Investing in India: Microsoft discusses one of the 'fundamental challenges'

Let’s first reflect on what we have as investments in IN II is based to the second largest developer community for Microsoft. We have over 20,000 people in India outside the US. India is also based to the biggest developer population on GitHub by 2027. Today the US is #1. The E Shiksha is a fantastic example of how we are creating inclusive growth and progress. One of the fundamental challenges that we’ve seen in India is there’s great number of graduates, I mean 1.5 million engineering graduates, but how many of them have the skills and the proficiencies of today? So we’re actually creating programs and skills for them to participate in. We we have the largest data centre footprint in India Today and we’re enabling enterprises in. I’m not sure if if you being in India for a couple of weeks you have the chance to fly Indigo, Indigo Airlines, you know 45% plus market share. Their entire consumer engagement is on a Microsoft Azure AI platform. Equally there is a start up and I met this lady who is employed by the start up called Karya in Nasik and they’re creating content for Marathi as a language. This lady is getting paid five times the average minimum wage, so two points I’d like to offer here. One is even the smaller languages that do not have enough tokens and content, content is getting created. But the second is we’re going to a village outside Nasik and bringing in women folk who can now earn five times the minimum wage. I mean I want to get back you mentioned the word data center several times, right. I want to get back to the big spend out here in Southeast Asia, Malaysia 2.2 billion, Indonesia 1.7. Obviously some of us going to towards creating more capacity for workers, for training, for upskilling etcetera. I would hazard a guess that a lot of it is also going into actual hardware. You mentioned infrastructure, right? And you’ve had a project going on Microsoft that is called project, is it Natick or Natick for several years now, right? Which places or sites, data centers under the sea, It sounds weird, but it kind of makes sense, right? Real estate under the sea, hey, cheap or nobody wants it, right? It’s cooler down there as well. And if you cited near to, let’s say the shore where urbanization usually tends to happen, that’s a pretty smart move. How much of this CapEx is going towards things like data centers including underwater. So our our spends continue to expand, Martin and while we did not pick up Thailand, we also announced the data center in Thailand as well. And over the last six months, we’ve announced about $10 billion across Asia. So we will see a continued momentum in the stack that that Satya refers to in data centres. Data centres have two broad categories of usage. One will be about how we can allow for the training of the LLMS and the 2nd is how we allow inferencing on that data centre, which is how do you use the LLM to actually create a product. Some of the examples I shared with you. The expansion of this investment is very critical to our infrastructure. Satya spoke about this in Malaysia and he described it as multilayers. One is the layer of the technology in the hardware, the other is the layer of the software. The third is the layer of the skill and the 4th is the layer of its application.