智通财经12月11日讯（编辑 马兰）在微软周二宣布投资175亿美元后，亚马逊周三迅速跟进，承诺2030 年前在印度投资350亿美元。本周一，英特尔也宣布将在印度生产芯片。 这些密集的消息让印度成为全球科技业的瞩目焦点。科技巨头正大规模投资印度，以利用其丰富的数据 中心建设资源、庞大的人才和数字用户群体以及巨大的市场潜力 尽管印度在开发本土人工智能基础模型方面落后于美国和中国，并且缺乏大型的本土数据中心，但其在 信息技术领域的专业知识，有助于在企业层面创建和部署人工智能应用，这也为大型科技公司提供了巨 大的机会。 与新加坡、日本等较成熟的市场相比，印度拥有充足的土地资源来部署大型数据中心，而与欧洲相比， 印度的电力成本又相对较低。再加上印度日益增长的可再生能源产能，这将为数据中心提供充足的能 源。 国际数据公司 (IDC) 大数据与人工智能研究副总裁兼主管Deepika Giri表示，印度是一个关键市场，也 是亚太地区人工智能支出增长最快的市场之一。 其中，宣布在四年内投资175亿美元以建设大规模基础设施的微软很可能成为领先玩家。 Counterpoint Research研究总监Tarun Pathak指出， ...

Group 1 - The core viewpoint emphasizes that an excellent investment window for AI applications is emerging, supported by the positive trends in Q3 financial reports, which show revenue growth of 5.04%, net profit growth of 27.31%, and non-recurring profit growth of 25.96% [1][2] - The report suggests that the current low holding levels in the sector and the upcoming performance vacuum period in November create favorable conditions for increasing positions in the computer sector, particularly in AI applications [1][2] - It is recommended to focus on high-potential leading companies with accumulated data and customer resources, as well as model capabilities that create barriers to entry, during this internal rotation opportunity [1][2] Group 2 - The performance of global cloud giants has accelerated, with Microsoft Azure, Google Cloud, and AWS reporting year-on-year revenue growth rates of 40%, 34%, and 20% respectively, driven by AI demand [2] - The increase in cloud business growth rates is attributed to the boost from AI, and cloud giants are increasing capital expenditures, indicating confidence in future development [2]