New Delhi emerged as the focal point of the global artificial intelligence dialogue this week as landmark investment announcements dominated the 2026 India AI Impact Summit. With cumulative commitments exceeding $360 billion from domestic conglomerates and international technology leaders, the summit marked a pivotal moment in India’s AI growth trajectory.
At the forefront, Reliance Industries Chairman Mukesh Ambani unveiled plans to invest $109.8 billion over the next seven years. Along with its telecom arm Jio, the group aims to build large-scale AI and data infrastructure spanning cloud services, advanced computing capabilities, and next-generation digital platforms.
Adani Group followed with a $100 billion commitment to develop renewable energy-powered AI data centres through 2035. The conglomerate said the initiative could further catalyse $150 billion in allied sectors, including server manufacturing and sovereign cloud platforms, potentially creating a $250 billion AI ecosystem over the next decade.
Global technology major Microsoft confirmed it is progressing toward a $50 billion investment plan across the Global South by 2030 to expand AI access and strengthen digital infrastructure.
Meanwhile, Yotta Data Services pledged more than $2 billion to establish one of Asia’s largest AI computing hubs powered by Nvidia’s Blackwell Ultra chips. Tata Consultancy Services also signed OpenAI as the first customer for its data centre unit under the global AI infrastructure initiative Stargate.
Engineering and infrastructure major Larsen & Toubro further announced a proposed collaboration with Nvidia to build what could become India’s largest AI factory, complete with AI-ready data centres and advanced computing platforms designed for large-scale workloads.
Together, the sweeping investment commitments signal India’s accelerating emergence as a global AI powerhouse, backed by unprecedented capital inflows and strategic partnerships across sectors.
