Originally published on AI Tech Connect.
What changed today Microsoft has announced what the company itself describes as its largest-ever Asia investment: $17.5 billion to expand AI and cloud infrastructure across India between 2026 and 2029. The headline scope covers new hyperscale data centres and AI integrations into government labour platforms. By any measure — dollars, duration, or strategic placement — this is the single largest hyperscaler commitment ever made in India. That is the verified perimeter. Microsoft has not yet published a city-by-city breakdown of new sites, a GPU-class manifest, or a specific timeline for which workloads land in which Indian region. So we will keep the specifics conservative and the implications grounded. $17.5B over four years across hyperscale AI cloud capacity in India, per Microsoft's…
