Reliance Industries Limited has launched Reliance Intelligence, a wholly-owned subsidiary aimed at establishing India’s most comprehensive AI infrastructure and services platform. Announced at RIL’s 48th Annual General Meeting on August 28, 2025, and formally incorporated on September 9, 2025, this ambitious venture represents Mukesh Ambani’s vision to “deliver AI everywhere for every Indian.

Strategic Vision and Four Core Missions

Reliance Intelligence operates with four fundamental missions designed to position India at the forefront of global AI innovation:

Mission 1: Next-Generation AI Infrastructure

• Building gigawatt-scale, AI-ready data centers in Jamnagar, Gujarat
• Powered entirely by green energy from Reliance’s clean energy ecosystem
• Facilities engineered specifically for AI training and inference at national scale

Mission 2: Global Partnerships

• Strategic alliances with world-leading technology firms and open-source communities
• Focus on performance leadership, resilient supply, and India-first compliance
• Combining global expertise with Reliance’s execution capabilities

Mission 3: AI Services for India

• Delivering trusted, easy-to-use AI solutions for consumers, small businesses, and enterprises

• Sector-specific applications in education, healthcare, and agriculture
• Reliable at scale and affordable for every Indian

Mission 4: Talent Development

• Creating a hub for world-class researchers, engineers, designers, and product builders
• Transforming ideas into innovations and practical applications
• Building solutions for both India and global markets

Major Strategic Partnerships

Google Cloud Partnership

Reliance has announced a comprehensive AI partnership with Google, establishing a dedicated cloud region in Jamnagar. Google CEO Sundar Pichai emphasized the collaboration’s scope: “Google and Reliance are partnering to transform all of Reliance’s businesses with AI—from energy and retail to telecom and financial services”.

Key features include:

• World-class AI powered by clean energy from Reliance
• Connected via Jio’s advanced telecom network
• Supporting AI adoption across Reliance’s diverse business portfolio

Meta Joint Venture

Reliance and Meta have established a joint venture valued at ₹855 crore ($100 million), with Reliance holding 70% ownership and Meta 30%. The partnership focuses on:

• Llama-based enterprise AI platforms and tools for Indian businesses
• Ready-to-deploy vertical and sector-specific AI solutions
• Enterprise AI Platform-as-a-Service across sales, IT, customer service, and finance

Meta CEO Mark Zuckerberg stated: “Through this joint venture, we’re putting Meta’s Llama models into real-world use and unlocking new possibilities together”

Infrastructure and Scale

Massive Infrastructure Investment

The scale of Reliance Intelligence’s infrastructure plans is unprecedented in India:

• 1GW data center capacity requires approximately 678,000 B100 chips
• For RIL’s internal use (200MW), about 135,000 B100 chips needed
• 3GW of round-the-clock power required when scaled to full capacity
• Construction already underway in Jamnagar with phased delivery aligned to India’s growing AI needs.

Green Energy Integration

All AI infrastructure will be powered by Reliance’s renewable energy projects, demonstrating the company’s commitment to sustainable AI development. This integration of clean energy with AI infrastructure positions Reliance uniquely in the global AI landscape.

Market Response and Financial Impact

Stock Market Reaction

• RIL shares closed at ₹1,377.50 following the announcement
• Stock down approximately 6% year-to-date in 2025
• Analysts maintain positive outlook with target prices of ₹1,650 (CLSA) and ₹1,660

Analyst Perspectives

Morgan Stanley noted: “We believe Reliance has all the ingredients to become India’s most aggressive play on Gen AI, replicating the U.S. hyperscaler model”.

BofA Securities highlighted that “scaling of Reliance Intelligence could attract strategic investors after 2-3 years, similar to Jio and Retail earlier”

Unique Competitive Advantages

• Proprietary Data Moat: Access to data from nearly 500 million Jio users and over 1 billion annual retail interactions
• Vertical Integration: Control over data generation, processing infrastructure, and distribution channels
• Cost Leadership: Aiming for “world’s lowest AI inferencing cost” through green energy and scale
• India-First Approach: Sovereign AI solutions keeping sensitive data within India’s borders

Future Outlook and Challenges

Growth Potential

• Target of ₹1 lakh crore revenue within five years (combined FMCG and AI
• Plans to double Reliance’s overall size by FY30
• Potential for AI-as-a-Service exports to Global South markets

Key Challenges

• Talent Acquisition: India’s AI talent pool remains limited despite growing demand
• Execution Risk: Managing simultaneous disruptions in AI and FMCG sectors
• Regulatory Scrutiny: Handling data privacy and AI governance concerns
• Global Competition: Competing against established hyperscalers with mature platforms