India, Feb. 1 -- The Union Budget 2026, presented by Finance Minister Nirmala Sitharaman, makes one thing clear: India's next phase of growth will be driven less by incentives and more by infrastructure, certainty, and technology depth.

Alongside headline announcements such as a tax holiday until 2047 for foreign cloud service providers operating from Indian datacentres and a Rs 40,000 crore outlay for Semiconductor Mission 2.0, the Budget signals a broader shift. Technology, particularly artificial intelligence, cloud infrastructure, and digital governance, is now being treated as core economic infrastructure.

This direction is reinforced by parallel reforms in tax administration, customs automation, and trust-based compliance, creatin...