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Microsoft’s debut of a fourth Indian region in Hyderabad marks a major step in its $20.5 billion AI‑infrastructure push, adding a data centre that runs on air‑cooled chillers and essentially zero water. The new region bolsters capacity, resilience and AI readiness for enterprises across India and the wider Asian market.
At the same time, Alphabet’s cloud business is hitting a historic milestone, with a $514 billion backlog and 82% quarterly revenue growth that positions Google Cloud as a potential primary growth engine for the company. The surge in capital spending is expected to sustain rapid expansion through the latter half of 2026, underscoring the sector’s scaling momentum.
Both developments arrive amid a sharp rise in public cloud outages—global incidents jumped 50% week‑over‑week—highlighting the growing importance of resilient, next‑generation infrastructure.
What to watch next:
- How Microsoft’s water‑lite Hyderabad facility influences sustainability standards for future data centres.
- Whether Google Cloud’s accelerating capex translates into measurable market share gains against AWS and Azure.
- The industry response to mounting cloud‑outage frequencies and the emergence of new reliability architectures. [[1, 2, 3]]