Big tech bets big on AI - but can India keep pace in the global race?

BBC News - WorldCenterEN 5 min read 100% complete December 11, 2025 at 03:46 AM

AI Summary

long article 5 min

Amazon and Microsoft have pledged over $50 billion in combined investments in India, focusing on boosting the country's AI infrastructure and capabilities. Microsoft's $17.5 billion investment is its largest ever in Asia, aimed at developing AI infrastructure, skills, and sovereign capabilities. These investments arrive as some analysts suggest Indian stocks could act as a hedge against a potential global AI bubble burst, given that Indian markets have lagged behind other Asian markets in AI-driven tech. While India has rapidly adopted AI and investments are increasing in areas like data centers and chip manufacturing, the country is still working to develop its own sovereign AI model comparable to those of other nations. The Indian government launched an AI mission to support the development of a homegrown AI model.

Key Entities & Roles

Key Player Opposition Context

Amazon ×370% Microsoft ×270% Satya Nadella ×280% India ×890%

Keywords

artificial intelligence 100% ai investment 90% india 90% tech giants 70% global ai race 70% ai bubble 60% stock market 50% chip manufacturing 40% data centers 40%