
Analyst / Co-host (Guest Contributor)
Provides the technical and strategic analysis on Microsoft's $17.5 billion India AI investment, explaining infrastructure, skilling, and governance implications as the episode's primary analyst voice.
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Dec 12, 2025 • 13min
The LM Brief: India as the Next Epicenter of AI?
This episode features an analyst who provides key insights on Microsoft's ambitious $17.5 billion investment to position India as a global AI hub. They discuss the creation of an 'AI city' focusing on infrastructure, skilling 20 million workers, and governance. Topics include the hardware and data centers needed for next-gen compute, the potential for India as the largest developer community by 2030, and the implications of digital sovereignty. The conversation also touches on how Microsoft's training initiatives may solidify Azure’s market presence.


