agency Inputs)


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