Jyunmi

So Microsoft is planning a new wave of artificial intelligence spending worth about $23 billion with $17.5 billion earmarked for India and the rest committed to Canada.

A four-year plan starting in 2026 is meant to expand Microsoft's cloud data centers, build specialized AI infrastructure, and support a sovereign AI strategy, meaning each country keeps more control over how its data and models are handled.

In India, Microsoft plans a major new hyperscale data center in Hyderabad and expansions in Chennai, Hyderabad and Coombe, along with a pledge to train 20 million people in AI skills by 2030.

In Canada, the company will invest more than $7.5 billion Canadian dollars over two years as part of a large $19 billion package that boosts local cloud capacity and deepens the partnership with AI startup Cohere.

The move comes as Amazon and Google also commit tens of billions of dollars to AI infrastructure in India, turning the country into a key battleground for cloud and AI platforms.

Analysts note that this investment rush is happening along growing worries about a possible AI infrastructure bubble and whether real productivity gains will match the capital outline.

So why does this matter?

This is a story about where AI power will physically live, who controls the sovereign AI stacks, and which countries get the long-term job skills and bargaining power in the cloud era.

So I found this little bit of news interesting because the news that we tend to get is all the push that's either happening in the US AI infrastructure with programs like Stargate and things like that,

or all of the open source models like DeepSeek coming out of China.

But it's interesting to see how these companies are also investing in infrastructure globally and seeing that their plans are not just a single country or region-based plan.

And then we'll also see how those countries or regions will have how this improves or solidifies their own AI stakes.

And so I love all this news about sovereign AI.

really just comes out of what was talked about, you know, we'll say months ago, where the idea that every country will need their own sovereign AI system or their system models and things like that to help their country or on a national level

uh, compete or, you know, move forward on their, uh, productivity, their plan, their planning, and just running, um, running all of their, uh, facilities and, and, um, departments.

So it does look like everything is full steam ahead and having, uh,

Having those investments in India does seem to align with a lot of the push in the software development side of things over the last couple of decades.

India's always been a country that's produced lots of technology and technological savvy and skilled people.

And then having our neighbor in Canada have their investment because GoHere is one of the larger scalar AI companies out there.

And so seeing that partnership build up pushes forward those agendas and things like that as well.