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Google And Microsoft Lead US Companies Investing In India Despite Trump’s Tariff Dispute With Washington

Despite tariff tensions between India and the United States, American companies remain committed to India. Google is investing $10 billion in Visakhapatnam, while Microsoft plans a new AI center.

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Edited By: Vinay
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Credit:Top Indian News ( Credit:Top Indian News)

National News: It's been more than three months since the tariff dispute between India and the United States began. Discussions are ongoing between the two governments to resolve the dispute, but no final decision has been reached. Significantly, American companies are unaffected by this uncertainty, and they are busy pursuing investment plans in India. From major IT companies like Google, Microsoft, Amazon, Apple, to intelligence hardware companies like Ordinary Theory, or American financial funds investing in the Indian stock market, future plans have not been affected.

Media  spoke to some American companies and leading industry organizations like FICCI and CII, and all of them said that so far there has been no indication from the American corporate sector that the tariff dispute will affect their future activities in India.

Google decided to invest $10 billion

It's a testament to American companies' strong confidence in the Indian economy that Google has decided to invest a massive $10 billion to build a data center hub in Visakhapatnam. In 2024, the company had previously announced a $6 billion investment, but now its plan is ready and a deal is set to be signed in New Delhi this month. The company has now raised the total investment limit to $10 billion (Rs 88,730 crore).

Microsoft is also in line

Similarly, during his visit to India in January 2025, Microsoft CEO Satya Nadella announced an investment of $3 billion over two years. Sources say that Microsoft's Indian team finalized this investment plan in July, at the height of the tariff dispute. This investment will enable Microsoft to establish an Artificial Intelligence Center in India. This will be the company's first investment in India for this purpose. The Indian government is also very excited about Microsoft's plan, as it will help make India a global AI leader.

US firms form Indian joint ventures

The flow of new investment from the US into India continues. Recently, the American company Ordinary Theory established a joint venture with the Indian company Optiemus Infracom, which is being seen as a sign of foreign companies' growing confidence in India's electronics manufacturing sector. This joint venture will provide solutions to various problems faced by companies in the telecommunications sector, including smart hardware manufacturing. Optiemus Chairman Ashok Kumar Gupta says, "The era of Made in India hardware manufacturing is now beginning. Our aim is to realize the dream of a self-reliant India along with Make in India."

US companies push investment growth

The export figure of iPhones manufactured in India has crossed $10 billion. In the first ten months, the export of Apple-made iPhones has increased by 75 percent. In such a situation, the company aims to increase India's share in its global production to 25 percent by the year 2027. According to sources, despite the Trump tariffs, Apple's plans for India remain unchanged. There is also information about other big American companies like Boeing and Amazon that they will accelerate their investments further. Despite the Trump tariffs, the way S&P and Japanese rating company R&I have improved India's credit rating has also strengthened the confidence of American companies.

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