Amazon Chief Executive Officer Andy Jassy announced a record $48 billion investment in India for the period between 2026 and 2030, following a meeting with Prime Minister Narendra Modi in New Delhi. The commitment includes an additional $13 billion for artificial intelligence and cloud infrastructure, taking the company’s total planned spending on AI and cloud in India to more than $21 billion over five years. With cumulative investments from 2010 to 2030 now projected to exceed $88 billion, Amazon becomes the largest overseas investor in the country.
Background: Amazon’s Journey in India
Amazon entered India in June 2013 with the launch of Amazon.in, starting with just 100 sellers and a single fulfilment centre in Mumbai. Since then, the company has built one of the largest operations networks in the country, serving customers across every pin code. Amazon Web Services (AWS), the company’s cloud computing division, established its first India region in Mumbai in 2016 and opened a second region in Hyderabad in November 2022, making India one of the few countries with two AWS regions.
Over the past decade, Amazon has invested $40 billion in India across people, infrastructure, and technology. This investment has supported 2.8 million jobs, brought 12 million small businesses online, enabled $20 billion in cumulative e-commerce exports, and trained over 10 million Indians in cloud skills. The company now operates multiple businesses in the country including e-commerce, quick commerce (Amazon Now), cloud computing, digital payments, and entertainment.
Breaking Down the $48 Billion Commitment
The $48 billion investment announced in June 2026 builds on two earlier commitments. In December 2025, Amazon had pledged $35 billion across all its India businesses by 2030. The latest announcement adds a fresh $13 billion specifically for AI and cloud infrastructure. Within the total, more than $21 billion is now directed towards AI and cloud, while the remainder will go into the company’s marketplace business, logistics network, and quick commerce expansion.
| Component | Amount | Purpose |
|---|---|---|
| Previously announced (Dec 2025) | $35 billion | Across all India businesses |
| New AI and cloud addition (June 2026) | $13 billion | AI and cloud infrastructure |
| Total planned investment (2026-2030) | $48 billion | All India businesses |
| AI and cloud share (of total) | $21+ billion | AWS data centres, AI services |
| Cumulative investment (2010-2030) | $88+ billion | All past and planned spending |
Andy Jassy noted that while the largest absolute portion of the investment remains in the marketplace business, the share going into cloud and AI is growing rapidly. The announcement makes Amazon the largest foreign investor in India.
AI and Cloud Infrastructure: The Core Focus
The additional $13 billion is primarily directed at expanding Amazon Web Services (AWS) data centre capacity in Mumbai and Hyderabad. AWS, which started as a division of Amazon in 2006, is the world’s most comprehensive and broadly adopted cloud platform, offering more than 200 fully featured services for compute, storage, databases, machine learning, and artificial intelligence.
AWS Data Centre Expansion
The investment will give startups, enterprises, and government organisations access to custom AI chips including AWS Trainium, managed AI services, secure cloud technologies, and developer tools. India’s AWS regions, launched in Mumbai (2016) and Hyderabad (2022), each consist of multiple Availability Zones with independent power, cooling, and security.
AWS has estimated that its investment in the Mumbai region between 2016 and 2022 contributed more than INR 38,200 crore to India’s GDP and supported approximately 39,500 full-time equivalent jobs annually. The new expansion is expected to accelerate India’s position as a global hub for AI workloads, particularly as enterprises and government agencies increasingly adopt generative AI and cloud-native applications.
E-commerce, Quick Commerce, and Logistics Expansion
On the retail side, Amazon is aggressively expanding its physical infrastructure to match the growing demand for faster deliveries. The company plans to launch more than 20 new fulfilment centres and over 100 last-mile delivery stations within the year, extending faster delivery capabilities into tier 2, tier 3, and tier 4 cities.
Amazon’s quick commerce service, Amazon Now, is being scaled to more than 300 cities and towns, making it one of the company’s fastest-growing businesses globally. The service, currently live in over 15 cities and serving more than 50 million customers, delivers thousands of everyday items in minutes. Alongside this, Amazon offers same-day delivery on tens of thousands of products and next-day delivery on millions more through its Prime membership program.
To support its delivery workforce, Amazon launched Sammaan, a welfare programme providing scholarships for delivery associates’ children, financial inclusion support, comprehensive insurance, and on-road safety measures. A portion of a previously announced $300 million investment in operations and associate well-being will fund these initiatives.
Job Creation, Exports, and AI Skilling Targets
Amazon has outlined a set of ambitious targets aligned with India’s digital economy priorities for 2030. The company aims to support 3.8 million jobs (direct and indirect), up from 2.8 million in 2024. It also plans to enable $80 billion in cumulative e-commerce exports, extending AI benefits to 15 million small businesses, and provide AI education to 4 million government school students.
| Target Metric | 2024 Status | 2030 Goal |
|---|---|---|
| Jobs supported | 2.8 million | 3.8 million |
| Cumulative e-commerce exports | $20 billion | $80 billion |
| Small businesses using AI | Not specified | 15 million |
| Government school students trained in AI | Not specified | 4 million |
| Small businesses digitized | 12 million | Continued expansion |
| Cloud skills training | 10 million | Continued expansion |
These goals directly support the government’s vision of a Viksit Bharat (Developed India) and an Atmanirbhar Bharat (Self-Reliant India), focusing on AI-led digitisation, export growth, and large-scale job creation.
India as a Global Tech Investment Destination
Amazon’s record commitment is part of a broader wave of global technology investments flowing into India. In recent months, Microsoft announced a $17.5 billion investment in India by 2029, Google committed $15 billion for an AI hub and data centre infrastructure, Australia’s AirTrunk pledged $30 billion for data centres, and Saint Gobain announced $1.1 billion in investment. Collectively, these announcements amount to nearly $95 billion over the next four to five years.
India has attracted this capital through a combination of a large domestic market, a growing digital economy, and policy incentives including tax exemptions for foreign cloud providers on services sold overseas when workloads run from Indian data centres. Prime Minister Modi welcomed Amazon’s investment, stating that it reflects the growing interest across the world to invest in India and will create new opportunities for the country’s youth.
Key Takeaways
- Amazon CEO Andy Jassy announced a record $48 billion investment in India covering 2026 to 2030, following a meeting with PM Narendra Modi in New Delhi.
- The total includes a fresh $13 billion for AI and cloud infrastructure, with more than $21 billion now allocated to AI and cloud overall.
- Amazon’s cumulative investments in India from 2010 to 2030 will exceed $88 billion, making it the largest foreign investor in the country.
- The investment will expand AWS data centre capacity in Mumbai and Hyderabad, providing access to custom AI chips and managed AI services.
- Amazon plans to support 3.8 million jobs, enable $80 billion in cumulative e-commerce exports, and extend AI benefits to 15 million small businesses by 2030.
- The company will launch more than 20 new fulfilment centres and over 100 last-mile delivery stations this year, while expanding Amazon Now quick commerce to 300 cities.
