India Edition

Microsoft’s India AI Plans Face the Ambani Question

India is the next battleground for some of the world’s biggest AI companies.

Satya Nadella, chief executive officer of Microsoft, during a company event. Photographer: David Ryder/Bloomberg

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By Saritha Rai and Santosh Nair

December 4, 2025 at 12:12 PM UTC

Welcome to India Edition, Bloomberg’s daily dive into what’s moving the worlds of business, markets and politics in this dynamic, fast-paced economy. If you didn’t receive this directly in your inbox, you can subscribe here , and share feedback with us here .

Hello, I am Saritha Rai, Bloomberg’s reporter covering artificial intelligence in Asia from Bangalore, filling in for Menaka. Today, I dive into what Microsoft CEO Satya Nadella’s visit and billionaire Mukesh Ambani’s empire mean for India’s AI future.