Reliance, Jio plan Rs 10 lakh crore AI buildout

For streaming and video-adjacent businesses, the immediate signal is scale: Reliance and Jio are committing a seven-year, Rs 10 lakh crore push behind AI infrastructure and applications. That matters because Jio sits inside a major digital ecosystem that already reaches consumers at scale, and the announcement ties AI to multiple sectors rather than a single product line. For the broader market, this adds another large capital pool focused on AI capacity in India. The next concrete marker to watch is how Reliance and Jio break out that spending across infrastructure versus solutions, and which sector-specific use cases they name next.