Amazon said it will invest an additional $13 billion to expand its artificial intelligence and cloud footprint in India through 2030, deepening a spending spree that has made the country one of the world's fastest-growing markets for computing infrastructure.据 TechCrunch 报道，亚马逊首席执行官安迪·贾西 (Andy Jassy) 在新德里会见印度总理纳伦德拉·莫迪 (Narendra Modi) 后宣布了这一消息。
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新资金将资助亚马逊网络服务在孟买和海得拉巴的数据中心容量的扩展，这两个城市已成为训练和运行人工智能产品所需的计算能力的中心。这项投资标志着亚马逊多年来对印度的第三项重大承诺。
2023 年，贾西和莫迪早些时候会面后，该公司承诺到 2030 年投资 150 亿美元，其中包括 AWS 的 127 亿美元。 It followed that with an over $35 billion commitment in December 2025. With the latest pledge, Amazon's total investment commitments in India now stand at roughly $48 billion, though the company did not detail exactly how that total will be split across its various India businesses.科技公司的长期承诺通常包括资本和运营支出，而不仅仅是新的基础设施支出。
全球对印度计算的争夺
Amazon's move is part of a broader wave of investment by global technology companies betting that India will become a major hub for the infrastructure underpinning artificial intelligence. Microsoft said in December it would invest $17.5 billion in India by 2029, and Google announced in October that it would spend $15 billion to build an AI hub and data center infrastructure in the country.
印度还吸引了一系列投资者对数据中心项目数十亿美元的承诺，其中包括澳大利亚AirTrunk、加拿大养老金计划投资委员会以及国内企业集团信实工业和阿达尼集团。这种热潮反映了对人工智能计算的需求正在如何重塑全球基础设施支出，推动超大规模企业和专业提供商在土地、电力和优惠政策相一致的地方建设产能。
政策甜味剂和零售野心
新德里通过政策激励措施积极争取这种投资。 The government offers tax exemptions for foreign cloud providers on services sold overseas, provided those workloads are run from Indian data centers, a measure designed to position the country as an export base for cloud and AI services.
Amazon is simultaneously investing in its domestic retail and logistics network. The company plans to open more than 20 fulfillment centers and over 100 last-mile delivery stations in India this year, and it detailed plans to expand its quick-commerce service, Amazon Now, to more than 300 cities and towns.这一扩张使亚马逊与 Eternal 旗下的 Blinkit、Swiggy 旗下的 Instamart、Zepto 和沃尔玛旗下的 Flipkart 展开直接竞争，Flipkart 分别表示计划到 2026 年底在全国开设 1,500 个微型配送中心。
Amazon's move also highlights a shift in how hyperscalers think about geographic risk.由于人工智能需求给美国和爱尔兰等传统中心的电网和土地供应带来压力，企业正在实现建设地点的多元化。 India offers a large engineering workforce, improving renewable energy capacity, and a government eager to fast-track digital infrastructure projects, factors that help explain why commitments from the three largest Western cloud providers now total tens of billions of dollars.
竞争不仅仅是西方的。印度企业集团正在竞相构建自己的人工智能基础设施，而区域云提供商正在迅速扩张，这意味着亚马逊的赌注既是为了捍卫市场份额，也是为了满足新需求。
为什么印度对人工智能很重要
For Amazon, the India buildout serves multiple strategic purposes.将 AWS 容量放置在更靠近印度庞大用户群的位置，可以减少当地企业采用云和人工智能工具的延迟，而该国相对较低的成本和支持性的政策环境使其成为设立人工智能所需的能源密集型数据中心的有吸引力的地方。随着人工智能工作负载的增长，超大规模企业正在竞相在需求集中的地区确保足够的计算，而印度的规模、增长和政府支持使其成为优先事项。
480 亿美元的总额也突显了亚马逊在经历多年监管摩擦后对印度的坚定承诺。 Taken together with Microsoft's and Google's pledges, the investments signal that the country is no longer just a consumer market for technology, it is becoming a core node in the global infrastructure that will train and serve the next generation of AI.
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