Meta and Google commit to India's massive AI computing build

Meta and Google are leasing space in Reliance's new computing centers across India, starting with a facility in Jamnagar. Reliance is raising $3.8 billion to fund a $110 billion expansion, and these anchor tenants reduce the financial risk of such a large build. Both companies gain computing power in India without building their own facilities. Reliance positions itself as an Indian AI player, not just a landlord.