Artificial Intelligence

Why Big Tech’s $70 billion AI push in India runs through conglomerates

Pratap Vikram Singh

December 12, 2025 | 6 Min Read

From generating power to navigating a complex regulatory landscape, India’s conglomerates offer what Big Tech hyperscalers need for next-generation AI infrastructure. The incumbents in this space are losing out.

Google, Amazon, and Microsoft are making their largest investments outside the US, and the developed economies of Europe and Asia aren’t where the money is headed. Big Tech has chosen India to set up power-intensive mega campuses that will host AI and cloud services to meet the domestic and regional demand. In total, the recent commitments from the three amount to over $70 billion in investments in the years ahead.

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