Last mentioned: 17h ago
Massive AI Bets
Global firms announce multi-billion dollar expansions in Indian AI infrastructure and R&D centers.
Skilling Launch
Microsoft kicks off its 'ADVANTA(I)GE INDIA' initiative to train 2 million workers.
Initial Partnerships
Nvidia announces major GPU supply agreements with Reliance and Tata Group.
Microsoft and Nvidia have unveiled a series of massive infrastructure and development investments in India, positioning the nation as a central hub for global AI operations. These strategic bets signal a shift in the global tech landscape as firms seek to leverage India's talent pool and growing digital infrastructure.
As the artificial intelligence sector transitions from speculative hype to infrastructure-led growth, long-term investors are focusing on 'foundational' equities. Analysts identify three key players—Nvidia, Microsoft, and Alphabet—as the primary beneficiaries of the multi-trillion dollar AI shift over the next decade.