In her conversation with CNBC-TV18’s Ashmit Kumar, Lobana indicated that this latest commitment marks Google’s largest investment in India to date and builds upon over two decades of consistent investments in skilling, digital infrastructure, and the startup ecosystem.
“We have been supporting India for more than 20 years. Our investments have remained constant throughout the years,” she remarked, referencing Google’s previous $10 billion India Development Fund as part of that long-term strategy.
Lobana indicated that the timing of the new $15 billion AI-focused investment was intentional, as India is now ready to harness artificial intelligence extensively across businesses, public services, and everyday consumer interactions.
“We are at a turning point as a nation,” she stated, highlighting the significant potential of AI in meeting enterprise requirements and addressing broader systemic challenges.
A major portion of the investment will be allocated to constructing a gigawatt-scale data centre, which Lobana described as the cornerstone of an AI-driven future. “Compute is vital. The train can’t operate unless the tracks are properly laid and function efficiently,” she emphasized, pointing out the necessity for robust capacity to support large AI models.
In addition to data centres, Google is also investing in undersea cables to enhance connectivity and minimize latency. Lobana noted that such infrastructure is crucial as AI models are increasingly utilized in various applications that demand rapid and dependable data transfer.
Energy security and sustainability represent the third pillar of Google’s AI strategy in India. Lobana mentioned that the company intends to contribute power back to the Indian grid through renewable energy sources and is collaborating with local stakeholders to invest in solar and wind initiatives across states like Rajasthan, Karnataka, and Gujarat. Clean energy, she asserted, is a fundamental aspect of Google’s long-term operational philosophy.
Also Read | India has a short window to transform for an AI-led future: Vishal Sikka
Lobana reiterated that the $15 billion investment should not be interpreted as a one-time announcement, but as part of a broader partnership with India.
“This is the largest ever, and we are committed to India. It’s unconditional support,” she remarked, expressing confidence in Indian entrepreneurs creating AI solutions for global markets.
She also underscored the significant opportunity ahead, estimating India’s AI market potential to be $126 billion by 2030. Simultaneously, Lobana identified trust and safety as the foremost challenges to widespread AI adoption, emphasizing the importance of developing responsible systems that users and enterprises can depend on.
“We are in this partnership for the long term,” Lobana said, indicating that Google’s recent investment aims to establish the foundation for India’s role in the global AI economy over the coming decade.
Watch the video for more
