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$Amazon.com(AMZN)$  

Amazon Commits $35 Billion to Accelerate India’s AI and Cloud Expansion

Amazon announced plans to invest more than $35 billion in India’s cloud and artificial intelligence infrastructure by 2030, deepening its long-term bet on one of the world’s fastest-growing digital markets. The commitment—unveiled at the Amazon Smbhav Summit—builds on nearly $40 billion already deployed and targets AI-led digitization, export growth and broad job creation. Amazon expects the initiative to generate 1 million jobs, quadruple exports to $80 billion and expand AI adoption among 15 million small businesses. The move follows Microsoft’s recent $17.5 billion investment pledge, underscoring intensifying competition among global tech giants to secure AI leadership in India


@daz999999999：$Amazon.com(AMZN)$ $NVIDIA(NVDA)$ Key Points for Amazon and Nvidia Market News Amazon’s India Bet: Amazon committed over $35 billion to expand India’s AI and cloud infrastructure through 2030, aiming to generate 1 million jobs, quadruple exports and accelerate AI adoption among millions of small businesses as global tech giants compete for leadership in the market. Amazon Commits $35 Billion to Accelerate India’s AI and Cloud Expansion Amazon announced plans to invest more than $35 billion in India’s cloud and artificial intelligence infrastructure by 2030, deepening its long-term bet on one of the world’s fastest-growing digital markets. The commitment—unveiled at the Amazon Smbhav Summit—builds on nearly $40 billion already deployed and targets AI-led digitization, export growth and broad job creation. Amazon expects the initiative to generate 1 million jobs, quadruple exports to $80 billion and expand AI adoption among 15 million small businesses. The move follows Microsoft’s recent $17.5 billion investment pledge, underscoring intensifying competition among global tech giants to secure AI leadership in India. Nvidia Gains U.S. Approval to Sell H200 Chips to China, Unlocking Major Revenue Potential Nvidia’s share reaction was muted despite President Trump authorizing sales of its H200 AI chips to “approved customers” in China, as uncertainties remain over Chinese acceptance, congressional pushback and export-license details. Still, analysts broadly view the decision as a significant catalyst, citing the scale of China’s datacenter market and pent-up AI demand. JPMorgan expects the approval could restart China’s AI datacenter buildout, while Wolfe Research estimates Nvidia could generate roughly $3.5 billion in quarterly China revenues. With CEO Jensen Huang pointing to a $50 billion annual opportunity and several firms forecasting 40% upside, analysts see meaningful long-term potential despite near-term policy risks.
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