Mumbai leads India’s data centre market with a 53% share, equivalent to around 1,530 MW, thanks to its proximity to global internet hubs and submarine cable routes. Chennai, Delhi-NCR, and Bengaluru follow with 20%, 10%, and 7% shares respectively, accounting for nearly 90% of total capacity.

Anshuman Magazine, Chairman & CEO of CBRE for India, Southeast Asia, the Middle East, and Africa, said the growth reflects India’s digital transformation. He noted that rising cloud adoption, Internet of Things (IoT), and AI integration are boosting infrastructure demand across the country.

Supported by government policies and cost advantages, India has emerged as a global data hub. The report highlighted $94 billion in data centre investment commitments since 2019, with Telangana, Maharashtra, and Tamil Nadu leading. During January–September 2025 alone, the sector attracted $30 billion in new investments.

The post India’s Data Centre Boom Hits New Milestone appeared first on India Podcast.

Pichai revealed that the Gemini app has reached 650 million monthly active users, while AI Mode now serves 75 million daily users. He added that the company delivered 100 product updates in Q3, which boosted query growth across Google Search. Cloud revenue saw major acceleration, with AI-related demand driving a 46% quarterly growth in backlog to $155 billion.

Philipp Schindler, Google’s Chief Business Officer, said Google Services revenue reached $87 billion for the quarter, marking a 14% annual increase. Search and YouTube revenues grew 15%, led by strong performance in retail and financial services advertising.

Pichai highlighted that Google is scaling advanced chips, including NVIDIA GPUs and its own TPUs, across data centers. He added that AI Overviews and AI Mode are helping expand commercial queries, creating new opportunities for monetisation. Alphabet’s focus remains on AI-driven innovation to enhance user engagement and business growth.

The post Google Hits $100 Billion Quarter, Driven by AI Growth appeared first on India Podcast.

The Department of Homeland Security proposed scrapping the lottery system and using a weighted selection favoring higher-skilled applicants. A $100,000 fee per new application was also introduced, sparking concerns of legal challenges. Pierce said the fee is “absurdly high” and likely to be contested in court.

Critics argue the changes could hurt US universities and businesses. International students contribute significant revenue for tuition and scholarships, which benefits American students. The deportation of foreign workers in some industries highlighted conflicts between immigration policies and economic goals.

The White House defended the measures as a way to prioritize American workers and prevent system abuses. Pierce acknowledged existing H-1B issues but emphasized reforms could be done carefully without dismantling the program. Corporations are reportedly hesitant to speak out due to fear of the administration.

The post Experts Criticize Trump H-1B Visa Restrictions appeared first on India Podcast.

JPMorgan issued a similar advisory to its staff. It asked H-1B employees abroad to re-enter the US before the September 21 deadline.Commerce Secretary Howard Lutnick defended the new rules. He said earlier visa policies allowed low-wage workers who relied on government aid. He argued that the new policy would remove the “bottom quartile” while adding over $100 billion to the US Treasury.

President Trump stated that the revenue would cut national debt and reduce taxes. However, the fee has created concern in India, as about 71% of H-1B visa holders are Indian.Indian IT companies like Infosys, Wipro, Cognizant, and TCS rely heavily on H-1B visas. Industry leaders fear higher costs and reduced talent mobility in the tech sector.

The post Microsoft Warns H-1B Holders to Return appeared first on India Podcast.