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Amazon AWS Bets $12.7 Billion on India to Lead Global AI Revolution | Companies

This move comes amid rising AI competition between the US and China.

Amazon Web Services (AWS) will invest $12.7 billion in India by 2030 to expand cloud infrastructure and bolster its generative AI capabilities, according to a report by Business Standard. The investment, announced during AWS Agentic AI Vice-President Swami Sivasubramanian’s India visit, reflects Amazon’s growing confidence in India’s potential to become a global AI superpower, alongside the US and China.

The plan includes building out large-scale data centres, AI-accelerated computing capacity, and network infrastructure across key Indian regions, particularly Mumbai and Hyderabad. “We are in an unprecedented time when it comes to AI, in terms of what it is able to do,” said Sivasubramanian, a former White House AI competitiveness advisor. “Indian builders are incredibly passionate, curious, and excited to embrace new technologies.”

Cloud and AI Innovation to Drive Economic Impact

The investment is expected to:

  • Support enterprise and public sector AI adoption through platforms like Amazon Q Business, Bedrock, and SageMaker.
  • Spark the rollout of AWS Marketplace India by late 2025 — potentially doing for software what UPI did for fintech.
  • Add over 81,000 full-time jobs annually in Maharashtra alone.
  • Contribute around $15 billion to India’s GDP by 2030.
  • India: The Third Pole in Global AI

    This move comes amid rising AI competition between the US and China. AWS’s play positions India as the emerging third force in the AGI ecosystem. It aligns with broader geopolitical shifts, where democratised digital infrastructure and talent pipelines are seen as national competitive advantages. “You need all these investments in computer infra to power those future developments in a big way,” said Sivasubramanian.



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