Amazon $13B India AI investment through 2030, expands AWS

Amazon said it will invest an additional $13 billion to expand its AI and cloud footprint in India through 2030. The funds are intended to expand Amazon Web Services data center capacity in Mumbai and Hyderabad, and the company’s investment commitments in the country now total $48 billion.

What did Amazon announce?

Amazon announced an additional $13 billion to expand its AI and cloud footprint in India through 2030, earmarked specifically to increase AWS data center capacity in Mumbai and Hyderabad. The announcement followed a meeting between CEO Andy Jassy and Prime Minister Narendra Modi in New Delhi and is framed as part of a multi-year buildout.

Beyond the $13 billion for cloud infrastructure, the company said it is also investing in its domestic retail and logistics network. Amazon plans to open more than 20 fulfillment centers and over 100 last-mile delivery stations this year, and will expand its quick-commerce service Amazon Now to more than 300 cities and towns.

How does this compare to Amazon's prior India commitments?

This $13 billion is the third major public commitment Amazon has made for India in as many years: in 2023 the company said it would invest $15 billion by 2030, including $12.7 billion for Amazon Web Services, and it followed that with an over $35 billion commitment in December 2025. Combined, the company’s investment commitments in the country now total $48 billion.

Amazon did not provide a breakdown of how the total $48 billion will be deployed across its India businesses. The company and long-term tech investment announcements often include both capital and operating expenditures, the statement noted, rather than only new infrastructure spending.

How does this fit into wider industry investment in India?

Global cloud and tech firms are making large bets on India as a hub for computing infrastructure needed to power AI products: Microsoft said it would invest $17.5 billion in India by 2029, and Google said it would spend $15 billion to build an AI hub and data center infrastructure in the country. India has also attracted data center commitments from investors including AirTrunk, CPP Investments, Reliance Industries, and Adani Group.

New Delhi has introduced policy incentives to pull in that capital, including tax exemptions for foreign cloud providers on services sold overseas when workloads run from Indian data centers. That policy context is part of why multiple global and domestic players are announcing multi-billion dollar projects.

Why it matters

Amazon’s fresh $13 billion commitment deepens the company’s infrastructure footprint in a country that several major cloud players now view as strategic for AI compute. The scale of announced spending, and the fact that commitments now total $48 billion, signals that major providers expect both domestic and export-facing demand for cloud and AI services to grow. The push also ties into Amazon’s retail strategy: logistics expansions and a wider quick-commerce footprint position the company to compete more aggressively in India’s crowded consumer markets.

What to watch

Look for Amazon to publish more detail on how it will allocate the $48 billion across cloud, retail, logistics, and operating budgets, and for specific timelines and capacity targets for the new Mumbai and Hyderabad data centers. Also watch how competitors’ projects and New Delhi’s tax incentives shape where workloads are hosted and sold.