How Microsoft’s Record India AI and Cloud Build-out (MSFT) Has Changed Its Investment Story

Earlier this week, Microsoft said it will invest US$17.50 billion in India from 2026 to 2029 to expand AI and cloud infrastructure, including new data centers, sovereign cloud options, and large-scale skilling programs tied to national digital platforms. The move underlines how central India’s huge developer base and digital public infrastructure have become to Microsoft’s AI ambitions and competition with global cloud rivals. We’ll now explore how this record India AI and cloud build-out...