India is becoming the new epicenter of the global arms race in artificial intelligence. At the India AI Impact Summit in New Delhi, global giants such as Alphabet, Nvidia, and the local conglomerate Reliance Industries announced investment packages worth hundreds of billions of dollars combined. Key projects include building massive data centers and developing fiber-optic infrastructure, which is set to permanently alter the balance of power in Asia's and the world's technology market.

Reliance's Historic Investment Plan

The holding of Mukesh Ambani will allocate 110 billion dollars for data infrastructure in India over the next seven years.

Meta and Nvidia Alliance

The corporation of Mark Zuckerberg will purchase millions of chips with Blackwell and Rubin architecture, which may cost up to 50 billion dollars.

General Catalyst Expansion

The General Catalyst fund plans to invest 5 billion dollars in the Indian startup ecosystem over five years.

Alphabet Building Cable Network

The owner of Google will allocate 15 billion dollars for building submarine fiber-optic cables connecting the subcontinent with the rest of the world.

At the prestigious India AI Impact Summit in New Delhi, the biggest players in the technology sector confirmed India's strategic importance for the development of artificial intelligence. The most spectacular declaration came from Mukesh Ambani, head of the Reliance Industries conglomerate, announcing an investment of 110 billion dollars over seven years. These funds will be allocated to building gigawatt-scale data centers and a nationwide edge computing network. India has been building its position for decades as an IT services backend for Western corporations, but the current wave of investments signifies a shift from a subcontractor role to a global leader in infrastructure and hardware innovation.Simultaneously, the American corporation Alphabet, Google's parent company, announced a 15-billion-dollar plan, including new fiber-optic infrastructure connecting India with Singapore, Australia, and the United States. Meanwhile, Nvidia is strengthening cooperation with Indian startups and the company Yotta Data Services, which will purchase graphics processing units for over 2 billion dollars. On a global level, Nvidia finalized a massive contract with Meta Platforms for the supply of millions of next-generation processors, such as Blackwell and Rubin, which may affect component availability for the average consumer. „This investment forms the foundation for building national digital capital and will provide affordable AI services for every Indian resident.” — Mukesh AmbaniThese actions occur against the backdrop of financial reshuffling – Nvidia completely divested its shares in the company ARM, selling the stock package for 140 million dollars. Experts emphasize that India, thanks to its vast population of programmers and dynamically growing demand for computing power, is becoming a key battleground between the USA and China for technological dominance. Largest Declared AI Investments (bn USD): Reliance Industries: 110, Alphabet: 15, General Catalyst: 5, Yotta Data Services: 2 110 bn — dollars Reliance will invest in Indian AI infrastructureLiberal media highlight benefits for global innovation development and the opportunity to democratize access to advanced technologies in India. | Conservative media warn of the deepening monopoly of Big Tech giants and the risk associated with a shortage of components in the PC market.

Mentioned People

  • Mukesh Ambani — The richest person in India, chairman of Reliance Industries, initiator of massive AI investments.
  • Jensen Huang — Chief Executive Officer of Nvidia, announcing breakthrough computing units.
  • Sundar Pichai — Head of Alphabet and Google, overseeing billion-dollar investments in Asian infrastructure.