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Reliance Industries shares in focus after new AI unit launch
Reliance Industries has launched Reliance Intelligence, a wholly-owned subsidiary, to spearhead its AI ambitions in India. This move, announced after market hours with RIL shares closing positively, follows Mukesh Ambani's vision to transform RIL into a deep-tech enterprise. Shares of Reliance Industries Ltd (RIL) are likely to be in focus on Thursday after the oil-to-telecom conglomerate announced the incorporation of Reliance Intelligence, a wholly owned subsidiary aimed at driving its artificial intelligence ambitions in India. Reliance Industries informed the exchanges on Wednesday, September 10, that it had set up Reliance Intelligence as a wholly owned unit. The company received its certificate of incorporation from the Ministry of Corporate Affairs by email on September 9. The announcement came after market hours, with RIL shares closing in the green at Rs 1,377.50 apiece. The launch follows the company's August annual general meeting, where Chairman Mukesh Ambani unveiled Reliance Intelligence as part of his plan to transform RIL into a "deep-tech enterprise" alongside its telecom, retail, and energy businesses. Reliance Intelligence will pursue four core missions: building gigawatt-scale AI-ready data centres in Jamnagar, forging alliances with leading global technology firms and open-source communities, rolling out AI services across education, healthcare, agriculture, and small businesses, and attracting world-class AI talent to India. To execute its vision, Reliance is partnering with global tech leaders. Ambani announced a "deeper, holistic partnership" with Google, led by Sundar Pichai. The company has also forged a joint venture with Meta to deliver sovereign, enterprise-ready AI platforms for Indian businesses and government entities. The partnership will combine Meta's open-source Llama models with Reliance's scale across energy, telecom, retail, and manufacturing. RIL shares are down nearly 6% in 2025 so far. Over the past year, however, the stock has gained a little over 12%. Also read | Explained: What is China's anti-involution shift and how it impacts Indian stocks (Disclaimer: Recommendations, suggestions, views and opinions given by the experts are their own. These do not represent the views of The Economic Times)
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Reliance Launches AI Arm, Partners With Google and Meta
Reliance Industries Limited (RIL) has incorporated a new wholly-owned subsidiary, Reliance Intelligence Limited, as part of its plans to expand into Artificial Intelligence (AI) and deep technology. The company informed the stock exchanges that it received the certificate of incorporation from the Ministry of Corporate Affairs on September 9, 2025. The announcement was made through a filing to the BSE and the National Stock Exchange of India Limited (NSE) on September 10, after trading hours. Shares of RIL closed the day at Rs 1,377.50 on the BSE. The company had first revealed plans for this new unit during its Annual General Meeting (AGM) on August 29, 2025. At the time, RIL Chairman Mukesh Ambani told shareholders, "This new company is conceived with four clear missions to house India's next-generation AI infrastructure. Reliance Intelligence will build gigawatt-scale, AI-ready data centres, powered by green energy and engineered for training and inference at a national scale." He added, "Work has already begun on the gigawatt-scale, AI-ready data centres in Jamnagar. These facilities will be delivered in phases aligned to India's growing needs, powered by Reliance's new-energy ecosystem, and custom-made for AI training and inference." Ambani also said the subsidiary will focus on four core areas, building large-scale data centres, forming partnerships with leading tech companies and open-source communities, rolling out AI services for sectors such as education, healthcare, agriculture and small businesses, and attracting AI talent to India. RIL said the new company will "house global partnerships" and bring together "the world's best tech companies and open-source communities" with Reliance's execution strength. It will also create "a home for world-class researchers, engineers, designers, and product builders" to develop AI solutions. As part of its AI plans, RIL announced deeper partnerships with Google and Meta. Sundar Pichai, CEO of Google parent Alphabet Inc., said, "Google and Reliance are partnering to help all of Reliance's businesses transform, using AI - from Energy and Retail to Telecom and Financial Services. To support this AI adoption, together we are establishing a Jamnagar Cloud region, built for and dedicated to Reliance." CEO of Meta, said the two companies will set up a joint venture to deliver "sovereign, enterprise-ready AI platforms tailored for Indian businesses and government entities" by combining open-source models with Reliance's reach. "Together we want to ensure that everyone in India has access to AI -- and eventually superintelligence," he said. Ambani told shareholders, "Jio delivered digital everywhere, for every Indian. Reliance Intelligence will deliver AI everywhere, for every Indian." The company has commenced work on the data centres in Jamnagar and expects to complete them in phases. However, it has not disclosed any schedules or estimates regarding the project's scale. The company has not yet provided any information on how it will structure the new entity within RIL's existing business lines or how it will fund it. As of now, Reliance Intelligence exists only as a newly registered company. Investors and industry observers are watching whether RIL can turn its AI ambitions into operational projects and how quickly it can achieve this in a sector defined by rapid technological change and high upfront costs. RIL has also announced plans to launch an Initial Public Offering (IPO) of its telecom arm, Reliance Jio, by the first half of 2026, as outlined at its recent Annual General Meeting. The twin moves, setting up Reliance Intelligence Limited and preparing for Jio's listing, mark a significant expansion beyond its traditional oil-to-chemicals core. The coming quarters will reveal how RIL sequences these ventures, integrates new technologies, and builds the large-scale infrastructure it has promised, even as investors await more clarity on timelines, structure, and funding plans.
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Reliance Industries Limited (RIL) has incorporated a new AI-focused subsidiary, Reliance Intelligence Limited, and announced partnerships with Google and Meta to drive its AI ambitions in India.
Reliance Industries Limited (RIL), the Indian oil-to-telecom conglomerate, has made a significant move into the artificial intelligence (AI) sector with the incorporation of a new wholly-owned subsidiary, Reliance Intelligence Limited. The company received its certificate of incorporation from the Ministry of Corporate Affairs on September 9, 2025, as announced in a filing to the stock exchanges after market hours on September 10
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.Source: Economic Times
The launch of Reliance Intelligence aligns with Chairman Mukesh Ambani's vision to transform RIL into a "deep-tech enterprise" alongside its existing telecom, retail, and energy businesses. The new subsidiary has been tasked with four core missions
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:Ambani emphasized the company's commitment to this new venture, stating, "Jio delivered digital everywhere, for every Indian. Reliance Intelligence will deliver AI everywhere, for every Indian"
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.To execute its ambitious AI strategy, Reliance has announced strategic partnerships with global tech leaders:
Google: A "deeper, holistic partnership" led by Sundar Pichai, CEO of Alphabet Inc. This collaboration aims to help transform all of Reliance's businesses using AI, from Energy and Retail to Telecom and Financial Services
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.Meta: A joint venture to deliver "sovereign, enterprise-ready AI platforms" for Indian businesses and government entities. This partnership will combine Meta's open-source Llama models with Reliance's scale across various sectors
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.Source: MediaNama
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Reliance has already begun work on gigawatt-scale, AI-ready data centers in Jamnagar. These facilities will be powered by Reliance's new-energy ecosystem and custom-designed for AI training and inference. The company plans to deliver these centers in phases, aligning with India's growing needs
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.The announcement of Reliance Intelligence has put RIL shares in focus. On September 10, RIL shares closed positively at Rs 1,377.50 apiece. While the stock has experienced a nearly 6% decline in 2025 so far, it has gained over 12% in the past year
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.Investors and industry observers are keenly watching how RIL will transform its AI ambitions into operational projects. The company has not yet disclosed specific timelines or funding plans for the new entity. However, the twin moves of setting up Reliance Intelligence and preparing for Jio's IPO by the first half of 2026 mark a significant expansion beyond RIL's traditional core businesses
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.As Reliance Industries ventures into the AI landscape, the coming quarters will reveal how the company integrates new technologies, builds large-scale infrastructure, and positions itself in a sector characterized by rapid technological advancements and substantial upfront costs.
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29 Aug 2025•Technology
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29 Aug 2025•Technology
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