Reliance<\/a> is set to commission 120 MW of capacity in the second half of FY26 and, in line with global peers, is likely to scale up over five years, suggesting a back-loaded investment cycle.<\/p>\n“So, investments do look more back-loaded,” it said.<\/p>\n
Estimates indicate that the new intelligence business could generate post-tax return on capital employed (ROCE) of over 12 per cent – roughly twice the level achieved by its consumer and telecom investments over the past decade.<\/p>\n
For the first 1 GW currently under construction, AI infrastructure investments excluding energy are pegged at USD 12-15 billion, pending further details from the company.<\/p>\n
India’s expanding AI infrastructure opportunity and the convergence of energy and digital markets could position Reliance strongly as investments ramp up. Partnerships with Meta Platforms and Google are also expected to help lower capital outlay as the company scales its AI offerings.<\/p>\n
“While RIL has given limited detail on its AI plans, our bottom-up work using estimates from around the world does point to 12 per cent ROCE and 18 per cent return on equity (ROE) for RIL’s AI infrastructure investments over the next five years,” Morgan Stanley said in the report.<\/p>\n
India is catching up with the world on AI infrastructure, and the diffusion of energy and AI markets is set to make Reliance stand out as it ramps up its investments. Its partnerships with META and Google should also help lower capital outlay as it scales its AI offering, it added.<\/p>\n
<\/div>\n<\/div>\n
PTI Read More<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"Synopsis Reliance Industries Ltd is set to invest USD 110 billion in artificial intelligence over seven years. This significant capital allocation marks a new phase for the company. The investment will focus on AI infrastructure, renewable energy, and energy storage. Partnerships with Meta and Google are expected to support this expansion. Listen to this article<\/p>\n","protected":false},"author":1,"featured_media":894918,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[27635,148438],"tags":[11476],"class_list":{"0":"post-894917","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-investments","8":"category-reliances","9":"tag-bitcoins"},"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/newsycanuse.com\/index.php\/wp-json\/wp\/v2\/posts\/894917","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/newsycanuse.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/newsycanuse.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/newsycanuse.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/newsycanuse.com\/index.php\/wp-json\/wp\/v2\/comments?post=894917"}],"version-history":[{"count":0,"href":"https:\/\/newsycanuse.com\/index.php\/wp-json\/wp\/v2\/posts\/894917\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/newsycanuse.com\/index.php\/wp-json\/wp\/v2\/media\/894918"}],"wp:attachment":[{"href":"https:\/\/newsycanuse.com\/index.php\/wp-json\/wp\/v2\/media?parent=894917"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/newsycanuse.com\/index.php\/wp-json\/wp\/v2\/categories?post=894917"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/newsycanuse.com\/index.php\/wp-json\/wp\/v2\/tags?post=894917"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
![\"bitcoins](\"https:\/\/img.etimg.com\/thumb\/msid-128710570,width-300,height-225,imgsize-24958,resizemode-75,rect-0_0_1202_899\/mukesh-ambani-662216386d7ed.jpg\" "\\"bitcoins\\"")