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What is the story about?
Artificial intelligence, sovereign digital infrastructure and AI-ready data centres emerged as central themes in Reliance Industries’ integrated annual report for 2025-26, signalling the company’s growing focus on technology-led businesses alongside its traditional energy operations.
While oil-to-chemicals remained one of Reliance Industries’ largest revenue and earnings contributors during the year, much of the company’s forward-looking strategy commentary centred on artificial intelligence, digital connectivity, cloud infrastructure and platform businesses.
In his message to shareholders, Chairman Mukesh Ambani said Reliance had initiated “Reliance Intelligence” with the aim of democratising access to artificial intelligence.
The company plans to invest ₹10 lakh crore towards building multi-gigawatt scale AI-ready data centres, describing the initiative as a step towards creating a “sustainable, high-performance compute backbone” for India.
According to the report, the planned infrastructure would combine domestic compute capacity with multilingual, voice-first platforms intended to make AI tools accessible across consumers, enterprises and institutions.
Reliance linked the strategy to the rapid growth of India’s digital economy, expanding broadband penetration and increasing 5G adoption.
The report stated that India’s digital economy was estimated at $0.5 trillion in 2025 and could cross $1 trillion by 2030, contributing nearly 20% of gross value added.
Reliance said connectivity infrastructure would act as a key enabler for AI adoption across sectors.
Jio’s digital services business, which ended FY26 with more than 524 million subscribers, positioned artificial intelligence as a major future growth driver. The company said its nationwide connectivity network, proprietary technology stack and distribution capabilities place it at the centre of India’s AI-led digital expansion.
The report highlighted Reliance’s investments across network technologies, software systems, cloud platforms and AI-enabled services.
Reliance’s AI strategy during the year also included partnerships with global technology companies.
Reliance Intelligence partnered Google to offer Jio users complimentary access to Google AI Pro services, including Gemini. Reliance Enterprise Intelligence, a joint venture with Meta, was also established to develop enterprise AI offerings using Meta’s open-source Llama models.
The company additionally linked AI development with its broader digital distribution ecosystem, which spans telecom services, home broadband, devices, entertainment and enterprise platforms.
Reliance said Jio’s fixed broadband and 5G expansion had created a large-scale digital consumption base capable of supporting emerging AI-led services. As of March 2026, Jio had more than 268 million 5G users and over 27 million connected homes.
The report also outlined plans to take Jio’s proprietary technologies to international markets through partnerships with overseas telecom operators. These offerings include cloud-native 5G platforms, fixed wireless access technologies, operating systems and digital applications.
Financially, Reliance’s digital services business reported revenue growth of 14.3% year-on-year to ₹1.76 lakh crore in FY26, while earnings before interest, tax, depreciation, and amortisation (EBITDA) rose 17.8% to ₹76,560 crore.
In comparison, the oil-to-chemicals business reported revenue of ₹6.62 lakh crore and EBITDA of ₹60,546 crore during the year.
However, Reliance described its long-term vision as building digital platforms and AI capabilities that are “designed in India, scaled in India, and made accessible to every Indian”.
ALSO READ | Reliance Industries fixes June 5 record date for FY26 dividend; AGM on June 19
While oil-to-chemicals remained one of Reliance Industries’ largest revenue and earnings contributors during the year, much of the company’s forward-looking strategy commentary centred on artificial intelligence, digital connectivity, cloud infrastructure and platform businesses.
In his message to shareholders, Chairman Mukesh Ambani said Reliance had initiated “Reliance Intelligence” with the aim of democratising access to artificial intelligence.
The company plans to invest ₹10 lakh crore towards building multi-gigawatt scale AI-ready data centres, describing the initiative as a step towards creating a “sustainable, high-performance compute backbone” for India.
According to the report, the planned infrastructure would combine domestic compute capacity with multilingual, voice-first platforms intended to make AI tools accessible across consumers, enterprises and institutions.
Reliance linked the strategy to the rapid growth of India’s digital economy, expanding broadband penetration and increasing 5G adoption.
The report stated that India’s digital economy was estimated at $0.5 trillion in 2025 and could cross $1 trillion by 2030, contributing nearly 20% of gross value added.
Reliance said connectivity infrastructure would act as a key enabler for AI adoption across sectors.
Jio’s digital services business, which ended FY26 with more than 524 million subscribers, positioned artificial intelligence as a major future growth driver. The company said its nationwide connectivity network, proprietary technology stack and distribution capabilities place it at the centre of India’s AI-led digital expansion.
The report highlighted Reliance’s investments across network technologies, software systems, cloud platforms and AI-enabled services.
Reliance’s AI strategy during the year also included partnerships with global technology companies.
Reliance Intelligence partnered Google to offer Jio users complimentary access to Google AI Pro services, including Gemini. Reliance Enterprise Intelligence, a joint venture with Meta, was also established to develop enterprise AI offerings using Meta’s open-source Llama models.
The company additionally linked AI development with its broader digital distribution ecosystem, which spans telecom services, home broadband, devices, entertainment and enterprise platforms.
Reliance said Jio’s fixed broadband and 5G expansion had created a large-scale digital consumption base capable of supporting emerging AI-led services. As of March 2026, Jio had more than 268 million 5G users and over 27 million connected homes.
The report also outlined plans to take Jio’s proprietary technologies to international markets through partnerships with overseas telecom operators. These offerings include cloud-native 5G platforms, fixed wireless access technologies, operating systems and digital applications.
Financially, Reliance’s digital services business reported revenue growth of 14.3% year-on-year to ₹1.76 lakh crore in FY26, while earnings before interest, tax, depreciation, and amortisation (EBITDA) rose 17.8% to ₹76,560 crore.
In comparison, the oil-to-chemicals business reported revenue of ₹6.62 lakh crore and EBITDA of ₹60,546 crore during the year.
However, Reliance described its long-term vision as building digital platforms and AI capabilities that are “designed in India, scaled in India, and made accessible to every Indian”.
ALSO READ | Reliance Industries fixes June 5 record date for FY26 dividend; AGM on June 19
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