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:
| Metric Economy / Target Area | Achieved to Date (2026) | Target Pledges (Through 2030) |
| Small Business Digitization | 12 million businesses | 15 million businesses enabled with AI |
| Cumulative E-commerce Exports | Over $20 billion | $80 billion |
| Employment Supported | 2.8 million jobs | 3.8 million jobs |
| Skills & Education | 10 million trained in cloud skills | 4 million government school students with AI education |