As the AI Impact Summit 2026 enters its penultimate day, the scale of investment commitments announced so far underlines the fact that artificial intelligence is now core national infrastructure. The multi-day summit has brought together global technology firms, Indian conglomerates, policymakers, researchers and investors to align on AI strategy, governance and deployment. The purpose of the event goes beyond product showcases. It is designed to position India as a serious AI infrastructure hub, capable of building, hosting and scaling advanced models domestically rather than relying solely on overseas cloud and compute providers. The announcements made this week show that the conversation has moved from ambition and one step closer to execution, i.e., laying the groundwork. These investments can be put to gather computing power, build energy capacity, data storage centres, and advanced chips.
India’s largest conglomerate, Reliance Industries, said it will invest 109.8 billion USD over the next seven years to build artificial intelligence and data infrastructure.
Chairman Mukesh Ambani said the capital will fund AI-ready data centres, advanced cloud platforms and high-performance computing systems. The scale places the group among the largest private AI infrastructure investors globally.
Strategically, Reliance appears to be positioning itself as a full-stack digital infrastructure provider, expanding beyond telecom and retail into AI platforms.
For businesses and developers, this could mean more local compute availability and lower latency AI services.
Adani Group announced it will invest 100 billion USD in renewable energy-powered AI data centres by 2035.
The company said the move could trigger an additional 150 billion USD across related industries, including server manufacturing and sovereign cloud platforms. Together, it projects a 250 billion USD AI infrastructure ecosystem over the next decade.
Data centres are energy-intensive, and long-term competitiveness will depend on a reliable and sustainable power supply. By powering AI data centres with renewable energy, Adani is linking its energy assets with digital infrastructure growth.
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Microsoft said it is on pace to invest 50 billion USD by 2030 to expand AI infrastructure and access across developing countries in the Global South. India will be a major recipient of this.
The announcement reflects a wider shift in cloud strategy. Emerging markets are becoming priority growth regions for AI services. For Indian startups and enterprises, this could deepen access to global AI platforms, while increasing competition for domestic infrastructure providers.
Yotta Data Services committed over 2 billion USD to build one of Asia’s largest AI computing hubs using Nvidia’s latest Blackwell Ultra chips.
Local deployment of next-generation chips and access to advanced GPUs could help Indian AI firms train and deploy models more efficiently. It also signals that India aims to become a regional compute hub, not just a services market.
Tata Consultancy Services signed OpenAI as the first customer for its data centre unit under the global AI infrastructure initiative Stargate.
The deal shows that global AI developers are seeking diversified infrastructure partnerships. For TCS, it marks a strategic shift from traditional IT services towards owning and operating AI infrastructure assets.
Infrastructure major Larsen & Toubro announced a proposed venture with Nvidia to build AI-ready data centre infrastructure, advanced computing platforms and ecosystem support for large-scale AI workloads.
The ‘AI factory’ concept integrates hardware, software and services to support model development and deployment at scale. For engineering firms such as L&T, AI infrastructure opens a new long-term growth segment tied to digital transformation.
Let’s see how well the execution goes.
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