Stock Market News

US Tech Giants Double Down on India

Despite US President Donald Trump’s sharp rhetoric and rising tariff tensions, Big Tech continues to bet big on India. In 2025, Apple, Google, Microsoft, Meta, and OpenAI announced large-scale expansions in the country, securing prime office spaces in Bengaluru, Hyderabad, and New Delhi.

From Google’s new Ananta campus to Apple’s ₹1,010 crore Bengaluru lease and Microsoft’s massive Hyderabad office, the scale of investment underscores India’s growing role in global technology strategy. OpenAI is also set to open its first India office in New Delhi later this year.

India’s Talent Advantage

Industry experts say the move is driven by India’s unmatched talent pool. With 7.5 million software engineers, compared to six million in the US, India provides the innovation and scale Big Tech needs.

“They want innovation, they want to do things faster, and they come to India,” said TV Mohandas Pai, former Infosys board member.

Global Capability Centres (GCCs) have also matured, now handling core R&D and intellectual property, making India a hub for next-gen AI, data engineering, and enterprise solutions.

Also Read: India’s $8.5 Billion Exports Face Risk Amid Heavy US Dependence

Market Insights & Key Dynamics

  • US firms leased 65 million sq. ft. in India (2022–24), driving up office demand.

  • Bengaluru and Hyderabad remain twin pillars of Big Tech expansion.

  • Commercial rents surged — Hyderabad up 24%, Bengaluru 16% since 2022.

  • GCC exports touched $65 billion in FY24, employing 19 million people.

Outlook

While trade uncertainty remains, Big Tech’s India push highlights a long-term strategic commitment. By embedding R&D and nurturing engineers, these companies are turning India into a critical hub for global innovation.

Jitesh Kanwariya

I am Jitesh Kanwariya is a professional stock market analyst and F&O trader with expertise in derivatives and market research. A Python developer by profession, he leverages data-driven insights to analyse market trends and simplify trading for investors.

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Jitesh Kanwariya

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