By Simply Wall St
Publication Date: 2025-12-13 16:11:00
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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.
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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.
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We’ll now explore how this record India AI and cloud build-out could influence Microsoft’s existing investment narrative around durable growth.
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To own Microsoft, you need to believe its heavy AI and cloud spending will translate into durable, high-margin subscription and infrastructure revenue. The US$17.50 billion India build-out reinforces the near term AI capacity and Azure…
