Reliance Establishes New AI Infrastructure in India

Image on Unsplash

India's AI infrastructure is about to expand significantly. Reliance Industries announced on November 13 a second 1 GW AI data centre facility in Andhra Pradesh, operating as a twin to its existing gigawatt-scale centre in Jamnagar. The announcement, signed in the presence of the Andhra Pradesh Chief Minister, marks one of the largest private AI infrastructure commitments in Asia.

The facility is designed to host the world's most advanced GPUs, TPUs, and AI processors, built on a modular architecture that can scale for future upgrades. For context, a 1 GW data centre represents substantial computational power, which is enough to support significant AI training and inference workloads for enterprise clients across sectors.

Just a week earlier, India's government released its AI governance framework, laying out principles and institutional structures for AI oversight. Now a major private player is committing to the actual infrastructure those policies will operate within. The two separate trends converging here are clarity on regulation and capital flowing into facilities that will run Indian AI operations.

What remains unclear is who the primary customers will be. Will this serve domestic enterprises, or will Reliance market capacity to global teams looking for alternative data centre regions outside the US? Infrastructure investments often work best when they can serve multiple markets, but the economics depend on utilization and pricing as well.