Synopsis: Four Indian companies, Reliance Industries Limited, Infosys, HCL Technologies, and Adani Enterprises, are deepening AI investments in 2026 through large-scale infrastructure, partnerships, and acquisitions, focusing on data centers, generative AI, automation, and enterprise solutions to drive digital transformation, sovereign AI capabilities, and new revenue streams across industries and growth momentum.
Artificial Intelligence (AI) is rapidly reshaping India’s IT services landscape in 2026, opening new avenues for growth across cloud transformation, data engineering, automation, and enterprise AI solutions. As global enterprises move beyond experimentation and begin scaling AI across core business functions, Indian IT companies are increasingly shifting from traditional service delivery to AI-led, platform-driven engagement models.
As such, AI is a central force shaping both risk and reward in the macroeconomic and market outlook for 2026. Morgan Stanley Research estimates that nearly $3 trillion in AI-related infrastructure investment will flow through the global economy by 2028, with more than 80% of that spending still ahead
Many of India’s top companies are improving their AI capabilities by building their own AI platforms, creating solutions for specific industries, partnering with big cloud providers, and investing in generative AI and advanced data analytics. AI is changing traditional business models and reducing profits in some areas, but companies that can turn efficiency gains into profits and also create new AI-based income sources are likely to succeed in the long run. Here is the list of stocks to look out for
Reliance Limited
Reliance Industries Limited (RIL) is a major Indian conglomerate headquartered in Mumbai. It operates in energy, petrochemicals, retail, telecom (Jio), and new energy sectors. Founded by Dhirubhai Ambani and led by Mukesh Ambani, it is one of India’s largest companies, playing a key role in the country’s economy and development.
Reliance Industries and its telecom arm Jio have announced a Rs. 10 trillion investment over the next seven years to build a large-scale AI ecosystem in India. The announcement was made by Mukesh Ambani at the India AI Impact Summit in New Delhi, where he emphasized that India should not “rent intelligence” and instead develop its own sovereign AI and computing capabilities.
The plan includes building gigawatt-scale AI-ready data centres in Jamnagar, developing up to 10 GW of green energy capacity to power AI infrastructure, and creating a nationwide edge-compute network. This network is aimed at delivering low-latency AI services to everyday users and sectors such as retail, healthcare, education, agriculture, and farming.
Ambani said the initiative is a long-term nation-building investment focused on reducing the cost of computing and expanding access to AI. Reliance will collaborate with startups, IITs, IISc, research institutions, and global tech companies, while also emphasizing multilingual AI, data security, and job creation through high-skill opportunities.
Infosys Ltd
Infosys Ltd is a global IT services and consulting company founded in India and headquartered in Bengaluru. It provides digital transformation, cloud, AI, and engineering services to enterprises worldwide. Known for innovation and large-scale outsourcing, it serves clients across banking, retail, and manufacturing industries and maintains a strong global delivery network.
Infosys has announced a strategic collaboration with OpenAI to help enterprises accelerate AI-driven software development and modernization. By combining OpenAI’s frontier AI models and products such as Codex with Infosys Topaz Fabric, the collaboration aims to enable organizations to move from AI experimentation to responsible, scalable deployment that delivers measurable business value.
The collaboration will initially focus on software engineering, legacy modernization, DevOps automation, e-commerce, and other engineering-led use cases. Leveraging Infosys’ global delivery expertise and enterprise governance alongside OpenAI’s AI capabilities, the initiative is designed to improve developer productivity, modernize workflows, accelerate delivery, and help organizations adopt AI at scale.
Along with it, they have also expanded their multi-year collaboration with GlobalFoundries (GF) to deliver AI-led managed services across the semiconductor company’s enterprise IT operations. The partnership reinforces Infosys’ expertise in managing complex, mission-critical IT environments through AI-first consulting and technology services.
As part of the engagement, Infosys will oversee GF’s end-to-end application, infrastructure, data, and service desk operations. By combining AI, automation, and its deep semiconductor industry expertise, Infosys will help transform GF’s IT landscape into a modern managed services model focused on operational efficiency and continuous optimization.
HCL Technologies Ltd
HCL Technologies is a leading global information technology services and consulting company headquartered in Noida. It provides digital transformation, cloud computing, engineering, artificial intelligence, cybersecurity, and software solutions to businesses across many industries. Operating in many countries, HCL Technologies serves clients worldwide with a strong focus on innovation and customer success.
HCLTech company announced a ₹1,427 crore (about $150 million) investment in Sarvam AI, India’s largest pure-play AI startup. The investment gives HCLTech a 10.46% stake and makes it the lead investor in Sarvam AI’s $300 million Series B funding round, which values the startup at around $1.5 billion.
The funding round also includes investments from Nvidia, Prosperity7, Activate, and Glade Brook, while Bessemer invested $50 million. Existing investors PeakXV and Khosla Ventures continue to back the company.
HCLTech said its investment in Sarvam AI will accelerate the development of next-generation AI models, including agentic AI, coding, and cybersecurity solutions, while expanding access to large-scale computing infrastructure. The partnership will also help HCLTech build industry-specific AI solutions, strengthen multilingual and sovereign AI capabilities, and deliver secure, compliant AI deployments for enterprises, governments, and regulated industries globally.
Adani Enterprises Ltd
Adani Enterprises Ltd is the flagship incubator of the Adani Group, focused on building and scaling businesses across infrastructure, energy, logistics, and new-age sectors. It develops and nurtures strategic ventures such as airports, data centers, green hydrogen, and mining. The company plays a key role in driving India’s infrastructure expansion and industrial growth
Adani Enterprises and Jabil Inc. have announced an intent to form a strategic alliance to build a large-scale AI and data center infrastructure manufacturing platform in India. The partnership aims to create gigawatt-scale capacity for AI-ready server racks and related hardware, combining Jabil’s advanced engineering and manufacturing expertise with Adani’s infrastructure, energy, and data center capabilities.
The proposed platform will focus on end-to-end AI infrastructure, including liquid-cooled AI racks, servers, networking systems, and supporting power and thermal equipment like PDUs and cooling systems. It is positioned to serve hyperscalers, cloud providers, and enterprise data centers globally, while also strengthening India’s domestic manufacturing ecosystem for high-tech hardware.
The companies say the initiative aligns with India’s growing data center demand, AI expansion, and government-driven digital and data localization policies. If executed, it could significantly boost India’s role as a global hub for AI hardware manufacturing under the “Make in India” push, while supporting large-scale investments in green-energy-powered data center capacity.
Also Adani Enterprises, through its joint venture AdaniConneX, has partnered with Google to build India’s largest AI data centre campus in Visakhapatnam, Andhra Pradesh. The project is part of Google’s AI hub investment of about USD 15 billion over 2026–2030 and will include gigawatt-scale data centre capacity along with a subsea cable network to support advanced AI workloads in India, developed in collaboration with partners like AdaniConneX and Airtel.
The initiative will also focus on sustainability, with co-investment in clean energy generation, transmission infrastructure, and energy storage systems in Andhra Pradesh. These efforts aim to power the data centre while also strengthening and modernizing India’s electricity grid to support future digital and AI growth.
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