Amazon invests $13B more in India AI infrastructure
▼ Summary
– Amazon announced an additional $13 billion investment in India by 2030 to expand its AI and cloud infrastructure, specifically AWS data centers in Mumbai and Hyderabad.
– This brings Amazon’s total investment commitments in India to $48 billion, following prior pledges of $15 billion in 2023 and over $35 billion in December 2025.
– The investment is part of a broader trend of global tech companies betting on India as an AI hub, with Microsoft and Google also committing $17.5 billion and $15 billion, respectively.
– Amazon plans to expand its domestic retail and logistics network by opening over 20 fulfillment centers, 100 last-mile delivery stations, and expanding its quick-commerce service, Amazon Now, to over 300 cities.
– India is attracting data center investments from other firms like AirTrunk, CPP Investments, Reliance Industries, and Adani Group, supported by policy incentives such as tax exemptions for foreign cloud providers.
Amazon has unveiled plans to invest an additional $13 billion in India by 2030, focusing on expanding its AI and cloud infrastructure footprint across the country. The announcement, made Thursday, follows a meeting between Amazon CEO Andy Jassy and India’s Prime Minister Narendra Modi in New Delhi.
The fresh capital will be directed toward scaling Amazon Web Services (AWS) data center capacity in the key hubs of Mumbai and Hyderabad. This marks the company’s third major financial pledge to India in as many years. In 2023, following a prior Jassy-Modi meeting, Amazon committed $15 billion by 2030, with $12.7 billion earmarked for AWS. That was followed by a $35 billion commitment in December 2025. Cumulatively, Amazon’s investment promises in India now total $48 billion.
Amazon did not specify how the full $48 billion would be allocated across its various India operations. As is typical with long-term corporate pledges, these figures often encompass both capital and operating expenditures, rather than representing purely new infrastructure spending.
This latest move aligns with a broader wave of investment from global tech giants betting on India as a future hub for the computing power essential to artificial intelligence products. Microsoft announced a $17.5 billion investment in India by 2029 last December, and Google committed $15 billion in October to build an AI hub and data center infrastructure. Other investors, such as Australia’s AirTrunk, Canada Pension Plan Investment Board’s CPP Investments, and domestic conglomerates Reliance Industries and Adani Group, have also pledged billions for Indian data center projects.
The Indian government has encouraged this influx with policy incentives, including tax exemptions for foreign cloud providers on services sold overseas, provided those workloads are run from Indian data centers.
Beyond cloud and AI, Amazon is doubling down on its domestic retail and logistics network. The company plans to open more than 20 fulfillment centers and over 100 last-mile delivery stations this year. This week, it also detailed plans to expand its quick-commerce service, Amazon Now, to more than 300 cities and towns across the country.
The expansion comes as Amazon battles for market share in India’s fiercely competitive quick-commerce sector, going up against players like Eternal-owned Blinkit, Swiggy’s Instamart, Zepto, and Walmart-owned Flipkart. Earlier this week, Flipkart announced its own plan to open 1,500 micro-fulfillment centers nationwide by the end of 2026.
(Source: TechCrunch)