Susana Schwartz
Last day of India AI Impact Summit
This was a day of more staggering financial pledges from tech majors committing to India, and the Global South, in an era where the U.S. and China dominate AI development. As you can read in today’s top story, Tech Mahindra and Nvidia, Riliance Industries and Jio, L&T Vyoma, General Catalyst, and others continued with multi-billion-dollar investments. There were also numerous strategic alliances forged, as with the U.S.-India Pax Silica deal, which has some controversy about the “concierge” service intended to streamline AI chip exports for “Pax Silica” signatories, and the Delhi Declaration, deemed by some as the “Magna Carta of AI.”
Susana Schwartz
Technology Editor
RCRTech
AI Infrastructure Top Stories
India AI Impact Summit: In its final day, the summit saw shirtless protests, strategic alliances, and staggering financial pledges toward the Global South’s AI infrastructure, with India racing to catch up to the U.S. and China.
Mistral AI-Ericsson: The two companies are collaborating to apply generative AI tools to telecom network development and operations, leveraging Mistral’s AI model customization capabilities and Ericsson’s design and R&D expertise.
ValorC3 explores hybrid DCs: In today’s Rack to Ran, CEO of ValorC3 Data Centers talks about the ways in which AI and HPC are changing data center design toward more hybrid approaches that do both liquid cooling and air cooling.
AI Today: What You Need to Know
Bitcoin miner buys French DC: U.S. Bitcoin miner MARA Holdings purchased a majority stake in a data center unit owned by Electricite de France SA, with the government signing off on condition that a French investor take a stake.
Reliance $110B pledge: Mukesh Ambani, the billionaire chairperson of Indian conglomerate Reliance, unveiled the group’s ₹10 trillion (about $110 billion) plan to build AI computing infrastructure in India over the next seven years.
Adani pledges $100B: Adani will develop AI-enabled renewable data centers to the tune of $100 billion through 2035, to “catalyze an additional $150 billion ‘intelligence ecosystem’ over the next decade… across supporting industries.”
$710B AI infra spend: JLL reports that top five hyperscalers (Microsoft, Meta, Alphabet, Amazon, and Apple) have planned $710 billion in capital expenditures for 2026, enough to support approximately 35 GW of new global capacity.
Southern’s $81B plan: Southern Company is betting big on load growth, raising its five-year spending plan from $76 billion to $81 billion as it races to meet growing demand, while covering its risk with minimum 15-year contracts for data centers.
