Saturday, 5 July, 2025

Reliance to Add $50B–$60B via New Energy and AI Infrastructure Boost

Morgan Stanley projects Reliance Industries could add $50–$60 billion in market value by leveraging its new energy and AI infrastructure strategy. Central to this vision is retrofitting the Jamnagar complex to support 1 GW of AI-ready data centers using Nvidia’s Blackwell chips, powered by solar, battery storage, green hydrogen, and carbon capture assets. The integrated clean-energy ecosystem targets efficiency gains and new revenue streams across chemicals, refineries, and data services.