Microsoft, TCS, Reliance, Adani, Yotta and others commit over $360 billion to India at AI Impact Summit 2026

New Delhi emerged as the epicentre of the global artificial intelligence conversation this week, as a wave of investment announcements marked the 2026 India AI Impact Summit.

Major deals at India AI Impact Summit 2026

With cumulative commitments exceeding $360 billion from domestic giants and global technology leaders, the summit marked a defining moment for India.

At the forefront was Reliance Industries, whose chairman, Mukesh Ambani, unveiled plans to deploy $109.8 billion over the next seven years.

Alongside its telecom arm Jio, the conglomerate aims to build large-scale artificial intelligence and data infrastructure spanning cloud capacity, advanced computing, and digital services.

Close on its heels, Adani Group announced a $100 billion commitment toward renewable energy-powered AI data centres through 2035.

The ports-to-power major said the initiative is expected to catalyse an additional $150 billion in allied sectors such as server manufacturing and sovereign cloud platforms.

Combined, these investments could generate a $250 billion AI infrastructure ecosystem over the coming decade.

Meanwhile, tech giant Microsoft revealed it is on track to invest $50 billion across the Global South by 2030 to expand AI access and infrastructure.

Notably, the company had already earmarked $17.5 billion for AI expansion in India last year.

Domestic data centre operator Yotta Data Services committed more than $2 billion to establish one of Asia’s largest AI computing hubs, powered by Nvidia’s cutting-edge Blackwell Ultra chips.

Tata Consultancy Services signed ChatGPT-maker OpenAI as the first customer for its data centre unit under the global AI infrastructure initiative Stargate.

Furthermore, Larsen & Toubro announced a proposed collaboration with Nvidia to build what could become India’s largest AI factory, complete with AI-ready data centres, advanced computing platforms, and ecosystem support for large-scale workloads.

Collectively, the announcements show more than just capital deployment, but a structural transformation.

With hyperscale data centres, renewable-powered infrastructure, semiconductor integration, and sovereign cloud ambitions converging, India is taking a place as one of the foundational architects of AI in the decade ahead.

Hon'ble Prime Minister Shri @narendramodi interacts with CEOs of AI and deeptech startups. These startups are doing a stellar job in healthcare, cyber security, space and other fields.#IndiaAIImpactSummit2026#ResponsibleAI#PeoplePlanetProgress@PMOIndia@AshwiniVaishnaw… pic.twitter.com/C0Hrn7vOCS

— IndiaAI (@OfficialINDIAai) February 20, 2026

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