Скачать или смотреть Microsoft’s $17.5B India Bet: Nadella–Modi Deal to Build AI Superpower

In this video on Bharat Macro, we break down the massive US$17.5 billion investment announced by Microsoft in India, the company’s largest commitment to any Asian country ever. This mega-investment, revealed after a high-level meeting between Satya Nadella and Prime Minister Narendra Modi, marks a turning point in India’s AI and cloud trajectory.

The initiative is built on three pillars: Scale, Skills, and Sovereignty, and aims to accelerate India’s rise as a global AI powerhouse.

What Microsoft’s $17.5B investment includes:

1. A New Hyperscale Data Centre in Hyderabad
• One of the biggest cloud and AI infrastructures in Asia
• Expected to go live by mid-2026
• Strengthens India’s strategic digital capacity and sovereign data infrastructure

2. Expansion of Existing Data Centres Across India
• Boosts Azure’s footprint
• Enables large-scale AI computing capacity
• Supports digital governance, fintech, healthtech, logistics, and enterprise AI adoption

3. Skilling 20 Million Indians in AI by 2030
• Massive national AI upskilling mission
• Training across students, professionals, developers, and public-sector workers
• Aims to create the world’s largest AI-ready workforce

AI for Public Platforms

Microsoft is integrating Azure OpenAI into Indian government systems, including:
• e-Shram
• National Career Service (NCS)

This will impact over 310 million informal workers, improving access to jobs, career pathways, and social security through generative AI tools.

Why this matters for India:

• Strengthens India’s position in the global AI economy
• Builds sovereign compute power and reduces cloud dependence
• Creates one of the world’s largest digital public infrastructure stacks for AI
• Attracts high-tech investments and deepens India–US tech collaboration
• Generates long-term jobs, innovation capacity, and AI startups

If you follow India’s digital transformation, AI growth, or geopolitics of technology, this is a must-watch breakdown.

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