From AI to Semiconductors: 25 Major Domestic and Foreign Investments Across India’s Emerging Sectors

Synopsis: India’s Investment for FY2025-26 is marked by strong inflow of domestic and foreign investments in the domains of AI, renewable energy, semiconductors, infrastructure, and advanced manufacturing. Such double momentum is speeding up transformation and making India a global innovation and growth hub.

India FY2025-26 with its resilient economy and growing momentum is backed by stable macroeconomic foundations and increasing investor confidence. India is getting investment from large companies in the country as well as international technology giants in sectors like artificial intelligence, renewable energy, digital infrastructure, and manufacturing, which is making India an important part of the global growth story.

Major Domestic Investments in India (2025–26) 

The investment climate within India has shown an impressive rise, owing to the fact that India’s biggest business houses have been investing in futuristic industries like renewable energy, AI, semiconductor industry, data centers, and electric vehicles. 

1. The Adani Group has announced plans to spend By 2035, the ₹8,83,800 crore ($100 billion) would be invested in building hyperscale data centres that use renewable energy and have AI capabilities.
2. Adani Group has decided to invest ₹1,00,000 crore ($ 12 billion) in its airports business over the next five years, including investment for development of Navi Mumbai International Airport.
3. The Reliance Industries has taken some steps in investments towards clean energy and towards gigafactories and reaching “Net Zero Carbon” by 2035 at an amount of ₹88,000 crore ($10 billion).
4. Hinduja Group has agreed to make an investment of Installation of charging infrastructure, EV bus manufacturing, energy and renewable power in Andhra Pradesh worth ₹ 20,000 crore ($2.4 billion).
5. BPCL signed a non-binding MoU with Oil India Limited for a Greenfield refinery and petrochemical plant to be built in the vicinity of Ramayapatnam Port in Andhra Pradesh with a capital investment of ₹1 lakh crore ($11 billion).
6. Tata Electronics entered into an MoU with German company Merck for developing supply chain, fabrication infrastructure and semiconductor materials for its Fab in Dholera, Gujarat.
7. In a strategic partnership, Tata Consultancy Services (TCS) has signed a memorandum of understanding with CEA (France) to work together on Physical Artificial Intelligence (AI) solutions, combining robots and intelligent systems.
8. India Optel Limited inked a tie up with Safran Electronics & Defense for manufacturing of two high precision defence systems in India under Make-in-India scheme.
9. About ₹500 Crores will be invested by Bharat Petroleum Corporation Limited (BPCL). ₹96,862 crore (US$ 11 billion) to set up a new refinery with a capacity of 1,80,000–2,40,000 barrels per day in Andhra Pradesh.
10. Saatvik Green Energy has made an investment to expand solar module and solar cell manufacturing capacity, a total investment of ₹3,150 crore ($378 million) is made by it in Odisha.
11. ACME Solar has announced its plans to invest $1.99 billion (₹17,000 crore) worth of hybrid and round-the-clock renewable energy projects.
12. Torrent Pharmaceuticals purchased JB Chemicals & Pharmaceuticals for ₹26,595 crore ($3 billion).
13. JSW Paints bought a 75% stake in Akzo Nobel India for ₹ 9,100 crore ($ 1,098 million).
14. ONGC NTPC Green has paid to acquire Ayana Renewable Power ₹18,700 crore.
15. Delhivery had bought Ecom Express for ₹1,407 crore ($170 million).

Also read: 6 New National Highway Projects Worth ₹3,214 Crore in Meghalaya – See Which Areas will Benefit?

Foreign Investments in India (2025–26) 

India became a center for large-scale foreign investments that were revolutionary in nature in the fiscal year 2025-26. In total, the amount of foreign investments announced by Amazon, Microsoft, and Google collectively exceeded $67.5 billion. Gross Foreign Direct Investments to India between April and December 2025 were recorded at $ 73.31 billion, with 22% YoY growth.

1. Amazon has announced its plans to invest. It is expected to generate ₹2,90,000 crore ($ 35 billion) in India in its businesses with a key theme of AI-enabled digitisation, exports and employment creation till 2030.
2. Bharti Airtel and Google announced a strategic partnership on launching the first AI hub in Visakhapatnam, Andhra Pradesh with an investment for a period of 3 years. Gigawatt-scale data centres, subsea cable infrastructure and high-capacity fibre networks, worth ₹1,25,000 crore ($ 15 billion).
3. Microsoft has announced a major update to its solution that could gather a lot of interest. Investments of ₹25,587 crore $3 billion into India over the next 2 years in cloud and artificial intelligence (AI) infrastructure such as new data centres and innovation initiatives in AI.
4. Google has made announcements about AI investments and partnerships, such as The pledged amounts include ₹66 crore ($ 8 million) for four AI Centres of Excellence and targeted grants like ₹16.6 crore (US$ 2 million) and For AI and health projects, ₹ 3.3 crore (US$ 0.4 million) will be distributed.
5. ArcelorMittal announced three renewable energy projects in India. It is estimated that ₹7,500 crore (US$ 0.9 billion) will be spent for installation of 1 GW capacity and decarbonisation of steel operations.
6. Eli Lilly announced the launching of a manufacturing and quality hub in Hyderabad to further intensify its manufacturing footprint in the world and to support contract manufacturing partners in India.
7. VinFast launched its first overseas manufacturing facility beyond Vietnam in Tamil Nadu with an initial manufacturing capacity of 50,000 and has potential to go up to 150,000 vehicles per year.
8. Jio Financial Services Limited (JFSL) & Allianz of Germany had created an entity for the business of reinsurance named Allianz Jio Reinsurance Limited (AJRL).
9. Tata Electronics entered into an MoU with Merck, Germany for collaboration in the development of semiconductor materials, fabrication technology and supply chain setup for the upcoming fab in Dholera, Gujarat.
10. Airbus set up a Center of Excellence at Gati Shakti Vishwavidyalaya (GSV) in Vadodara, Gujarat to enhance aerospace research and innovation in India.

Conclusion

The investment environment of India for FY2025-26 is highly balanced between domestic growth and foreign investments. Domestic firms are responsible for growth in the areas of energy, manufacturing, and infrastructure whereas foreign investments are contributing to the growth in the field of Artificial Intelligence and digitization.

Written by Ameet S