$250 billion power play: key deals from the 2026 India AI Impact Summit

Summary

The 2026 India AI Impact Summit in New Delhi showcased a wave of major infrastructure and investment announcements that underscore India’s growing role in the global AI economy. Commitments from domestic conglomerates and global technology firms point to a long-term build-out of data centres, cloud capacity, and AI ecosystems across the country.

NEW DELHI, Feb. 19, 2026 — The India AI Impact Summit concluded with a series of high-profile announcements that highlight India’s ambition to become a major hub for artificial intelligence infrastructure. Over several days, companies outlined plans spanning data centres, cloud platforms, and AI services, reinforcing the country’s strategic importance in the next phase of digital growth.

The giants: reliance and adani outline massive infrastructure plans

India’s largest conglomerates used the summit to detail long-term investment roadmaps tied to AI infrastructure and energy.

• Reliance and Jio: Mukesh Ambani outlined plans to invest roughly $110 billion over several years to expand data-centre capacity and digital infrastructure, with a focus on renewable-powered facilities and domestic computing capacity.
• Adani Group: Gautam Adani reiterated the group’s $100 billion commitment through 2035 to develop large-scale, green-powered data centres, part of a broader effort to build an integrated digital infrastructure ecosystem.

Together, these announcements highlight intensifying competition to build the physical backbone of India’s AI economy.

Global players: microsoft’s expanding regional strategy

Microsoft said it remains on track with its broader $50 billion investment plan across emerging markets by 2030, which includes expanding cloud infrastructure, AI services, and training programs.
India continues to be a central pillar of that strategy, with ongoing investments in hyperscale data-centre capacity and partnerships with local enterprises.

Specialized infrastructure: yotta and engineering partnerships

• Yotta Data Services: The company outlined plans to invest over $2 billion in expanding AI computing infrastructure, including next-generation accelerator deployments.
• Engineering collaborations: Infrastructure and technology firms also announced partnerships aimed at developing high-density data-centre environments optimized for large AI workloads.

These initiatives reflect the growing ecosystem around compute, energy, and enterprise services.

Enterprise and platform momentum

The summit also highlighted rising collaboration between global AI companies and Indian IT providers, signaling stronger integration between software platforms and local infrastructure providers as demand for computing capacity grows.

Why this matters

The scale of announcements at the summit illustrates a structural shift in the global AI landscape:

• Infrastructure localization: Countries are investing heavily to host data and compute domestically.
• Energy-compute convergence: Renewable power is becoming central to AI expansion strategies.
• Ecosystem growth: Partnerships across cloud, chips, and services indicate a maturing AI market.

For businesses and investors, the takeaway is that AI competition is no longer only about models — it is increasingly about who controls the infrastructure.

FAQs

Q1: How large were the investment announcements overall?

Combined commitments run into the hundreds of billions of dollars over the next decade, though timelines and execution will vary by project.

Q2: Why is India attracting so much AI infrastructure investment?

Its large digital market, expanding energy capacity, and policy focus on domestic data processing make it a strategic location for global tech firms.

Q3: When will these projects come online?

Initial phases for some facilities are expected later this decade, while larger build-outs extend into the early 2030s.