Amazon Commits $35B to India by 2030 Fueling AI Infrastructure Surge
Amazon pledges over $35 billion in India by 2030 to expand AI data centers, cloud services, and exports, joining tech giants racing to build AI infrastructure in high-growth emerging markets.
Amazon announced plans to invest more than $35 billion in India by 2030, targeting massive expansion of its AI infrastructure, cloud computing operations, and export capabilities through AWS and local data centers. This commitment builds on prior $12 billion investments, focusing on hyperscale facilities in key regions to support generative AI workloads and enterprise adoption amid India's booming digital economy. The move aligns with global hyperscaler strategies to secure power-rich locations for AI training and inference.
AWS aims to deploy advanced AI chips and sovereign cloud solutions tailored for Indian regulations, enabling low-latency services for sectors like finance, healthcare, and e-commerce. The investment includes job creation exceeding 100,000 roles in engineering and data science, alongside partnerships with local governments for renewable energy-powered facilities. Amazon's strategy emphasizes hybrid cloud resilience, addressing data sovereignty while exporting AI services to Southeast Asia and the Middle East.
This pledge reflects a broader wave of tech-giant bets on emerging markets, where abundant talent, favorable policies, and lower costs counter U.S. power constraints. Microsoft, Google, and Oracle have similarly ramped up billions in India, transforming it into an AI hub rivaling established centers. Analysts project India's AI market hitting $17 billion by 2027, driven by such infrastructure builds.
Challenges include grid stability and talent competition, yet Amazon's scale positions it to lead enterprise AI deployment. The announcement boosts investor confidence, with AWS projected to capture 35% regional market share.
