Global technology companies and major Indian conglomerates used the India AI Impact Summit 2026 in New Delhi as a platform to commit massive investments in artificial intelligence infrastructure, signaling strong confidence in India’s future as a major AI hub. Reliance Industries and its telecom arm Jio announced plans to invest about $110 billion over the next seven years to build AI and data infrastructure, including gigawatt-scale AI-ready data centres and edge compute networks. Likewise, the Adani Group pledged $100 billion to develop renewable-powered hyperscale AI data centres by 2035, a move estimated to catalyse an additional $150 billion in related industries.
From the global tech side, Microsoft said it aims to invest $50 billion by 2030 to expand AI capabilities across the Global South, with existing investments in India already totalling billions for cloud and AI infrastructure expansion. This follows earlier commitments where Microsoft had invested roughly $17.5 billion in India’s AI ecosystem. Other technology leaders like Google have earmarked large-scale infrastructure spending too — for example, more than $15 billion for an AI hub in southern India designed to support advanced compute and connectivity projects.
Partnerships announced at the summit add further depth to these commitments. Tata Consultancy Services (TCS) signed up OpenAI as a primary customer for its AI infrastructure initiative, with plans to build an initial 100 MW of AI capacity that could scale to 1 GW, while Indian provider Yotta Data Services will invest $2 billion in deploying Nvidia’s high-end AI chips for a new computing hub. In parallel, infrastructure major Larsen & Toubro unveiled plans with Nvidia for a large-scale AI “factory” to support next-generation workloads.
Taken together, the summit’s investment announcements — which securing more than $250 billion in infrastructure commitments according to India’s union IT minister — reflect not just commercial bets on AI’s growth but also a broader push to build sovereign AI infrastructure, data centres, and computing ecosystems that can support advanced models, cloud services, and enterprise deployment locally. These pledges underscore India’s rising prominence in the global AI landscape and the strategic interest of both domestic and international players in long-term tech expansion.
