NEW DELHI (Realist English). American tech giant Amazon has become the largest foreign investor in India’s artificial intelligence sector.
On June 25, company CEO Andy Jassy, during a meeting with Prime Minister Narendra Modi in New Delhi, announced an increase in investments in the country to $48 billion for the period from 2026 to 2030.
The additional $13 billion, which will be directed primarily toward Amazon Web Services (AWS), cloud infrastructure and AI, marks the second major investment in the last six months — in December 2025, the company had already announced $35 billion in investments.
Thus, Amazon’s total investment in India from 2010 to 2030 will exceed $88 billion.
Betting on AI and Cloud Infrastructure
Of the total $48 billion, more than $21 billion will be allocated to AI and cloud infrastructure development between 2026 and 2030. The funds will go toward expanding AWS data centres in Mumbai and Hyderabad.
As Jassy noted in an interview with CNBC-TV18, “the pace of AI growth in India is truly impressive.” According to him, in the first three years of developing the AI division at AWS, its annual turnover reached $15 billion — 260 times more than at AWS’s launch twenty years ago.
The new infrastructure will provide startups, enterprises and government organisations with access to specialised AI chips, managed AI services, cloud technologies and developer tools.
Among AWS’s clients in India are the National Health Authority, Government e-Marketplace, Apollo Tyres, Axis Bank, HDFC Bank and others.
Social Commitments and Job Creation
In addition to technology investments, Amazon has taken on extensive social commitments. By 2030, the company plans to:
- support 3.8 million jobs within its ecosystem;
- generate $80 billion in cumulative exports through e‑commerce;
- bring AI benefits to 15 million small businesses;
- train 4 million public school students across the country in AI basics.
Jassy said: “As we grow in India, our business priorities continue to align with India’s priorities — democratising access to AI, digitising small businesses, creating jobs and driving exports.” He also noted that the company is inspired by “Prime Minister Modi’s vision of Viksit and Atmanirbhar Bharat (developed and self‑reliant India).”
Amazon is also actively expanding its logistics network in India: this year, the company will open more than 20 new fulfilment centres and 100 new last‑mile delivery stations.
Tech Giants’ Race for India
Amazon’s investment is part of a broader trend in which the world’s largest technology companies are vying for a share of India’s rapidly growing AI market. Other significant commitments include:
- Microsoft announced in December 2025 investments of $17.5 billion in AI and cloud infrastructure in India for 2026–2029;
- Google plans to spend $15 billion by 2030 to create an AI hub in the country;
- OpenAI signed its first data centre hosting deal with Indian company Tata Consultancy Services;
- Meta announced plans to build its first data centre in India in Gujarat state in partnership with Reliance.
Prime Minister Modi commented on the Amazon deal on X, noting that it “shows the growing global interest in investing in India.”
Amazon has not only cemented its status as the largest foreign investor in India’s AI sector but has also outlined long‑term social and economic goals.
Amid fierce competition with Microsoft, Google, OpenAI and Meta, and with the support of the Indian government, which is implementing the national IndiaAI mission, the country is rapidly becoming a key player in the global AI industry.
