Meta and Reliance have expanded their partnership to build an AI data center in India, according to a Digitimes report....

Meta and Reliance have expanded their partnership to build an AI data center in India, according to a Digitimes report. The move signals Meta's continued investment in AI infrastructure beyond its core US footprint, particularly in a high-growth market. This aligns with Meta's broader strategy to scale compute capacity for AI workloads, driving demand for GPUs, networking, and memory components. The new data center will likely require NVIDIA GPUs, Broadcom networking, and TSMC-manufactured chips, benefiting these suppliers. While specific financial terms are undisclosed, this announcement suggests incremental capex for Meta and regional compute buildout in India. Confidence is medium due to reliance on a single source, but the partnership with a major Indian conglomerate lends credibility.