source: techcrunch ai: amazon ups india bet with fresh $13b ai infrastructure investment
level: business
amazon will invest an additional $13 billion to grow its ai and cloud operations in india by 2030. the announcement came after ceo andy jassy met prime minister narendra modi in new delhi. the money will expand aws data center capacity in mumbai and hyderabad. this is amazon's third major india commitment in three years, following $15 billion in 2023 and over $35 billion in december 2025. the company did not say how the total $48 billion would be split across its businesses.
the move is part of a wider push by global tech firms betting on india as a key hub for ai computing infrastructure. microsoft said in december it would invest $17.5 billion by 2029, and google in october pledged $15 billion for an ai hub and data centers. india has also drawn billions from investors like airtrunk, cpp investments, reliance industries, and adani group. the government offers tax breaks for foreign cloud providers running overseas workloads from indian data centers.
amazon is also expanding its retail and delivery network in india. it plans to open more than 20 fulfillment centers and over 100 last-mile delivery stations this year. its quick-commerce service, amazon now, will reach over 300 cities and towns. this puts it in direct competition with blinkit, instamart, zepto, and flipkart. flipkart earlier said it would open 1,500 micro-fulfillment centers by the end of 2026.
why it matters: the investment signals growing demand for ai compute in india and may influence where global ai workloads are processed.
source: techcrunch ai: amazon ups india bet with fresh $13b ai infrastructure investment