Reliance Bets Big on AI and Green Energy to Unlock $60 Billion Growth Potential – EQ
In Short : Morgan Stanley estimates Reliance Industries could gain $60 billion in market value by merging its green energy and AI infrastructure strategies. The plan includes transforming Jamnagar into a 1 GW AI data center hub powered by renewables and Nvidia’s Blackwell chips. This bold integration positions Reliance at the forefront of India’s digital and clean energy future.
In Detail : Reliance Industries’ latest strategic shift could significantly boost its market value, according to a report by Morgan Stanley. The global financial services firm estimates that integrating artificial intelligence infrastructure with green energy solutions may unlock up to $60 billion in additional valuation for the conglomerate.
The company plans to transform its Jamnagar facility into a green-powered AI hub, supporting up to 1 gigawatt of data center capacity. These centers are expected to run on Nvidia’s advanced Blackwell chips, positioning Reliance as a major player in the intersection of clean energy and high-performance computing.
This move reflects Mukesh Ambani’s broader vision to diversify Reliance’s portfolio beyond its traditional oil and gas roots. By combining next-generation computing needs with renewable energy infrastructure, the company is targeting two of the fastest-growing global sectors simultaneously.
Morgan Stanley noted that the dual push into AI and clean energy could accelerate monetization opportunities across Reliance’s business units. These initiatives could drive stronger investor confidence and long-term growth potential, especially as India rapidly expands its digital and renewable ecosystems.
The report emphasized that Reliance’s ability to control both energy inputs and data infrastructure gives it a competitive edge. This vertical integration reduces operational risks and enhances scalability, making it a unique proposition in emerging markets.
As the company advances these ambitious plans, analysts believe Reliance is positioning itself at the forefront of India’s technology and energy transformation. If executed well, this AI-energy synergy could redefine its business model and significantly elevate its global market standing.
