美國科技巨擘投資數十億美元，數據中心建設熱潮席捲印度（1/2）

Recently the New York Times reported the flowing:

Data Center Surge Reaches India as American Tech Giants Invest Billions (1/2)

Megacities in southern India are attracting enormous investments to help build artificial intelligence infrastructure to serve the world’s most data-hungry country.

By Alex Travelli and Pragati K.B. - Reporting from New Delhi

Dec. 26, 2025

Satya Nadella, Microsoft’s chief executive, was striding across a stage in New Delhi, extolling his company’s $17.5 billion investment in artificial intelligence and the benefits it would bring to his native country’s 1.4 billion people. While he was speaking, Amazon made a rival announcement, promising to throw $35 billion into A.I.-driven projects across India.

A flood of money for data centers, cloud computing and other hardware has come to India. Two months before the near-simultaneous Microsoft-Amazon announcements, Google committed $15 billion to data centers in partnerships with two of India’s biggest conglomerates, the Adani Group and Bharti Airtel.

That $67.5 billion, to be spent over the next five years, is just the crest of a wave. A fourth American tech giant, Meta, is having a plant built near Google’s, as are India’s other biggest industrial houses, Reliance and Tata.

“This is going to be one of the largest single-sector investments that India’s ever seen,” said Somnath Mukherjee, chief investment officer at ASK Wealth Advisors in Mumbai.

These investments are vast in proportion to everything except for other A.I.-related investments. Trillions of dollars are at stake in this boom worldwide. In India, companies see a market with lots of room to run.

India hosts nearly 20 percent of the world’s data but only 3 percent of its storage. The United States has vastly more data centers than India, but India’s population, already the largest on the planet, is still growing, and its economy is expanding even faster.

“India is the largest consumer of data in the world, but with barely 5 percent of American data capacity,” Mr. Mukherjee said.

The enormous bets on India by Microsoft, Amazon, Google and Meta underscore the seemingly limitless reaches of the A.I. boom. President Trump stunned India with 50 percent tariffs this summer, casting a pall over the friendly and longstanding economic relationship between the countries. Negotiators from Washington and New Delhi are still trying to find some accommodation on trade. Yet artificial intelligence money plows ahead.

(to be continued)

Translation

美國科技巨擘投資數十億美元，資料中心建設熱潮席捲印度（1/2）

印度南部的大城市正吸引巨額投資，用於建立人工智能基礎設施，以滿足這個全球數據需求量最大的國家的需要。

微軟執行長Satya Nadella在新德里的一個台上侃侃而談，盛讚其公司在人工智能領域175億美元的投資，以及這項投資將為印度14億人口帶來的福祉。同時間，亞馬遜作出帶競爭性的宣佈, 將在印度投資350億美元用於人工智能計劃。

大量資金湧入印度，用於建造數據中心、雲端運算和其他硬體設施。在微軟和亞馬遜幾乎同時宣布合作消息的兩個月前，Google承諾與印度兩大企業集團 - 阿達尼集團(Adani Grou) 和巴蒂電信 (Bharti Airtel ) - 合作，投資150億美元建造數據中心。

未來五年內，共有675億美元投資，但這只是冰山一角。第四家美國科技巨頭Meta正在谷歌附近建造數據中心，印度其他兩大工業集團 - 信實集團 (Reliance)和塔塔 (Tata)集團 - 也正在進行類似的投資。

孟買ASK財富顧問公司首席投資長Somnath Mukherjee表示:「這將是印度有史以來規模最大的單一產業投資之一」。

對比其他人工智能相關投資規模除外，這些投資是規模龐大的。全球範圍內，數兆美元的資金正湧入這一領域。在印度，企業看到了巨大的發展空間。

印度擁有全球近20%的數據，但其儲存容量僅佔全球的3%。美國的數據中心數量遠超印度，但印度的人口已是全球最多，且仍在持續增加，經濟成長速度甚至更快。

Mukherjee說: 「印度是全球最大的數據消費國，但其數據容量卻只有美國的5%左右」。

微軟、亞馬遜、谷歌和Meta等巨頭對印度的巨額投資，凸顯了人工智能熱潮看似無限的潛力。今年夏天，特朗普總統出人意料地對印度加徵了50%的關稅，為兩國間友好而長久的經濟關係蒙上了陰影。華盛頓和新德里的談判代表仍在努力尋求貿易上的妥協方案。然而，人工智能領域的資金已領先地湧入。

（待續）