Microsoft Unveils $23B Global AI Investment Plan With A $17.5B India Buildout Starting In 2026

Benzinga

Microsoft announced $23B in new AI spending, including $17.5B to massively expand cloud and data-center capacity in India starting in 2026. Nadella framed the plan as a push toward an AI-first economy as global cloud giants pour hundreds of billions into AI infrastructure.

Transcript

00:00It's Benzinga, bringing Wall Street to Main Street.

00:03Microsoft unveiled $23 billion in new AI investments on Tuesday,

00:07directing $17.5 billion to India, starting in 2026,

00:12to build its largest cloud computing presence in Asia, according to Reuters.

00:16CEO Satya Nadella said the four-year plan will expand data center capacity

00:20and support India's push toward an AI-first economy.

00:24Nadella's three-day visit for Microsoft's AI conferences in India

00:28comes as the company announces major new AI investments

00:31during a period of tariff-related tensions

00:33and a stalled trade deal between India and the United States.

00:37U.S. cloud providers plan to spend more than $400 billion on AI data centers this year,

00:42but the heavy outlays and limited productivity gains

00:45have fueled concerns about an emerging AI bubble.

00:47For all things money, visit Benzinga.com.

Category

Transcript

Be the first to comment

Recommended