View: Meta's cloud play will spice up Ambani-Adani rivalry

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Meta Platforms is leasing its excess AI compute capacity to enterprise clients. This move will reshape the rivalry between Indian tycoons Mukesh Ambani and Gautam Adani. Ambani's Reliance and Meta are partnering on a large data center project. This alliance addresses data sovereignty concerns for Indian businesses. It allows local firms to use AI without data crossing national borders.