INFRASTRUCTURE DATA DESK
India Investment Commitments Tracker
Dated company disclosures of Indian hyperscaler investment programmes, with scope, horizons and original sources. Not deployed capex or live stock data.
Snapshot checked: 8 Oct 2026 · Manual editorial updates
| Operator | Announced amount | Scope & horizon | Evidence |
|---|---|---|---|
| AWS | US$13B | Additional India AI and cloud infrastructure commitment 2026–2030 The $48B headline covers all Amazon businesses, not AWS alone. This row tracks the additional $13B for cloud/AI. Do not add older overlapping AWS announcements. | Amazon: Amazon announces it will invest $48 billion in India by 2030 · 25 Jun 2026 |
| Microsoft Azure | US$17.5B | Cloud/AI infrastructure, skilling and ongoing operations Calendar 2026–2029 Not pure data-centre capex. The company says this is additional to an earlier $3B programme; the later $20.5B headline combines both, not a third commitment. | Microsoft: Microsoft invests US$17.5 billion in India to drive AI diffusion at population scale · 9 Dec 2025 · Older disclosure — check the original source |
| Google Cloud | ≈ US$15B | Visakhapatnam AI hub, energy and connectivity programme 2026–2030 Google describes approximately $15B across data centres, energy and fibre/subsea connectivity. Not a disclosed annual capex figure. | Google: Our First AI Hub in India, Powered by a $15 Billion Investment · 14 Oct 2025 · Older disclosure — check the original source |
| CoreWeave | Not disclosed | India AI cloud entry with AdaniConneX First phase expected mid-2028 The release discloses capacity and timing, but not an investment amount. Missing is not zero. | CoreWeave Investor Relations: CoreWeave Enters India, Expanding AI Cloud Platform With AdaniConneX · 7 Oct 2026 |
Definitions & limitations
Curated primary-source snapshot checked 8 October 2026; manually maintained, not live telemetry or a market-wide census. Stages are as reported at the linked disclosure date. Announced investment is not deployed capex; scope and horizons differ, so figures are not summed. City pins are approximate, not facility addresses. Missing MW or investment is not zero. Daily AI stories do not automatically update this dataset.