Amazon has joined other tech giants in announcing big plans for its India business.

Amazon CEO Andy Jassy today met Prime Minister Narendra Modi in New Delhi and announced that the company will invest $48 billion in India between 2026 and 2030. The figure comes after Amazon announced a $35 billion investment in December 2025, with an additional $13 billion now earmarked specifically for expanding AI and cloud infrastructure — bringing the five-year total to $48 billion. Amazon’s cumulative investments in India from 2010 through 2030 stand at over $88 billion, making it the largest foreign investor in the country.

The $13 billion AI and cloud addition brings Amazon’s total planned spend on that segment alone to over $21 billion between 2026 and 2030. The funds will go toward expanding AWS data center capacity in Mumbai and Hyderabad, giving startups, enterprises, and government organizations access to custom AI chips — including high-performance Trainium chips — managed AI services through Amazon Bedrock, and developer tools. Hundreds of thousands of Indian enterprises, startups, and government agencies are already using AWS, including the National Health Authority, Government e-Marketplace, Apollo Tyres, Delhivery, Physics Wallah, Axis Bank, and HDFC Bank.

“As we grow Amazon in India, our business priorities continue to align with India’s priorities of democratizing access to AI, digitizing small businesses, creating jobs, and enabling exports. We are investing over $48 billion in the coming five years to meet the strong demand across our business in India and to help the country achieve these priorities,” Jassy said.

The visit — Jassy’s first to India since taking over as CEO from Jeff Bezos in 2021 — also included a major expansion announcement for Amazon Now, the company’s ultra-fast delivery service, which is being rolled out to more than 300 cities across India, up from the 15 cities it currently serves. Orders have doubled every quarter since launch, making it the fastest-growing business unit in Amazon India’s history. Beyond quick commerce, Amazon plans to launch more than 20 new fulfillment centers and over 100 new last-mile delivery stations this year, targeting faster delivery to tier 3 and 4 cities. Amazon also recently opened its second-largest office in Asia in Bengaluru — a 12-storey, 1.1 million sq ft campus housing over 7,000 employees.

The company also announced ‘Sammaan,’ a welfare program for its delivery associate network, funded in part from a broader $300 million investment in operations and associate well-being. The program covers education scholarships for associates’ children, government benefit access, financial inclusion programs, comprehensive insurance, and on-road safety measures. Amazon will expand its Ashray air-conditioned rest centers to 250 locations this year, open to delivery associates across the industry.

By 2030, Amazon has pledged to support 3.8 million jobs, enable $80 billion in cumulative ecommerce exports, bring AI benefits to 15 million small businesses, and provide AI education to 4 million government school students. The company has also trained over 10 million Indians on cloud skills to date.

India Has Become The Biggest Tech Investment Destination Outside The US

The Amazon announcement is the latest in a long line of major commitments that global tech companies have made to India over the past year. The scale and pace of these pledges has been remarkable.

Google was among the first to set the tone. In October 2025, the company announced a $15 billion investment over five years (2026-2030) to build what it described as its largest AI hub outside the United States — a gigawatt-scale data center campus in Visakhapatnam, Andhra Pradesh. The project includes a new international subsea cable gateway and large-scale clean energy infrastructure, and Google broke ground on the facility in April 2026.

A day before Amazon’s December 2025 announcement, Microsoft revealed a $17.5 billion commitment to India — its largest-ever investment in Asia, covering AI and cloud infrastructure, data centers, and skilling programs running from 2026 to 2029. The company is opening a new data center region in Hyderabad by mid-2026, with three availability zones. Microsoft’s commitment also has a public sector dimension: its Azure OpenAI Service is being integrated into the e-Shram and National Career Service platforms of India’s Ministry of Labour and Employment, extending AI capabilities to over 310 million informal workers.

AirTrunk, the Blackstone-backed Australian data center operator, has gone even further in raw numbers — pledging over $30 billion to build more than 5 gigawatts of digital infrastructure in India by 2030. OpenAI has reportedly been evaluating a 1GW data center in India and has already opened an office in New Delhi. Anthropic opened an India office in Bengaluru in 2026.

The cumulative scale of these commitments reflects something structural about where India sits in global AI strategy right now. The country offers a combination that few markets can match: a massive and fast-growing developer base, one of the world’s largest pools of internet and smartphone users, strong government backing for digital infrastructure, and a stated national ambition — Viksit Bharat — that aligns naturally with what these companies are building. For Amazon, Google, and Microsoft, India is no longer simply a growth market for existing products. It has become a primary venue for building and deploying AI at scale.

Amazon’s $48 billion commitment, spread across ecommerce, AI infrastructure, quick commerce, and cloud services, reflects the breadth of the company’s India footprint relative to its peers. Google and Microsoft are primarily building AI and cloud infrastructure. Amazon is doing that too — but it’s also competing in quick commerce, digitizing small businesses, enabling exports, and running one of the country’s largest logistics networks. Amazon.in today serves over 100 million customers and 1.7 million sellers, with 85% of new customers and over 65% of orders now coming from tier 2 and 3 cities. The quick commerce push alone — expanding Amazon Now to 300-plus cities — puts Amazon in direct competition with Zepto, Blinkit, and Swiggy Instamart in a segment that has seen explosive growth over the past two years.

Jassy has said that what Amazon learns building its delivery-in-minutes model in India is now being applied to scale similar services in the US and globally. India, in that sense, is functioning as a product laboratory as much as a market.