Amazon commits $48 billion to India as AI and cloud drive expansion

MUMBAI: Amazon is putting more than just parcels on the move, it is placing a multi-billion-dollar bet on India’s AI future. Amazon has unveiled a $48 billion investment plan for India between 2026 and 2030, with more than $21 billion earmarked for artificial intelligence and cloud infrastructure, signalling one of the company’s biggest long-term commitments to the country.

The announcement came during Amazon CEO Andy Jassy’s visit to New Delhi, where he met Prime Minister Narendra Modi. The fresh commitment includes an additional $13 billion investment, building on the $35 billion expansion plan announced in December 2025.

With the latest announcement, Amazon said its cumulative investment in India between 2010 and 2030 will exceed $88 billion, underlining the country’s growing strategic importance in the company’s global operations.

At the heart of the expansion is artificial intelligence. Amazon plans to invest more than $21 billion between 2026 and 2030 to expand AWS cloud infrastructure, including larger data centre capacity in Mumbai and Hyderabad. The facilities will provide startups, enterprises and government organisations access to AI services, cloud technologies, Amazon Bedrock, developer tools and the company’s proprietary Trainium AI chips, while enabling customers to store data within India.

Beyond technology infrastructure, Amazon has outlined ambitious economic targets. By 2030, the company aims to support 3.8 million jobs, enable $80 billion in cumulative ecommerce exports, extend AI capabilities to 15 million small businesses, and provide AI education to 4 million government school students.

The company said it has already digitised 12 million small businesses, generated more than $20 billion in cumulative ecommerce exports, supported 2.8 million jobs and trained over 10 million Indians in cloud skills.

Amazon is also accelerating the expansion of its logistics network. This year, it plans to open more than 20 fulfilment centres and over 100 last-mile delivery stations, with a particular focus on improving deliveries across Tier 3 and Tier 4 cities. The company added that part of its previously announced $300 million investment in operations and employee well-being will be used to expand its Sammaan programme for delivery associates.

Sharing details of his visit on X, Jassy said he had a productive meeting with Prime Minister Modi to discuss Amazon’s long-term plans for India. He noted that the company has served Indian customers, sellers, developers and enterprises for more than a decade and believes it is “just getting started.”

Jassy added that the company is investing $48 billion over the next five years, including more than $21 billion in AI and cloud infrastructure, describing the investment as part of Amazon’s long-term vision to deepen its presence in one of the world’s fastest-growing digital economies.

The announcement reflects Amazon’s increasing focus on India as a strategic hub for AI, cloud computing and ecommerce, while reinforcing the country’s growing role in the global technology investment landscape.