Neil Shah, co-founder of Counterpoint Research, shares insights on Reliance's ambitious AI strategy, highlighting partnerships with tech giants like Nvidia and Google. Himanshi Lohchab dives into the practicalities of building AI infrastructure, such as data centers and affordable services for small businesses. They discuss how Reliance aims to harness data from 450 million Jio users to create vernacular voice assistants and smart city applications. The conversation also explores challenges in AI talent development and competition from global players.
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insights INSIGHT
Ambani's Jio Playbook Applied To AI
Mukesh Ambani aims to replicate Jio's playbook by democratizing AI access across India.
Reliance wants to be an AI builder that drives digital transformation rather than only a consumer.
insights INSIGHT
Gigawatt Data Centers Change The Scale
Reliance is building gigawatt-scale data centres and offering large cloud storage to underpin its AI ambitions.
These infrastructure moves require tens of billions in investment and radically expand India's AI capacity.
insights INSIGHT
GPU Costs Drive AI Economics
High-end GPUs are extremely costly and Reliance may need hundreds of thousands to power a gigawatt AI facility.
GPU costs and supply will shape the pace and economics of Reliance's AI rollout.
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Reliance is making its boldest leap yet into artificial intelligence. Backed by gigawatt-scale data centres, alliances with global giants like Nvidia, Google and Meta, and the unmatched power of data from 450 million Jio users, Mukesh Ambani wants to position India as an AI builder, not just a consumer.
In this episode of The Morning Brief, host Anirban Chowdhury is joined by Neil Shah, co-founder of Counterpoint Research, and ET’s AI expert Himanshi Lohchab to decode what “Reliance Intelligence” really means. Can Ambani turn this vision into reality and build AI “for everyone, everywhere”? We dive into Reliance’s grand plans for cloud infrastructure, affordable AI services for small businesses, vernacular voice assistants, enterprise solutions, and even smart-city applications. Can India produce enough AI talent to power this ambition? Will execution challenges and global competition from AWS, Azure, and Google Cloud derail the vision? Or could this finally give India its own AI infrastructure and a credible homegrown alternative to U.S. tech giants?
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