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Google, Microsoft and Amazon deepen AI infrastructure bets in India
Hyperscalers are stepping up AI infrastructure investments in India, driving local enterprise AI and supply-chain activity.
Global cloud and tech firms are accelerating AI infrastructure investment in India. Google earlier pledged about US$15 billion for an AI data-centre build-out, while other hyperscalers are expanding capacity and partnerships with local telcos. The activity aims to capture fast-growing enterprise AI demand and comply with regional data-sovereignty preferences. Analysts expect more localised AI services, co-investment with Indian partners and a pickup in enterprise AI pilots that could spur software and hardware ecosystems across the country.