Amazon has raised its planned investment in India to $48 billion through 2030 after announcing an additional $13 billion for artificial intelligence and cloud infrastructure. The expansion adds to a broader wave of global commitments spanning data centres, advanced manufacturing, research and digital connectivity.
Key Overview
Amazon’s latest commitment will expand AWS capacity in Mumbai and Hyderabad and builds on a $35 billion plan announced in 2025. Other major proposals include Google’s $15 billion AI hub, AirTrunk’s planned investment of more than $30 billion, ABB’s approximately $75 million manufacturing and research programme, CPP Investments’ commitment of up to ₹7,000 crore to CtrlS Datacenters, and Saint-Gobain’s additional €1 billion plan.
Amazon Expands Its Long-Term India Commitment
Following a meeting between Amazon chief executive Andy Jassy and Prime Minister Narendra Modi in New Delhi, the company announced an additional $13 billion investment to expand AI and cloud infrastructure in India by 2030.
The new allocation takes Amazon’s planned investment for the period to $48 billion, including the $35 billion commitment disclosed in 2025. Amazon said its cumulative investment in India between 2010 and 2030 is expected to exceed $88 billion.
The additional capital will expand AWS data-centre capacity in Mumbai and Hyderabad, improving access to custom AI chips, managed AI services, cloud technologies and development tools. Amazon also plans to open more than 20 fulfilment centres and over 100 delivery stations in India during 2026.
Prime Minister Modi described the commitment as evidence of rising international interest in India and said it could create new opportunities for young people. The announcement strengthens India’s position as one of Amazon’s most important long-term markets outside the United States.
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AI and Data Centres Attract the Largest Commitments
Much of the latest investment activity is concentrated in digital infrastructure. Google is developing its first full-scale AI hub in India through a $15 billion five-year investment centred on Visakhapatnam.
The project, first announced in October 2025 and highlighted again during the India AI Impact Summit in February 2026, includes a gigawatt-scale data-centre campus, energy infrastructure, fibre connectivity and an international subsea cable gateway. It is being developed with local partners, including Adani and Airtel.
Australia-based AirTrunk has separately outlined a plan to invest more than $30 billion by 2030 to develop over five gigawatts of data-centre capacity across India. The company entered the market through its acquisition of Lumina CloudInfra and already has projects under development in Mumbai, Chennai and Hyderabad.
CPP Investments has also committed up to ₹7,000 crore to a partnership with CtrlS Datacenters. The arrangement includes ₹4,000 crore for an 8.2% stake in CtrlS and up to ₹3,000 crore for a joint venture developing hyperscale data-centre campuses.
Manufacturing and Materials Investment Broadens the Trend
The investment push extends beyond cloud computing. ABB announced it would invest approximately $75 million in India during 2026 to expand manufacturing and research capabilities across electrification, motion and automation.
The programme covers facilities in Bengaluru, Hyderabad, Nashik and Vadodara and is expected to create more than 300 skilled jobs. ABB said the expanded capacity would support industries including renewable energy, rail transport, data centres and advanced manufacturing.
French building-materials group Saint-Gobain has also pledged an additional €1 billion over five years. Chief executive Benoit Bazin said India had become the company’s fastest-growing market and highlighted its potential in construction, sustainability and exports.
India’s Investment Case Gains Momentum
The combined announcements reflect India’s attraction as both a major consumer market and an emerging base for AI, cloud computing and manufacturing. Large-scale digital projects are being encouraged by rising data demand, a growing technology workforce and government efforts to expand domestic infrastructure.
However, the headline amounts represent planned investments or capital commitments scheduled over several years. Their economic impact will depend on project execution, power and land availability, regulatory approvals and the speed at which new facilities become operational.
Even with those qualifications, the scale and range of the latest commitments indicate that global companies increasingly view India as a central market for long-term technology and industrial growth.
Sources: Amazon / Google / ABB / AirTrunk / CPP Investments / Reuters / Prime Minister of India / Open Magazine
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