Senior executives from global artificial intelligence firms joined heads of state and industry leaders in New Delhi this week for the India AI Impact Summit, which generated more than $250 billion in pledged investments focused on AI infrastructure, data centers, and computing capacity.
The scale of commitments underscores India’s push to position itself as a central hub for AI development and governance in the Global South, as countries compete to secure compute power and advanced semiconductor supply chains.
Reliance and Adani Lead Investment Wave
Reliance Industries and its telecom unit Jio announced the largest commitment at the summit. Chairman Mukesh Ambanis aid the group will invest $109.8 billion over the next seven years to build AI and data infrastructure. The plan includes expanding cloud capacity, computing facilities, and AI-enabled services across sectors.
Adani Group followed with a pledge to invest $100 billion by 2035 in renewable energy-powered AI data centers. The conglomerate said the initiative could trigger an additional $150 billion in related industries, including server manufacturing and sovereign cloud platforms. Combined, Adani projects the effort could create a $250 billion AI infrastructure ecosystem in India over the coming decade.
Global Tech Firms Expand Footprint
Microsoft said it is on pace to invest $50 billion by 2030 to expand AI capabilities across countries in the Global South. The company previously announced $17.5 billion in AI investments in India last year, focusing on cloud infrastructure and skilling programs.
Indian data center operator Yotta Data Services committed more than $2 billion to build one of Asia’s largest AI computing hubs. The project will use Blackwell Ultra chips from Nvidia, reflecting the growing role of advanced GPUs in powering large language models and enterprise AI workloads.
Enterprise and Infrastructure Partnerships
Tata Consultancy Services signed OpenAI as the first customer for its new data center unit under the Stargate global AI infrastructure initiative. The agreement highlights rising demand for localized compute capacity to support model training and deployment.
Infrastructure firm Larsen & Toubro announced a proposed venture with Nvidia to build what it described as India’s largest AI factory. The collaboration will focus on AI-ready data centers, advanced computing platforms, and ecosystem support for large-scale AI applications.
Together, the announcements reflect accelerating capital expenditure across hardware, cloud, and data center segments. As generative AI models require increasingly powerful compute infrastructure, India is seeking to attract both domestic and international players to build capacity within its borders.
The summit’s investment pledges position India as a rapidly emerging node in the global AI supply chain, even as competition intensifies among regions to secure chips, renewable energy, and talent needed to sustain AI growth.
