Under the Reliance Meta AI Partnership, Reliance Intelligence holds a 70% stake in REIL, while Meta’s wholly-owned subsidiary, Facebook Overseas Inc., owns 30%. Reliance initially subscribed to 20 million shares worth ₹2 crore at ₹10 per share. The joint venture will operate as a wholly-owned subsidiary before transitioning under an amended agreement.
The Reliance Meta AI Partnership was first announced by Mukesh Ambani and Mark Zuckerberg at Reliance Industries’ 48th AGM in August 2025. Ambani described it as delivering “sovereign, enterprise-ready AI for India,” while Zuckerberg highlighted it as a step toward wider access to AI and eventual superintelligence.
Regulatory filings confirm the Reliance Meta AI Partnership is not a related party transaction. None of Reliance’s promoters or group companies have interests in REIL. No governmental approvals were required, allowing the venture to be established quickly.
The Reliance Meta AI Partnership aims to deliver an enterprise AI platform-as-a-service. The platform will offer secure, full-stack environments for organizations to customize, deploy, and govern generative AI models. Pre-configured solutions will target sales, marketing, IT, finance, and customer service sectors, enabling rapid enterprise adoption.
REIL will leverage Meta’s Llama models and engineering expertise combined with Reliance’s reach to thousands of Indian enterprises. The Reliance Meta AI Partnership plans ready-to-deploy vertical and sector-specific AI solutions through cloud, on-premises, and hybrid setups.
Morgan Stanley analysts view the Reliance Meta AI Partnership as the start of major AI infrastructure investments. Reliance is expected to spend $12–15 billion developing a 1-gigawatt data center, underwriting 25% of capacity and leasing the rest to hyperscalers and LLM providers as “Datacenter as a Service.”
The first phase of Reliance’s AI data center infrastructure is underway in Jamnagar, Gujarat, with an initial 100MW capacity set to scale over two years. Analysts estimate the Reliance Meta AI Partnership could achieve around 11% ROCE and $1.5–1.6 million annual revenue per megawatt of data center services.
The Reliance Meta AI Partnership aligns with India-US trade tensions and the push for “Made-in-India” digital solutions. India’s AI market is projected at $20–22 billion by 2027, positioning the venture to capture growth as enterprises adopt AI technologies across operations.
This is the second major collaboration between Reliance and Meta, following Meta’s $5.7 billion investment in Jio Platforms in 2020. The Reliance Meta AI Partnership expands into enterprise AI services, complementing Reliance’s partnerships with Google and Azure for cloud and AI capabilities.
Industry analysts highlight the Reliance Meta AI Partnership as a shift in business models. Reliance moves from oil-to-chemicals into platform-plus-AI services, while Meta expands from social apps into enterprise AI in high-growth markets.
The Reliance Meta AI Partnership faces challenges including enterprise AI customization, competition from BharatGPT, data localization rules, and monetization pressures. Success could set a template for India-global tech collaborations in AI’s next growth phase.
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