微软祭出在亚洲最大投资，175亿美元豪赌印度AI

Group 1 - Microsoft CEO Satya Nadella announced a commitment to invest $17.5 billion in India to build AI infrastructure, skills training, and self-sufficiency [1][3] - This investment is the largest ever by Microsoft in Asia and will be implemented gradually from 2026 to 2029, focusing on AI infrastructure centered around large-scale data centers [1][3] - The investment aims to provide AI skills to 20 million Indians by 2030 and create job opportunities while supporting the development of digital governance platforms in India [3][4] Group 2 - Microsoft has been active in India for over 30 years, employing more than 22,000 people, and is leveraging India's policy advantages, labor cost benefits, and IT infrastructure [4][5] - The recent investment comes amid a strategic reevaluation by Microsoft, with Nadella hiring Rolf Harms as an AI economics advisor to rethink the company's business model in the AI era [5][6] - Microsoft’s Copilot AI platform has a high usage rate of 76%, indicating its strategic significance in the AI software service market [6] Group 3 - Other tech giants like Google and Nvidia are also interested in the Indian AI market, with Google planning to invest $15 billion in India over the next five years [7][9] - The Indian government is actively seeking foreign investment in AI and digital infrastructure, viewing AI as a critical area for future development [10] - Predictions indicate that India's data center market could triple in size within five years, with the AI market expected to reach $17 billion by 2027 [10]