Amazon's Andy Jassy unveils $48B India investment; quick commerce to expand to 300 cities

Amazon will invest an additional $48 billion (₹4.12 lakh) crore in India between 2026 and 2030 across artificial intelligence, cloud infrastructure, ecommerce, logistics and quick commerce, chief executive Andy Jassy announced on Thursday after meeting Prime Minister Narendra Modi in New Delhi.

The latest commitment includes ₹1.12 lakh crore towards expanding AI and cloud infrastructure by 2030, taking Amazon's planned investment in AI and cloud in India to more than ₹1.81 lakh crore during the five years. With this, Amazon's cumulative investments in the country between 2010 and 2030 will exceed ₹7.56 lakh crore.

Sharing a picture from the meeting with the Prime Minister, Jassy reiterated Amazon's long-term commitment to India and outlined the company's plans to deepen investments across cloud computing, AI, logistics infrastructure, exports, digital commerce and workforce development.

The announcement comes a day after Jassy unveiled Amazon's biggest expansion of its quick commerce business in India, with Amazon Now set to reach more than 300 cities, making it one of the company's fastest-growing businesses globally.

Amazon said order volumes for Amazon Now have doubled every quarter since launch. The company plans to build what it describes as India's largest "delivery in minutes" network, intensifying competition with Blinkit, Zepto, Swiggy Instamart and Flipkart Minutes.

Customers will gain access to tens of thousands of products deliverable within minutes or a few hours, over one million products eligible for same-day delivery and more than four million products available for next-day delivery.

To support the rapid expansion of both its e-commerce and quick commerce businesses, Amazon will launch more than 20 new fulfilment centres and over 100 last-mile delivery stations this year. The company said the expanded logistics network will improve delivery speed and reliability across the country, particularly in Tier-III and Tier-IV cities.

Alongside the infrastructure push, Amazon also launched Sammaan, a dedicated welfare programme for tens of thousands of delivery associates working across its ecommerce and quick commerce network. The initiative will focus on financial well-being, safety and social support for gig and logistics workers.

Amazon also outlined a broader set of commitments aligned with India's digital economy priorities. By 2030, the company aims to support 3.8 million jobs, enable cumulative ecommerce exports worth $80 billion exports (₹6.87 lakh crore), help 15 million small businesses leverage AI technologies and provide AI education to 4 million government school students.

The latest investment comes as global hyperscalers accelerate AI infrastructure deployment in India amid surging enterprise demand for generative AI applications, sovereign cloud capabilities and data centre capacity. Amazon's expanded commitment reinforces India's growing role in the company's global AI, cloud and digital commerce strategy while significantly strengthening its position across both enterprise technology and consumer retail