Digital Connexion to Deploy $11 Billion for Hyperscale AI Infrastructure

Executive Summary Digital Connexion—a strategic joint venture comprising Reliance Industries Ltd, Brookfield Asset Management, and Digital Realty Trust—has formalized a significant capital expenditure plan to establish a 1-gigawatt (GW) AI-native data center campus in India. This move positions the JV to capture the exponential demand for high-performance computing and AI infrastructure in the APAC region. Key Investment Highlights Capital Commitment: The JV has signed a Memorandum of Understanding (MoU) with the Andhra Pradesh Economic Development Board to invest $11 billion by 2030. Project Scale & Scope: The capital will fund the development of a 1-gigawatt data center campus spanning 400 acres in Visakhapatnam, Andhra Pradesh. The facility is specifically designed as "AI-native" to support next-generation workload requirements. Strategic Location: Visakhapatnam is rapidly emerging as a critical digital hub. This project complements Google’s recently announced $15 billion investment in the same region, validating the location's strategic importance for global tech infrastructure. Industry Context & Market Outlook Sector Tailwind: The investment aligns with a global race to scale AI capabilities. India is projected to be a primary beneficiary of this build-out, with total data center investments in the country expected to exceed $100 billion by 2027 (Source: CBRE). Competitive Landscape: This development places Reliance and its partners in direct competition with other global majors expanding their Indian footprint, including Amazon ($12.7 billion planned cloud investment) and Tata Consultancy Services (recently backed by TPG for AI expansion).