Satya Nadella highlights India’s AI talent, sees massive developer community emerging by 2030
A infrastructure development with market-wide reach.
· Business Today Mkts
Microsoft’s CEO pointed to India’s talent pool as a key strength, while technology leaders discussed AI infrastructure, semiconductors, data centres, quantum technology and deeper India-US cooperation.
The analysis
Infra spending is both an economic-cycle signal and a direct order pipeline for capital-goods names.
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