10/17/2025
The U.S. told companies to invest at home. Alphabet went to India instead.
And they’re calling it a win for the U.S. economy.
Alphabet is not just building a small factory, they're building a $15B data hub in India... and it's the largest AI data hub Google has ever built outside the U.S.
Here’s the contradiction:
The White House is urging American companies to prioritize domestic investment.
But Alphabet is doing the opposite—and justifying it by saying the India-based project will still generate $15B in U.S. GDP.
How?
Through indirect impact: American talent, AI development, and cloud services tied to the hub’s operation.
It’s a bold move.
And a clear signal that global scale still outweighs political pressure—at least for now.
For supply chain and infrastructure leaders, this raises real questions:
How should we think about “domestic benefit” in globally distributed digital systems?
And what happens when the next AI center doesn’t also check the U.S. economic box?
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