Amazon commits $48 billion to India by 2030, targeting AI and cloud infrastructure expansion

Amazon pours another $13B into India's AI and cloud infrastructure

Mumbai and Hyderabad datacenter expansion forms part of broader $48B five-year investment pledge Amazon has promised a $13 billion chunk of its mammoth capex plans to build AI and cloud infrastructure in India. The cloud services and software giant has said it expects $200 billion capex for 2026 as, like other vendors in the market, it struggles to build compute capacity to support the expected explosion in demand for AI services. Having announced a $35 billion investment in India in 2025, Amazon's commitments in the country between 2010 and 2030 total more than $88 billion, some of which is for new retail fulfillment centers and delivery stations. The new $13 billion is earmarked for AI and cloud infrastructure, including additional AWS datacenter capacity in Mumbai and Hyderabad. AWS promises startups, enterprises, and government organizations access to custom AI chips, managed AI services, cloud technologies, and developer tools. Amazon CEO Andy Jassy announced the news following a meeting with Prime Minister Shri Narendra Modi. "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, and we are investing over $48 billion in the coming five years to meet the strong demand across our business in India and to help India achieve these priorities. We are inspired by Prime Minister Modi's vision of a Viksit and Atmanirbhar Bharat [Developed and Self-Reliant India], we are committed to being a long-term partner in India's growth story," Jassy said. Speaking to CNBC, Jassy said the capital investment plans were designed to capture an inflection point in cloud and AI markets. "When you have shifts that are this momentous, you want to make sure that you invest in such a way that you can pursue the opportunity as broadly for your customers as possible," he said. In January last year, Amazon proposed an $11 billion investment in the US state of Georgia. AWS indicated the funds would be directed toward datacenters in Butts and Douglas counties. In July last year US president Trump described India as a "dead economy," claiming that India's purchasing of energy from Russia had fueled Putin's war on Ukraine and instituting retaliatory tariffs among other trade restrictions. The tariffs were imposed under emergency-power (IEEPA) laws and were to be paid by US importers, of course, not Indian exporters. US importers and shippers last month began receiving tariff refunds after a Supreme court ruling that Trump overstepped his authority in enacting them. US Customs and Border Protection has not released specific data detailing exactly how many individual importers claimed refunds on goods shipped from India, but many have applied. In November last year, Amazon said it would invest up to $50 billion to expand AI and supercomputing capabilities for US government customers of AWS. This would add nearly 1.3 gigawatts of additional compute capacity across AWS Top Secret, AWS Secret, and AWS GovCloud (US) Regions, it said. ®

Amazon adds new funding, lifting India AI and cloud investment to $48 billion

Amazon plans to invest an additional $13 billion to expand artificial intelligence and cloud infrastructure in India, taking its total investment in the country to $48 billion between 2026 and 2030. These funds will be used to expand AWS data center capacity in Mumbai and Hyderabad, the company said in a statement on Thursday. In December last year, Amazon had pledged to invest $35 billion, as hyperscalers raced to get a foothold in the Indian market. Amazon CEO Andy Jassy said the company is committed to being "a long-term partner in India's growth story" and wants to align with the country's "priorities of democratizing access to AI, digitizing small businesses, creating jobs, and enabling exports." Jassy met Indian Prime Minister Narendra Modi on Thursday and highlighted the importance to Amazon of India, where the company operates several businesses spanning e-commerce, AI, cloud, and entertainment. The company said its total investment in India between 2010 and 2030 stands at $88 billion. Through its data centers, Amazon hopes to provide Indian startups, enterprises, and government organizations with access to custom AI chips, managed AI services, and secure and reliable cloud technologies. Last December, India secured investment to the tune of $50 billion within 24 hours from U.S. big tech companies such as Amazon and Microsoft. Google, another major hyperscaler, is also investing $15 billion to build data center capacity for a new artificial intelligence hub in southern India. India does not yet produce cutting-edge chips domestically, nor does it have a frontier-scale foundation model on a par with leading U.S. or Chinese models. However, the data center space in the country is growing rapidly. To encourage the development of data centers in India, the Indian government has offered long‑term tax breaks to major global hyperscalers. "India's DC industry is emerging as one of the fastest growing globally," global brokerage Nomura said in a report earlier this month. India's data center capacity has risen to around 1.6GW in 2025 from 350MW in 2019, implying a 29% compounded annual growth versus 20% globally.

Amazon CEO Andy Jassy meets PM Modi; announces plans to invest $48 billion in India by 2030

Amazon CEO Andy Jassy met PM Narendra Modi, announcing a significant $13 billion investment to bolster AI and cloud infrastructure in India by 2030. This brings Amazon's total planned investment in the nation to over $21 billion for the 2026-2030 period. Amazon CEO Andy Jassy met Prime Minister Narendra Modi earlier today in New Delhi. The ecommerce giant announced plans to invest an additional $13 billion to expand AI and cloud infrastructure in India by 2030. The latest announcement takes Amazon's total planned investment in India to over $21 billion between 2026 and 2030. The funds will be used in expanding and supporting AI and cloud infrastructure along with strengthening its logistics infrastructure. Amazon plans to launch more than 20 new fulfillment centers and over 100 new last mile delivery stations this year as it goes aggressive on its quick commerce play.

Amazon to invest additional $13 billion in India AI, cloud infrastructure by 2030

Amazon is injecting an additional $13 billion into India's AI and cloud infrastructure by 2030, bringing its total planned investment to over $21 billion. This significant commitment, announced after CEO Andy Jassy met Prime Minister Modi, aims to bolster AWS data centers and provide advanced AI technologies. The move underscores India's growing importance in the global AI landscape and Amazon's long-term vision for the country's digital transformation. Amazon has announced plans to invest an additional $13 billion in artificial intelligence (AI) and cloud infrastructure in India by 2030, taking its total planned investment in expanding and supporting AI and cloud infrastructure in the country to more than $21 billion between 2026 and 2030. The announcement was made after Amazon CEO Andy Jassy met Prime Minister Narendra Modi, where he reiterated the company's long-term commitment to India and outlined its plans to deepen investments across cloud computing, AI, ecommerce, logistics and digital skilling. The latest commitment positions Amazon among the largest global investors in AI and cloud infrastructure in India. The investment will be used to expand Amazon Web Services' (AWS) data centre capacity in Mumbai and Hyderabad, enabling startups, enterprises and government organisations to access advanced AI and cloud technologies, including custom AI chips, managed AI services, developer tools and secure cloud infrastructure. The move comes at a time when India is emerging as a key market in the global AI race, with technology companies ramping up investments to support growing demand for AI workloads and cloud services. Amazon's India investment crosses $88 billion With the new commitments, Amazon's cumulative investments in India between 2010 and 2030 will exceed $88 billion. The company said it plans to invest a total of $48 billion through 2030 to expand and support its businesses in the country. Jassy said India remains one of Amazon's most important growth markets, with strong momentum across ecommerce, AI and cloud businesses. "We came to India over a decade ago and have since been serving customers, sellers, developers, start-ups and enterprises through our different businesses. The response has been tremendous, with strong growth especially across our ecommerce, AI, and cloud businesses," Jassy said. "As we grow Amazon in India, our business priorities continue to align with India's priorities of democratizing access to AI, digitising small businesses, creating jobs, and enabling exports," he added. Amazon said it has digitised 12 million small businesses since entering India, enabled more than $20 billion in cumulative ecommerce exports and supported 2.8 million jobs. The company has also trained over 10 million Indians in cloud skills. By 2030, Amazon aims to support 3.8 million jobs, enable $80 billion in cumulative exports, extend AI benefits to 15 million small businesses and provide AI education to 4 million government school students. Expanding ecommerce and quick commerce network Alongside investments in technology infrastructure, Amazon plans to continue expanding the operations network supporting its ecommerce and quick commerce businesses. The company said it will launch more than 20 new fulfilment centres and over 100 new last-mile delivery stations this year. The expansion is expected to improve delivery speeds and reliability across the country, particularly in tier-III and tier-IV cities. Amazon said it is witnessing increasing demand from smaller cities, with 85% of new customers and more than 65% of orders now coming from tier-II and tier-III markets. The company also highlighted the growth of its Prime membership programme, with over 70% of new Prime members coming from non-metro cities. Sammaan programme for delivery associates Amazon India also announced 'Sammaan', a welfare programme aimed at supporting thousands of delivery associates working across its logistics network. The initiative will include scholarships for associates' children, access to government welfare and financial inclusion programmes, insurance coverage, road safety measures and other support services. As part of the programme, Amazon plans to expand its Ashray rest centres to 250 locations this year, making them accessible to delivery associates across the industry. The company said a portion of its recently announced $300 million investment in operations and associate well-being will be directed towards scaling these initiatives. Focus on AI-led growth Amazon said the additional AI and cloud investment will strengthen AWS infrastructure in India and provide customers access to technologies such as Trainium AI chips and Amazon Bedrock. Hundreds of thousands of enterprises, startups and government agencies already use AWS in India, including organisations such as the National Health Authority, Government e-Marketplace, Apollo Tyres, Delhivery, Physics Wallah, Axis Bank and HDFC Bank. The company said the investments are aligned with India's priorities around AI-led digitisation, job creation and export growth, as it seeks to play a larger role in the country's digital transformation. "We are inspired by Prime Minister Modi's vision of a Viksit and Atmanirbhar Bharat, and we are committed to being a long-term partner in India's growth story," Jassy said.

Amazon will now invest $48 Billion in India by 2030

Amazon CEO Andy Jassy met with Prime Minister Narendra Modi in New Delhi today to reaffirm the company's long-term commitment to India. During the meeting, Jassy outlined an expansive investment strategy totaling $48 billion or 4.53 lakh crore between 2026 and 2030, bringing Amazon's cumulative investments in the country since 2010 to over $88 billion. Last year the company announced plans to invest $35 billion across all its businesses through 2030. The discussions centered around aligning Amazon's growth with government priorities, focusing specifically on artificial intelligence (AI) digitization, export expansion, and job creation. Expanding AI and Cloud Infrastructure A major component of the newly announced capital is an additional $13 billion investment dedicated strictly to AI and cloud infrastructure by 2030. This addition elevates Amazon's total planned AI and cloud infrastructure spend to more than $21 billion for the 2026-2030 period. The capital will expand Amazon Web Services (AWS) data center capacity within the existing Mumbai and Hyderabad regions. This expansion aims to provide localized data storage alongside advanced technical architecture, including: * Custom AI Hardware: Access to high-performance Trainium chips designed for training complex models. * Managed Services: Deployment tools like Amazon Bedrock, an engine for foundation models, alongside specialized tools like Amazon Kiro and Quick for building agentic AI workflows. * Enterprise Adoption: Expanded support for existing institutional clients using AWS workloads at scale, which include the National Health Authority, Government e-Marketplace, Axis Bank, HDFC Bank, Delhivery, and Physics Wallah. Logistics Expansion Amazon also detailed plans to scale its logistics framework to support both its standard e-commerce platform and its quick commerce operations. For the current year, the company plans to launch: * More than 20 new fulfillment centers. * Over 100 new last-mile delivery stations. The operational expansion emphasizes penetration into tier 3 and tier 4 cities to facilitate flexible delivery windows ranging from minutes and hours to next-day delivery. Key Performance Indicators and 2030 Pledges Amazon shared updated metrics on its domestic footprint alongside updated targets aligned with India's long-term economic goals through 2030:

Amazon to Invest Additional $13Bn in India to Expand AI and Cloud Footprint

Amazon CEO Andy Jassy today met Prime Minister Narendra Modi in New Delhi and immediately thereafter announced an additional $13 billion investment in the country towards expanding their AI and cloud footprint over the next five years. The fresh investment would fund the expansion of Amazon Web Services' datacentre capacity in Mumbai and Hyderabad, the company said in a statement. This is the third major investment announced by Amazon in India since 2023. The last time Jassy and Modi met, Amazon had announced an investment of $15 billion by 2030 which included $12.7 billion for AWS. Thereafter, in 2025, the company followed it up with a $35 billion commitment. Now Amazon's total investment commitments in India total $48 billion. The latest investment makes Amazon one of the largest global AI and cloud infrastructure investors in India, in addition to being the largest foreign investor in India, the largest enabler of ecommerce exports and one of the biggest job creators in the country. Amazon's cumulative investments in India from 2010-2030 stand at over $88 billion. The additional investments would be used by Amazon to expand datacentre capacity that would likely provide startups, enterprises and government organisations access to custom AI chips, managed AI services, secure and reliable cloud technologies and developer tools to innovate faster, scale rapidly, and serve customers globally, the statement said. Amazon's latest announcement follows a series of similar ones from global tech giants to expand their India footprint while working towards creating a major hub in the region for compute infrastructure required to power AI products and solutions. Last December, Microsoft had committed to invest $17.5 billion in the country by 2029 while Google had promised to invest $15 billion to build an AI hub and datacentre infrastructure in the southern city of Visakhapatnam. Responding to a message posted by Jassy via his X handle, Modi said, "a great meeting with Mr. Andy Jassy. I welcome Amazon's record $48 billion investment in India. This will create new opportunities for our youth. At the same time, it shows the growing interest across the world to invest in India." In his post, Jassy had earlier said, Amazon would invest $48 billion over the next five years that includes $21 billion in AI and cloud infrastructure. "By 2030, we plan to support 3.8 million jobs, enable $80 billion in e-comm exports, and bring benefits of AI to 15 million small businesses and 4 million government school students." Amazon also revealed plans to expand its investments in the domestic retail and logistics network. It plans to add 20 fulfilment centres and more than 100 last-mile delivery stations in 2026 while also expanding its quick commerce service to more than 300 cities and towns. The move is aimed at cornering a larger share of India's quick commerce market where older entities such as Blinkit, Swiggy Instamart, Zepto, the Tata-owned Big Basket and Flipkart are major players. Earlier this week, Flipkart had announced plans to start 1500 micro-fulfilment centres across India by 2026.

Amazon to Invest Additional $13 Billion in India by 2030

Amazon plans to spend an additional $13 billion in India by 2030 to expand and support artificial-intelligence and cloud infrastructure in the country. The planned outlay builds on the $35 billion investment across its businesses in India that was outlined in December, the U.S. tech company said Thursday. The latest investment will go toward expanding Amazon Web Services' data center capacity in Mumbai and Hyderabad, as well as giving startups, enterprises and government organizations access to custom AI chips, managed AI services, cloud technologies and developer tools, it said. Amazon also plans to launch more than 20 fulfillment centers and over 100 delivery stations across India this year, it said. "Through 2030, the company will focus on AI-led digitization, export growth, and job creation," it said. The company has committed to supporting 3.8 million jobs in India and $80 billion in cumulative exports. Amazon has earmarked more than $88 billion for investments in India from 2010 to 2030. India has drawn tens of billions of dollars from major technology companies this year, underlining its appeal as an AI and cloud hub.

Amazon to invest additional $13 billion in India cloud, AI

June 25 (Reuters) - Amazon said on Thursday it will invest an additional $13 billion by 2030 in India to expand its AI and cloud infrastructure. The new investment is in addition to its planned $35 billion funding announced last year, taking the e-commerce firm's investment in the country to $48 billion through 2030. The announcement follows a meeting between Amazon CEO Andy Jassy and Indian Prime Minister Narendra Modi on Thursday in New Delhi. "Shared that we're investing $48 billion over the coming five years, including $21+ billion in AI and cloud infrastructure," Jassy said in a post on social media platform X. The $13 billion investment will support AI and cloud infrastructure across the Mumbai and Hyderabad regions, the company said in a statement. Major U.S. tech firms have invested billions of dollars in India, underscoring the country's emergence as a strategic hub for cloud, AI and deep-tech growth. Microsoft has pledged a $17.5 billion investment in India for AI and cloud infrastructure, while Google has committed $15 billion over the next five years to build AI data centers. (Reporting by Abinaya V and Akanksha Khushi in Bengaluru; Editing by Saumyadeb Chakrabarty)