{"id":990909,"date":"2026-02-10T08:10:50","date_gmt":"2026-02-10T02:40:50","guid":{"rendered":"https:\/\/telecomlive.in\/web\/?p=990909"},"modified":"2026-02-10T08:19:45","modified_gmt":"2026-02-10T02:49:45","slug":"ai-most-underappreciated-vertical-in-reliance-industries-morgan-stanley","status":"publish","type":"post","link":"https:\/\/telecomlive.in\/web\/2026\/02\/10\/ai-most-underappreciated-vertical-in-reliance-industries-morgan-stanley\/","title":{"rendered":"\u2018AI\u2019 most underappreciated vertical in Reliance Industries: Morgan Stanley"},"content":{"rendered":"<p>Arguing that powering artificial intelligence (AI) remains the most underappreciated vertical at Reliance Industries (RIL), Morgan Stanley believes it is rapidly emerging as the next major value driver for Mukesh Ambani\u2019s conglomerate, with the potential to reshape the stock\u2019s equity story over the next decade. <\/p>\n<p>In a fresh note, Morgan Stanley analysts, including Mayank Maheshwari, say recent comments from RIL\u2019s chairman and policymakers \u201cpoint to a runway of NAV creation as large as 15% of RIL\u2019s NAV\u201d from the AI infrastructure opportunity alone.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Arguing that powering artificial intelligence (AI) remains the most underappreciated vertical at Reliance Industries (RIL), Morgan Stanley believes it is rapidly emerging as the next major value driver for Mukesh Ambani\u2019s conglomerate, with the potential to reshape the stock\u2019s equity story over the next decade. In a fresh note, Morgan Stanley analysts, including Mayank Maheshwari, say recent comments from RIL\u2019s chairman and policymakers \u201cpoint to a runway of NAV creation as large as 15% of RIL\u2019s NAV\u201d from the AI infrastructure opportunity alone.<\/p>\n","protected":false},"author":8,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[59,4,10],"tags":[],"class_list":["post-990909","post","type-post","status-publish","format-standard","hentry","category-it-2-the-economic-times","category-newspapers","category-the-economic-times"],"acf":[],"_links":{"self":[{"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/posts\/990909","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/users\/8"}],"replies":[{"embeddable":true,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/comments?post=990909"}],"version-history":[{"count":0,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/posts\/990909\/revisions"}],"wp:attachment":[{"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/media?parent=990909"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/categories?post=990909"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/tags?post=990909"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}