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4w ago

Reliance Charts AI-Green Energy Path to Add $50 Billion in Market Value

The Jamnagar complex will marry Nvidia Blackwell AI servers with 1.3GW of steady renewable power to hit an initial 1GW capacity within two years.

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Mukesh Ambani
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Overview

  • Morgan Stanley analysts predict Reliance’s combined AI and new energy strategy could lift its market value by $50 billion and generate up to $60 billion in value from its new energy vertical.
  • Morgan Stanley estimates the 1GW generative AI centre will require approximately 678,000 Nvidia B100 GPUs to support its Blackwell-powered servers.
  • Reliance plans a 10GW solar rollout by 2026 alongside a 2,000-acre site for lithium iron phosphate battery production and green hydrogen facilities to feed its renewable ecosystem.
  • Cash flows from its oil-to-chemicals, telecom and retail divisions will underwrite the capital-intensive expansion of its AI and clean energy infrastructure.
  • By integrating advanced computing and renewables at Jamnagar, Reliance is aiming to position India as a global hub for generative AI and data-centre services.