
Amazon announced a $13 billion(約2.1兆円) investment to expand cloud and AI infrastructure in India through 2030, pushing its total India commitment to $48 billion(約7.7兆円). This reflects a broader shift by major tech companies—including Microsoft ($17.5 billion(約2.8兆円) by 2029) and Google ($15 billion(約2.4兆円))—to build AI computing capacity in India, where government incentives and emerging demand are attracting billions in global infrastructure investment.
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Amazon announced Thursday it will invest an additional $13 billion(約2.1兆円) to expand Amazon Web Services' data center capacity in Mumbai and Hyderabad through 2030. This follows a $15 billion(約2.4兆円) commitment made in 2023 and an over $35 billion(約5.6兆円) commitment announced in December 2025, bringing Amazon's total India investment commitments to $48 billion(約7.7兆円).
Why it matters
India is becoming a major hub for AI computing infrastructure, with multiple global technology companies competing for presence there. Amazon's escalating bets signal confidence in India's role as a center for AI workloads, supported by government tax incentives for foreign cloud providers running overseas workloads from Indian data centers.
What to watch
Amazon is also expanding its domestic retail and logistics network, planning to open more than 20 fulfillment centers and over 100 last-mile delivery stations this year, while scaling its quick-commerce service Amazon Now to more than 300 cities and towns. This comes as Amazon competes in India's crowded quick commerce market against Blinkit, Swiggy's Instamart, Zepto, and Flipkart.
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