Amazon to invest $48 billion in India by 2030, adding AI and logistics capacity

Amazon says it will invest $48 billion in India by 2030, a move the company frames as both an expansion of its cloud and artificial intelligence (AI) capabilities and a further buildout of the logistics network that supports its retail and delivery operations.

In a company announcement published June 25, Amazon said the latest plan includes an additional $13 billion to expand and support AI and cloud infrastructure in India. It described the new spending as building on a separate $35 billion investment in India that it announced in 2025, bringing the cumulative total of Amazon’s India investments from 2010 to 2030 to more than $88 billion.

Beyond cloud and AI infrastructure, Amazon said it will launch more than 20 new fulfillment centers and over 100 new delivery stations across India during 2026. Fulfillment centers are large warehouses where items are stored and prepared for shipment, while delivery stations are smaller hubs that help move packages to local routes faster.

Amazon also cited its wider footprint in India beyond logistics, saying that since launching in the country it has digitized 12 million small businesses and supported 2.8 million jobs. The company did not break out what portion of those jobs are directly tied to its own operations versus broader employment it associates with its ecosystem, but it positioned the investment plan as part of that longer-term development effort.

The announcement lands as global technology companies continue to scale AI and cloud capacity in large markets, where demand for computing power and data services is growing quickly. For Amazon, the expansion is also operational. Its ability to deliver retail packages reliably depends on physical capacity and network density, which can become a competitive advantage as e-commerce usage deepens.

Amazon’s statement also tied the India investment to parallel regional infrastructure spending. The company said it is increasing investment in Spain to 33.7 billion euros to expand data center infrastructure and drive AI innovation across Europe.

In Asia-Pacific, Amazon said it is investing AU$750 million in a robotics fulfillment center in Australia, underscoring an emphasis on automation for warehouse operations. Amazon also said it is using Japan’s Shinkansen bullet trains to deliver packages, a reference to faster intercity logistics that can reduce time between major hubs.

On the product side, Amazon said its Alexa+ offering is launching in Italy. Alexa+ is Amazon’s upgraded voice assistant service, which the company described in its announcement as “authentically Italian” and powered by generative AI, referring to AI systems that can produce new content such as text or other responses rather than only selecting from predefined answers.

Still, the company’s announcement did not provide timing details for each India investment tranche, nor did it specify expected capacity targets, capital expenditure schedules beyond the overall commitments, or how much of the spending is earmarked for which data center sites. It also did not disclose any changes to job creation assumptions, employment numbers, or procurement commitments tied to local vendors, leaving some of the practical impacts to be clarified in future updates.

For investors and business watchers, the next key question is how quickly Amazon can translate the announced spending into measurable outcomes, including cloud service growth tied to AI workloads and improvements in delivery speed and coverage as fulfillment centers and delivery stations come online. The company’s broader pattern, with new infrastructure in multiple regions and an AI-enhanced voice product expansion, suggests it will keep tying capital spend to both compute demand and the logistics network that supports customer orders.