"Mukesh Ambani’s visit to South Korea signals a major shift — Samsung and Reliance are moving beyond telecom into a deep alliance across AI, 6G, semiconductors, batteries, and mega data centers."
Samsung and Reliance: A Partnership Evolving Beyond Telecom
Mukesh Ambani’s high-level visit to South Korea has sparked a huge conversation in the global tech world — and for good reason. Samsung and Reliance are no longer just vendor and client. They are now building a broad technology and infrastructure alliance that goes far beyond 4G and 5G networks.
The big focus areas of this new chapter include artificial intelligence, 6G research, semiconductor supply, energy storage systems, engineering, and — the biggest highlight — a gigawatt-scale AI data center campus planned in Jamnagar, Gujarat.
What does this new cooperation cover?
The partnership is now expanding across several Samsung affiliate companies instead of only Samsung Electronics. This makes the deal more of a “group-level partnership” rather than a single commercial agreement.
| Technology Area | Samsung Partner | Benefits to Reliance |
|---|---|---|
| Chips & Memory | Samsung Electronics | AI compute power and storage for mega data centers |
| Batteries & ESS | Samsung SDI | Green energy & power backup for hyperscale infrastructure |
| Engineering & Construction | Samsung C&T + affiliates | Support for building large-scale AI and telecom facilities |
Why is this shift happening now?
India is becoming one of the world’s fastest-growing digital infrastructure markets. Reliance alone serves over 500 million mobile subscribers through Jio, and its upcoming AI vision — AI Everywhere for Everyone — demands heavy compute and cutting-edge hardware.
The rumored Jamnagar AI campus investment runs into tens of billions of dollars. That scale demands a reliable technology partner, and Samsung fits the role perfectly.
What’s in it for Samsung?
- A large entry point into India’s fast-expanding digital and cloud ecosystem
- Long-term supply opportunities tied to 6G rollout and AI infrastructure demand
- Possibility of manufacturing network gear locally in India
What’s in it for Reliance?
- Direct access to world-class chips, networking electronics, batteries, and EPC services
- Faster scale-up of the Jamnagar AI hub using green energy and hyperscale compute
- A technology stack capable of supporting next-gen digital services across India
Looking back: A decade of cooperation building up to this moment
The relationship started with India’s largest 4G network rollout, where Samsung was Jio’s exclusive supplier for over 100,000 LTE sites. That success led to further 5G contracts in 2022. The current collaboration marks a natural evolution — a move from telco infrastructure to cutting-edge AI, semiconductors, and 6G innovation.
Ambani’s visit included stops at Samsung’s Giheung and Hwaseong semiconductor campuses, the Suwon Innovation Museum, and a private dinner with Samsung’s executive leadership — signaling how seriously both parties are planning for the future.
Could India become a global AI hub through Jamnagar?
With the scale and ambition involved, the vision is clear: Reliance wants Jamnagar to become a major AI super-center powered by renewable energy, high-performance chips, and advanced networking technologies — and Samsung may become a crucial strategic anchor in making it happen.
The era of pure telecom cooperation between Samsung and Reliance is over. What begins now is a full-stack digital, energy, and AI partnership.
FAQs
1. Does this deal mean Samsung will run Reliance’s AI data centers?
No. Samsung will act as a strategic supplier of technologies such as memory, networking gear, batteries, and EPC services. Reliance will operate the facilities.
2. Will Samsung manufacture telecom hardware in India?
It is not confirmed yet, but both companies have reportedly discussed local manufacturing as part of their long-term cooperation.
3. When will the Jamnagar AI campus become operational?
No official date is disclosed, but development is expected to align with Reliance's next growth phase in AI and cloud infrastructure.
