India is set to become a major destination for AI infrastructure investment, with global tech companies like Google LLC committing around US$15 billion in a planned hub in southern India, alongside other firms such as Microsoft Corporation (US$3 billion) and Amazon.com, Inc. (US$12.7 billion by 2030). The development is described as an “AI-goldrouge” by local analysts and is expected to reshape India’s tech positioning, stimulate hardware and software investment, generate jobs and support its broader digital-economy ambitions. The acceleration reflects global decoupling dynamics and shifting supply-chain priorities.