Amazon to invest $48 billion in India over five years
Amazon says the investment will expand AWS data centers, ecommerce operations and delivery capacity across India.
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[Image source: Chetan Jha/MITSMR India]
Amazon will invest $48 billion in India between 2026 and 2030, stepping up spending on artificial intelligence, cloud infrastructure, ecommerce operations and delivery capacity in one of its largest overseas markets.
The company said on Thursday that the commitment includes an additional $13 billion to expand AI and cloud infrastructure in India. The new spending builds on a $35 billion investment plan Amazon announced in 2025 across its businesses in the country.
Amazon chief executive Andy Jassy met Prime Minister Narendra Modi in New Delhi on Thursday and said the company’s priorities in India were aligned with the government’s focus on AI access, small business digitization, job creation and exports.
“As we grow Amazon in India, our business priorities align with India’s priorities of democratizing access to AI, digitizing small businesses, creating jobs, and enabling exports,” Jassy said in the company’s statement.
The additional $13 billion will be used to expand Amazon Web Services data center capacity in Mumbai and Hyderabad. Amazon said the investment would give startups, enterprises and government organizations access to custom AI chips, managed AI services, cloud technologies and developer tools.
The announcement comes as global technology companies race to build AI and cloud infrastructure in India, where rising data demand, a large developer base and enterprise digitization are drawing heavy capital commitments.
Cloud spending has also become a proxy for the next phase of AI adoption, with companies needing larger data center capacity to train, run and deploy AI systems at scale.
For Amazon, the new pledge deepens a long-running bet on India. The company said its cumulative investments in the country from 2010 to 2030 now stand at more than $88 billion.
Since entering India, it said it has digitized 12 million small businesses, supported 2.8 million jobs, enabled more than $20 billion in cumulative ecommerce exports and trained more than 10 million Indians on cloud skills.
The company also set fresh targets through 2030. Amazon said it would support 3.8 million jobs, enable $80 billion in cumulative exports, bring AI benefits to 15 million small businesses and provide AI education to 4 million government school students.
The investment push is not limited to cloud. Amazon said it will open more than 20 new fulfilment centers and more than 100 last-mile delivery stations across India this year.
The expansion is aimed at improving delivery speed, including in tier-3 and tier-4 cities, where ecommerce companies are competing to deepen reach beyond the largest urban markets.
Amazon said its operations network now serves customers in every pin code in India.
The company has also been expanding quick commerce in the country, where the market has become increasingly competitive as platforms promise delivery in minutes for groceries, household items and daily essentials.
The latest commitment gives Amazon more room to defend and grow several businesses in India at once.
Its ecommerce marketplace competes with Flipkart, Reliance Retail’s digital operations, Meesho and a fast-growing set of quick-commerce firms. AWS competes with Microsoft Azure, Google Cloud and domestic data center operators that are also expanding to meet enterprise and AI demand.
India has become a priority market for global cloud providers as companies shift more workloads online and begin experimenting with generative AI. The government has also pushed for local data infrastructure, digital public platforms and AI adoption in public services and business.
Amazon’s earlier India commitments included investments in AWS infrastructure, ecommerce, exports and small business digitization.
In 2023, after Jassy met Modi in Washington, the company said it would take its India investment to $26 billion by 2030. The 2025 pledge raised that commitment sharply, and Thursday’s announcement lifts it further.
The company is also trying to frame the expansion around employment and welfare for delivery workers. Amazon recently announced “Sammaan,” a programme for delivery associates that includes scholarships for workers’ children, access to government benefits and financial inclusion programs, insurance coverage and road-safety measures.
Amazon said part of a recently announced $300 million investment in operations and associate well-being would go toward strengthening and scaling such initiatives.
Jassy’s visit comes at a time when India is courting large technology investments while also increasing scrutiny of digital markets, data use and labor practices.
For Amazon, the opportunity remains large, but so do the pressures. It needs more cloud capacity for AI, deeper logistics infrastructure for ecommerce and stronger ties with policymakers in a market where regulation can change the economics of digital platforms quickly.
The company’s message on Thursday was clear: India is no longer only an ecommerce growth market for Amazon. It is also becoming a core market for AI infrastructure, cloud services, exports, logistics and digital skills.
Amazon said it was committed to being a long-term partner in India’s growth story. The scale of the new pledge suggests the company wants to be counted among the country’s biggest technology infrastructure investors, not merely one of its largest online retailers.
