Global technology giants are accelerating their India play, announcing a combined ₹6.12 lakh crore in investment commitments over the past few weeks—most of it directed towards artificial intelligence (AI) infrastructure and capability building.
On December 9, 2025, Microsoft CEO Satya Nadella unveiled a $17.5 billion investment over the next four years, marking the company’s largest-ever deployment in Asia. Amazon, Google and Intel have also outlined major initiatives aimed at strengthening India’s digital, cloud and semiconductor ecosystem.
Microsoft’s $17.5 Billion Pledge
Microsoft’s latest commitment expands on its earlier $3 billion investment announced in January 2025.
Key elements include:
- A $17.5 billion, 4-year strategic investment to support India’s AI-led transformation
- Leasing of 2.65 lakh sq ft office space in Hyderabad for expansion
- Doubling its AI skilling target to 20 million Indians by 2030
The company aims to build a strong talent pipeline and accelerate adoption of AI across industries.
Amazon’s ₹35 Billion Plan and Google’s Data Centre Expansion
Amazon confirmed it will invest over $35 billion (₹35 billion) in India by 2030, taking its total cumulative investment to $75 billion by decade-end. A significant portion will fund AI and cloud infrastructure, strengthening Amazon’s technology backbone in the country.
Google announced a $15 billion plan to set up a 1 GW data centre cluster in Vizag, boosting India’s data processing and storage capabilities. This forms part of a broader push to support AI applications, cloud services and domestic digital infrastructure.
Intel’s Boost to India’s Semiconductor Mission
Intel CEO Lip-Bu Tan, during discussions with PM Modi, reiterated the company’s support for India’s semiconductor strategy.
The government’s ₹76,000 crore incentive plan aims to scale domestic chip manufacturing and design—critical for powering AI systems, defence technologies and consumer electronics.
Intel’s participation is expected to catalyse local fabrication, reduce reliance on imports and accelerate the creation of a homegrown chip ecosystem.
Strategic Impact
Together, the commitments from Microsoft, Amazon, Google and Intel mark one of the most significant global investment waves in India’s tech sector. Key outcomes include:
- Strengthening cloud and AI infrastructure
- Building a skilled digital workforce
- Expanding data centre capacity
- Accelerating India’s semiconductor ambitions
- Enhancing employment and innovation across sectors
These initiatives collectively position India as a global hub for next-generation AI and semiconductor development.
Summary
Global tech majors have pledged around ₹6.12 lakh crore in new investments in India, focused primarily on AI and digital infrastructure. Microsoft announced a record $17.5 billion investment, Amazon plans to deploy over $35 billion by 2030, and Google will invest $15 billion in a 1 GW data centre cluster in Vizag. Intel has also committed support for India’s ₹76,000 crore semiconductor mission. These investments will strengthen AI capabilities, cloud infrastructure, data centres and chip manufacturing, positioning India as a major global technology hub.
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