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Microsoft chief executive Satya Nadella on Thursday outlined the company's next phase of artificial intelligence rollout, announcing sweeping deployments of its Copilot and agentic AI systems at India's top IT firms Tata Consultancy Services, Cognizant, Infosys and Wipro, marking a major milestone in enterprise AI adoption in the country.
Speaking at the Microsoft AI Tour in Bengaluru on Thursday, Nadella said these four companies have emerged as “frontier firms”, with each deploying more than 50,000 Microsoft Copilot licences and building “AI factories” that create industry-specific digital agents and experiences.
“These firms are not just adopting Copilot across the enterprise, they're building deep agent factories and integrating them into customer workflows,” Nadella said, adding: “They're shaping what the future of enterprise AI looks like from India.”
Indian ecosystem at the forefront
In his remarks, Nadella said he saw “tremendous momentum” among Indian developers and large enterprises using Microsoft's AI stack creatively. Citing examples from Cognizant, Wipro, Swiggy, Persistent Systems and PhonePe, he said companies are already integrating Fabric, Foundry and Copilot Studio to reimagine software development, data intelligence and customer operations.
India is on track to become Microsoft-owned GitHub platform's largest developer hub in the world, Nadella said. Microsoft, he said, views GitHub as the “agent HQ” where developers issue daily tasks to AI agents as part of their coding workflow.
Infrastructure and sovereign cloud expansion
Beyond software, Nadella detailed Microsoft's growing India infrastructure footprint. The company will open a new Azure data centre region in South Central India in 2026, its most sustainable facility in Asia, powered entirely by renewable energy.
This investment of $17.5 billion is part of what Nadella described as Microsoft's largest in Asia, following its previous $3 billion commitment to India.
He also described a “portfolio of sovereignty options” through Azure, enabling organisations to choose between public, sovereign and private cloud configurations while maintaining cybersecurity and compliance through Microsoft's new Agent 365 runtime.
The system ensures observability and governance in a world of autonomous agents, Nadella said.
Building the agentic enterprise
Nadella used much of his address to frame Microsoft's evolving AI architecture, spanning what he called the experience layer, IQ layer and agent factory. At the top sits Microsoft 365 Copilot, now transitioning from chat-style assistance to fully agentic systems capable of handling complex tasks, from data analysis to research and operational orchestration.
“Ultimately, we're not building for building's sake,” Nadella said. “We're building to change outcomes, whether that's customer experience, employee experience or operational efficiency.”
He described a new AI-driven software lifecycle where developers begin not with specifications but with test outcomes and real world goals.
“This platform shift demands a mindset shift, for builders to start with the problem, then back into the workflow,” he said.
Microsoft's AI stack now extends from Copilot to Copilot Studio, which lets enterprise developers create their own AI agents using natural language prompts, down to Microsoft Foundry, a toolchain for building multi-agent, multi-model solutions using over 11,000 available AI models.
National skilling
Reiterating Microsoft's skilling commitments, Nadella announced that the company will train 20 million people across India in AI and digital technologies.
Microsoft is working with India's labour ministry to integrate AI capabilities into the eShram programme that upskills workers in the unorganised sector, he said.
“This AI revolution must empower everyone, every developer, every organisation, every person,” Nadella said. “Because that's how India's growth story becomes an AI growth story for the world.”
Source: EconomicTimes
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