Amazon ups India bet with fresh $13B AI infrastructure investment

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Amazon on Thursday stated it could make investments a further $13 billion to develop its AI and cloud footprint in India by means of 2030.

The recent funding, introduced after Amazon CEO Andy Jassy met India’s Prime Minister Narendra Modi in New Delhi, will fund the enlargement of Amazon Internet Companies’ information heart capability in Mumbai and Hyderabad.

The announcement marks Amazon’s third main dedication for India in as a few years. In 2023, following a gathering between Jassy and Modi, the corporate stated it could make investments $15 billion by 2030, together with $12.7 billion for Amazon Internet Companies. It adopted that with an over $35 billion dedication in December 2025. The corporate’s funding commitments within the nation now complete $48 billion.

Amazon didn’t element how the overall $48 billion can be deployed throughout its India companies. Lengthy-term commitments by know-how corporations often embrace each capital and working expenditures, somewhat than solely new infrastructure spending.

Amazon’s announcement follows a wave of investments by international know-how corporations which might be betting that India will develop into a significant hub for the computing infrastructure wanted to energy synthetic intelligence merchandise. Microsoft stated in December it could make investments $17.5 billion in India by 2029, and Google stated in October it could spend $15 billion to construct an AI hub and information heart infrastructure within the nation.

India has additionally attracted billions of {dollars} in commitments for information heart initiatives from traders together with Australia’s AirTrunk, Canada Pension Plan Funding Board’s CPP Investments, and home conglomerates Reliance Industries and Adani Group.

New Delhi has sought to draw extra funding by means of coverage incentives, together with tax exemptions for international cloud suppliers on companies offered abroad if these workloads are run from Indian information facilities.

Amazon can be investing in its home retail and logistics community. The corporate plans to open greater than 20 achievement facilities, and over 100 last-mile supply stations this yr, and this week it detailed plans to develop its quick-commerce service, Amazon Now, to greater than 300 cities and cities within the nation.

The enlargement comes as Amazon seeks to realize floor in India’s crowded fast commerce market, the place it competes with Everlasting-owned Blinkit, Swiggy’s Instamart, Zepto, and Walmart-owned Flipkart. Earlier this week, Flipkart stated it plans to open 1,500 micro-fulfillment facilities throughout the nation by the top of 2026.

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