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Microsoft Pledges $17.5 Billion to Build AI Infrastructure in India Over Four Years

Satya Nadella casts the plan as a push to build local skills, bolster sovereign capabilities, secure government backing.

Overview

  • Microsoft said spending will begin in 2026 under a four-year program focused on AI infrastructure.
  • The company said the buildout would give it the largest cloud-computing presence in India.
  • Nadella described the initiative as Microsoft’s biggest investment in Asia.
  • Nadella met Prime Minister Narendra Modi, who welcomed the commitment and emphasized opportunities for India’s youth to innovate with AI.
  • The announcement comes as global rivals expand in India, including Google’s $15 billion pledge over five years and new offices planned by Anthropic and OpenAI.