Amazon has announced a massive $48 billion investment plan for India through 2030, focusing on artificial intelligence, cloud infrastructure, e-commerce, and quick commerce. The commitment follows a June 2026 meeting between Amazon CEO Andy Jassy and Indian Prime Minister Narendra Modi in New Delhi.
More than $21 billion of the total will be directed toward AI and cloud infrastructure, with AWS expanding data center capacity in Mumbai and Hyderabad. Amazon plans to add fulfillment centers and last-mile delivery stations nationwide, targeting India’s rapidly growing digital economy. The company also intends to invest an additional $3 billion specifically in quick commerce by 2030, scaling its Amazon Now service to compete in the ultra-fast delivery segment.
The latest pledge includes a $13 billion top-up for AI and cloud announced in June, building on a previous $35 billion commitment across Indian businesses in 2025. AWS remains central to the strategy as Indian enterprises, startups, and government entities increase adoption of cloud computing and AI tools. Amazon will provide custom AI chips, managed AI services, and developer tools, along with support for local data storage to help organizations build AI applications within India’s cloud ecosystem.
Amazon’s cloud business is already showing strong momentum: AWS sales reached $42.2 billion in the second quarter of 2026, up 37% year over year, and the company’s AI business annual revenue run rate exceeded $25 billion. Jassy said the investment addresses strong demand across Amazon’s Indian operations and aligns with goals to digitize small businesses, create jobs, and boost exports.
On the retail front, Amazon plans to open more than 20 new fulfillment centers and over 100 last-mile delivery stations, with expanded capacity in smaller Indian cities. The quick-commerce push, reported by Reuters on September 24, 2026, intensifies competition in the minutes-delivery space. Amazon also targets bringing AI benefits to 15 million small businesses and providing AI education to 4 million government-school students by 2030. Cumulative investment in India is expected to exceed $88 billion through the end of the decade.
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