Amazon to Invest $8.2 Billion in India’s Cloud Infrastructure by 2030
至2030年，亞馬遜將在印度的雲端基礎設施上投入82億美元
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.
小編點評：亞馬遜網路服務(AWS)將在馬哈拉施特拉邦投入82億美元，擴大其雲端基礎設施，響應印度對在地化資料儲存的推動。此項投資預計將推動就業機會以及促進印度不斷增長的數位經濟，預期將在2029-2030年推出。
Tata Group Expands Semiconductor Investments in India with New Partnerships
塔塔集團透過新的合作關係，擴大在印度的半導體的投資
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.
https://www.autocarpro.in/news/bajaj-auto-introduces-gogo-new-electric-three-wheeler-brand-125145
小編點評：塔塔集團計劃與 10 家半導體公司簽署合作備忘錄，以加強印度的半導體生態系統，並將投資 27,000 億印度盧比，建設印度和東南亞最大的半導體製造廠，創造3萬多個就業機會。該工廠將每天生產4800萬塊晶片，對地區的工業成長做出貢獻。塔塔的推進凸顯印度在全球晶片供應鏈中日益增長的責任，為國際半導體公司提供了擴展或合作的機會。
IndiaAI Mission Expands with New AI Platforms and Global Partnerships
“India AI計畫”透過新的AI平台與擴展國際夥伴關係
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.
小編點評：印度聯邦部長 Ashwini Vaishnaw 發起的“IndiaAI 計畫”推出了關鍵的政策，包括 AIKosha 數據集平台、提供補貼 AI 運算的 IndiaAI 運算門戶，以及像是與巴黎Station F新創加速計畫的國際合作。這些政策旨在人工智慧的民主化，並使印度成為人工智慧創新的領導者。對於全球科技公司來說，印度不斷擴大的人工智慧生態系，提供合作與投資的機會，以及合乎道德且可擴展性的AI解決方案。
India’s Tablet Market Surges 42.8% in 2024, Led by Samsung and Acer
2024年由三星與宏基領導的印度平板電腦市場將激增42.8%
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.
https://www.idc.com/getdoc.jsp?containerId=prAP53221825
小編點評：受強勁的消費者需求和商業領域（尤其是教育領域）年增 69.7% 的推動，2024年印度平板電腦市場成長42.8%，出貨量達到573萬台，。三星以 42.6% 的份額領先市場，其次是宏碁、蘋果、聯想和小米。平板電腦在教育、快速消費品和BFSI等領域的普及為跨國企業帶來了巨大的機遇，尤其是即將推出的人工智慧平板電腦。
Tesla Enters India with Mumbai Showroom, Expands Footprint in Delhi
特斯拉進軍印度市場，開設孟買展示間，擴大德里業務範圍
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.
小編點評：特斯拉透過在孟買開設展示間進入印度，並且計劃在德里開設第二間，這代表其在進口關稅降低後，對印度市場的承諾。特斯拉計畫從德國工廠進口汽車並在印度提供就業機會，這項舉動標誌著全球汽車製造商及供應商在印度汽車領域的機會
India Eyes $200 Billion Share in Global Carbon Market with 2026 Trading Scheme
印度計畫透過2026年的貿易策劃，著眼全球碳市場的$2千億美金的份額
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.
小編點評：為響應國際氣候變遷和歐盟的碳邊境稅，印度2026年將啓動的碳信用交易計畫 (CCTS)，佔全球1兆美元的碳市場的20%份額。這為全球企業在碳排放交易、清潔科技、及永續發展夥伴方面提供了機會，並提供了具有成本效益且管理良好的碳信用生態系統。