24小时豪掷500亿美元：科技巨头为何集体重金押注印度？

Group 1 - Major tech companies are investing heavily in India, attracted by its data center resources, talent pool, and digital user base, with Microsoft and Amazon committing over $50 billion in less than 24 hours [1] - Microsoft announced a $17.5 billion investment over four years to expand its infrastructure and integrate AI into national platforms, while Amazon plans to invest an additional $35 billion on top of its previous $40 billion investment [2] - India is ranked among the top four countries globally for AI vitality, alongside the US, China, and the UK, with GitHub reporting that Indian developers account for 24% of global project contributions [1][2] Group 2 - India has significant advantages in data center development, including lower electricity costs and growing renewable energy capacity, making it an attractive market for global cloud service providers [3] - The local demand for data centers is driven by the rise of e-commerce and potential new regulations for social media data storage, positioning India as a key market for AI spending in the Asia-Pacific region [3] - Global companies are expanding their data center capacities beyond traditional hubs like Mumbai and Chennai to cities closer to service bases, such as Bangalore, Hyderabad, and Pune [4]