Amazon CEO Andy Jassy met Prime Minister Narendra Modi in New Delhi on 25 June and announced a total investment of $48 billion in India between 2026 and 2030, spanning e-commerce, artificial intelligence, cloud infrastructure, and entertainment. The commitment marks one of the largest single-country investment pledges by a global technology company in India's history.

AI and Cloud at the Core

Of the $48 billion total, Jassy announced an additional $13 billion earmarked specifically for expanding AI and cloud infrastructure in India by 2030. This brings Amazon's total planned AI and cloud outlay to over $21 billion between 2026 and 2030 — positioning the company as one of the largest global investors in this segment in the country.

The funds will be deployed to expand AWS data centre capacity in Mumbai and Hyderabad, giving startups, enterprises, and government organisations access to custom AI chips, managed AI services, and developer tools. The stated aim is to help Indian businesses innovate faster, scale rapidly, and reach global customers.

What Amazon Has Built in India So Far

Since entering India over a decade ago, Amazon has digitised 12 million small businesses, enabled over $20 billion in cumulative e-commerce exports, and supported 2.8 million jobs. The company has also trained over 10 million Indians on cloud skills. Amazon's cumulative investments in India from 2010 to 2030 are projected to exceed $88 billion.

'We came to India over a decade ago and have since been serving customers, sellers, developers, start-ups and enterprises through our different businesses. The response has been tremendous, with strong growth especially across our ecommerce, AI, and cloud businesses,' Jassy said.

Pledges Aligned With Government Priorities

In remarks that echoed the Centre's Viksit Bharat and Atmanirbhar Bharat frameworks, Jassy said the company is 'inspired by Prime Minister Modi's vision' and committed to being a long-term partner in India's growth. Amazon has pledged to support 3.8 million jobs, $80 billion in cumulative exports, AI benefits for 15 million small businesses, and AI education for 4 million government school students.

Notably, the jobs and export targets represent a significant step-up from current figures — more than doubling the existing employment footprint and quadrupling the export base.

What Comes Next

With AWS data centre expansions in Mumbai and Hyderabad as the near-term anchor, the investment timeline runs through 2030 and will be tracked against India's broader digital infrastructure build-out. This comes amid intensifying competition among global cloud providers — including Microsoft and Google — all of whom have made multi-billion-dollar India commitments in recent years. Amazon's scale of pledge, however, sets a new benchmark for the sector.