Industry Findings: Indian buyers are prioritising platforms that combine domestic capacity, integration with national digital infrastructure, and explicit investment commitments; being close to large AI compute and having telco-partnered connectivity are now practical procurement filters. This shifts buying criteria toward PaaS vendors that can assure local region capacity, connectivity SLAs, and developer enablement — particularly for enterprises building AI and low-latency consumer services.
Industry Progression: A defining supply-side development was Microsoft’s US$3 billion announcement to expand Azure cloud and AI capacity in India in Jan-2025; that investment materially increased enterprise confidence in in-country platform scale and drove procurement momentum for PaaS offerings that explicitly reference Indian region capacity and integrated AI services, prompting telcos and local cloud providers to accelerate complementary product roadmaps.
Industry Player Insights: Indian industry shifts are guided by Amazon Web Services, Microsoft Corporation, Tata Communications, and Reliance Jio (Jio Platforms) etc. This vendor set mixes hyperscaler investment with strong domestic connectivity and platform plays; Microsoft’s Jan-2025 $3bn India commitment and Tata Communications’ Vayu edge/cloud initiatives together expanded credible PaaS choices, enabling enterprises to choose between hyperscaler-managed stacks and telco-integrated platform fabrics for AI and latency-sensitive apps.