Amazon to Invest $8.2 Billion in India’s Cloud Infrastructure by 2030
Amazon Web Services (AWS) will invest approximately $8.2 billion in the Indian state of Maharashtra over the next few years, the country’s information technology ministry announced on Monday. The move aligns with India’s push for localized cloud data storage, a market projected to grow from $8.3 billion in 2023 to $24.2 billion by 2028, according to International Data Corporation. AWS plans to deploy cutting-edge graphics processing units and cloud management technologies in the country, further strengthening its presence alongside existing data centers in Mumbai (launched in 2016) and Hyderabad (established in 2022). Minister of Electronics and Information Technology Ashwini Vaishnaw emphasized that this investment would drive significant job creation, with rollout expected by 2029-2030.
For non-Indian companies, Amazon’s expansion signals India’s rising importance as a cloud and data hub in Asia. As cloud adoption accelerates, foreign businesses looking to enter or expand in India will benefit from improved infrastructure, lower latency, and enhanced data compliance solutions. Additionally, Amazon’s commitment underscores growing opportunities in India’s digital economy, making it an attractive destination for global tech investments.
Editor’s Note: Amazon Web Services (AWS) will invest $8.2 billion in Maharashtra, India, to expand its cloud infrastructure, aligning with India’s push for localized data storage. This investment is expected to drive job creation and boost India’s growing digital economy, with rollout anticipated by 2029-2030.
Tata Group Expands Semiconductor Investments in India with New Partnerships
Tata Group Chairman Natarajan Chandrasekaran announced plans to sign Memorandums of Understanding (MoUs) with 10 additional semiconductor companies to bolster India’s semiconductor ecosystem. Speaking at the Advantage Assam Investors Summit 2.0 in Guwahati, he highlighted the presence of global semiconductor players such as ASMPT, DISCO, Besi, Cadence, and Tokyo Electron (TEL) in Assam. Chandrasekaran also revealed that Tata Electronics will establish a semiconductor manufacturing facility in the state with an investment of ₹27,000 crore. The plant, set to produce 48 million chips daily, will be the largest in India and Southeast Asia, generating over 30,000 jobs and contributing to the region’s industrialization.
For non-Indian companies, Tata’s semiconductor push signals India’s growing role as a key player in the global chip supply chain. With increasing government support and industry-friendly policies, India presents new opportunities for international semiconductor firms looking to expand or collaborate. The participation of business leaders and delegations from countries like Australia, South Korea, Singapore, and Japan at the summit further underscores India’s emergence as a strategic hub for high-tech manufacturing and investments.
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Editor’s Note: Tata Group plans to sign MoUs with 10 semiconductor companies to strengthen India’s semiconductor ecosystem and will invest ₹27,000 crore to build the largest semiconductor manufacturing plant in India and Southeast Asia, creating over 30,000 jobs. The plant will produce 48 million chips daily, contributing to the region’s industrial growth. Tata’s push highlights India’s growing role in the global chip supply chain, offering opportunities for international semiconductor firms to expand or collaborate.
IndiaAI Mission Expands with New AI Platforms and Global Partnerships
India took a significant step in its artificial intelligence journey as Union Minister Ashwini Vaishnaw launched key initiatives under the IndiaAI Mission during its anniversary event in New Delhi. Among the highlights were AIKosha: IndiaAI Datasets Platform, which offers access to over 300 datasets and 80 AI models, and the IndiaAI Compute Portal, providing subsidized AI computing power with 10,000 GPUs. Other major initiatives included the AI Competency Framework for Public Sector Officials, the iGOT-AI Mission Karmayogi, and the IndiaAI Startups Global Acceleration Program in partnership with Station F in Paris. Vaishnaw reiterated the government’s commitment to democratizing AI access, positioning India as a top AI-driven nation.
For non-Indian companies, these developments present opportunities to engage with India’s rapidly growing AI ecosystem. The expansion of AI infrastructure, along with government-backed initiatives, creates an attractive environment for global tech firms, startups, and investors. Additionally, India’s focus on ethical AI, public-private collaborations, and scalable AI models could make it a strategic partner for businesses seeking to develop AI-driven solutions for global markets.
Editor’s Note: IndiaAI Mission, launched by Union Minister Ashwini Vaishnaw, introduced key initiatives including the AIKosha datasets platform, IndiaAI Compute Portal with subsidized AI computing, and global partnerships like the IndiaAI Startups Acceleration Program with Station F in Paris. These initiatives aim to democratize AI access and position India as a leader in AI innovation. For global tech firms, India’s expanding AI ecosystem offers opportunities for collaboration, investment, and development of ethical, scalable AI solutions.
India’s Tablet Market Surges 42.8% in 2024, Led by Samsung and Acer
India’s tablet market, including detachable and slate devices, grew by 42.8% year-over-year (YoY) in 2024, with 5.73 million units shipped, according to IDC’s latest report. The consumer segment expanded by 19.2% YoY, driven by aggressive online promotions and cashback offers, while the commercial segment surged by 69.7% YoY, fueled by a 104.5% growth in the education sector. Samsung dominated with a 42.6% market share, leading both commercial (51.1%) and consumer (32.1%) segments, followed by Acer (18.7%), Apple (11%), Lenovo (9%), and Xiaomi (9%). Despite a 17% YoY market decline in Q4 due to delays in government deals, the increasing adoption of tablets as cost-effective alternatives to PCs contributed to market expansion.
For non-Indian companies, India’s booming tablet market presents a lucrative opportunity, particularly in the education and enterprise sectors. The rise in tablet adoption across industries such as FMCG, hospitality, and BFSI highlights their growing role as productivity tools. With AI-powered tablets expected to launch soon, international manufacturers and software developers can leverage India’s demand for high-performance, cost-effective devices to expand their presence in one of the world’s fastest-growing tech markets.
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Editor’s Note: India’s tablet market grew 42.8% in 2024, with 5.73 million units shipped, driven by strong consumer demand and a 69.7% YoY surge in the commercial sector, particularly in education. Samsung led the market with a 42.6% share, followed by Acer, Apple, Lenovo, and Xiaomi. The rising adoption of tablets in sectors like education, FMCG, and BFSI presents significant opportunities for international companies, especially with the upcoming launch of AI-powered tablets.
Tesla Enters India with Mumbai Showroom, Expands Footprint in Delhi
Tesla has officially marked its entry into India by securing a five-year lease for its first showroom in Mumbai’s Bandra Kurla Complex (BKC), paying ₹32 lakh per month in rent. A second showroom is reportedly being finalized in Delhi’s Aerocity near the airport. This move follows CEO Elon Musk’s recent meeting with Prime Minister Narendra Modi and comes after years of stalled negotiations due to high import duties and India’s push for local manufacturing. With the Indian government reducing tariffs, Tesla is set to test market demand before committing to a domestic manufacturing facility. Initially, Tesla will import vehicles from its Germany Gigafactory, with the Model 3 expected to be priced above ₹35 lakh. The company has also posted nearly two dozen job openings in India, signaling a strong commitment to the market.
For non-Indian companies, Tesla’s entry highlights India’s growing appeal as a major player in the global electric vehicle (EV) sector. With reduced import tariffs and increasing policy support for EV adoption, India presents a lucrative opportunity for international automakers, battery manufacturers, and charging infrastructure providers. As Tesla tests the waters, other global EV companies may follow suit, leveraging India’s massive consumer base and evolving regulatory environment to expand their footprint in one of the world’s fastest-growing auto markets.
Editor’s Note: Tesla has entered India by opening its first showroom in Mumbai and plans a second in Delhi, marking its commitment to the market following reduced import tariffs. With plans to import vehicles from its Germany Gigafactory and job openings in India, Tesla’s move signals growing opportunities in India’s electric vehicle sector for global automakers and suppliers.
India Eyes $200 Billion Share in Global Carbon Market with 2026 Trading Scheme
India is positioning itself as a major player in the $1 trillion global carbon market, aiming for a 20% share by accelerating the rollout of its Carbon Credit Trading Scheme (CCTS), set to be operational by 2026. The initiative aligns with international efforts, including the UN-backed Article 6 framework, which facilitates global carbon credit trading. India’s move is also a strategic response to the European Union’s carbon border tax, ensuring its exports remain competitive. With a structured domestic carbon market, India can attract significant investment in climate mitigation projects, spur technological advancements, and create green jobs. However, strict implementation of environmental regulations and robust oversight mechanisms will be crucial to maintaining global credibility and ensuring high-quality carbon credits.
For non-Indian companies, India’s carbon market presents lucrative opportunities in emissions trading, clean technology investments, and sustainability-driven partnerships. As global corporations intensify net-zero commitments, India’s growing carbon credit ecosystem offers a cost-effective avenue for offsetting emissions. Additionally, with UN platforms facilitating cross-border carbon trading, international firms can tap into India’s vast supply of credits, supporting their climate goals while benefiting from a well-regulated and expanding carbon market.
Editor’s Note: India aims for a 20% share of the $1 trillion global carbon market by launching its Carbon Credit Trading Scheme (CCTS) by 2026, in response to international climate efforts and the EU’s carbon border tax. This presents opportunities for global companies in emissions trading, clean tech, and sustainability partnerships, with India offering a cost-effective and well-regulated carbon credit ecosystem.