At the NVIDIA AI Summit in Mumbai, Mukesh Ambani made it clear that Reliance Industries has no plans to manufacture its own GPUs. Instead, the company is aggressively partnering with NVIDIA to develop AI infrastructure across India—which he believes makes far more strategic sense
1. GPU Manufacturing Is Not Core Competency
Ambani recognizes that GPU design and manufacturing is a highly specialized field, dominated by entities like NVIDIA, AMD, and Intel. Reliance prefers leveraging existing leaders rather than attempting to enter GPU production from scratch—a move that could take years and enormous investment.
2. Building India’s Supercomputing Infrastructure
Instead of making chips, Reliance is:
- Building gigawatt‑scale AI data centers in Jamnagar with renewable energy
- Partnering with NVIDIA on the GB200 Grace Hopper superchips, GH200 systems, and DGX Cloud for local LLM training
- Aiming to make India’s AI costs among the lowest globally by focusing on inference, not fabrication
3. Strategic Partnership with NVIDIA
At the summit, Ambani said Reliance has been “waiting for your GB200s to mature”—indicating it wants to start with the best available tech rather than compromise. He reiterated that India shouldn’t “export data to import intelligence”—hence the focus on infrastructure, not hardware.
4. Affordable AI Access Over Redundancy
Reliance aims to drive AI democratization via cloud inference services, not by competing in chip manufacturing.
5. India Leads on AI Export Potential
Ambani projects that with the right base infrastructure, India can not only serve domestic AI needs but also export AI solutions globally. GPU manufacture was never part of that plan—aligning with speed, scale, and existing expertise .
