“Thank you, PM @narendramodi ji, for an inspiring conversation on India’s AI opportunity. To support the country’s ambitions, Microsoft is committing US$17.5B—our largest investment ever in Asia—to help build the infrastructure, skills, and sovereign capabilities needed for India’s AI first future. @PMOIndia,” said Nadella in a post on X.
Microsoft, in a statement, said the company plans to invest USD 17.5 billion in India over the next four years (2026-2029) to drive AI diffusion at a population scale.” It comes on top of Microsoft’s earlier commitment of USD 3 billion announced in January 2025,” the statement said.
The mega investment comes as billionaire Mukesh Ambani is making $15 billion bet on artificial intelligence that will mint the conglomerate’s next fortune. And Dalal Street believes the market could value this AI venture at $30 billion, double the capital deployed, transforming what was once an oil-and-gas-to-telecom giant into a deep-tech powerhouse rivaling global hyperscalers. Reliance has incorporated Reliance Enterprise Intelligence Limited (REIL), a joint venture giving Meta a 30% stake alongside Reliance Intelligence’s 70% holding. The partners have jointly committed an initial ₹855 crore to develop, market and distribute enterprise AI services.
