Chief Executive Officer of the world’s largest e-commerce company Amazon Andy Jassy,, arrived in India this week on his first visit to the country signalling unmistakably that India is central to Amazon’s next phase of global growth.
He succeeded founder Jeff Bezos in 2021.
Jassy met Prime Minister Narendra Modi in New Delhi and announced plans to invest a total of $48 billion in India between 2026 and 2030, taking Amazon’s cumulative commitment to the country since 2010 to over $88 billion.
The investment will expand AWS data centre capacity in Mumbai and Hyderabad, giving startups, enterprises, and government organisations access to custom AI chips, managed AI services, and developer tools to innovate and scale.
Jassy kicked off his India itinerary in Mumbai, visiting an Amazon Now micro-fulfilment centre and spending time with delivery associates and logistics partners who collectively serve hundreds of thousands of customers every day.
Amazon Now, the company’s ultra-fast delivery service, is its fastest-growing e-commerce business unit in India, with Amazon announcing plans to expand the service to customers across more than 300 cities nationwide.
Amazon Now currently serves over 50 million customers across more than 15 metro and non-metro cities including Bengaluru, Delhi-NCR, Mumbai, Pune, Hyderabad, Amritsar and Kochi, with Prime members tripling their shopping frequency after adoption.
To support the logistics backbone of this expansion, Amazon plans to launch more than 20 new fulfilment centres and over 100 new last-mile delivery stations this year, with a specific focus on Tier 3 and Tier 4 cities.
Amazon introduced ‘Sammaan’ during the visit — a dedicated welfare programme for delivery associates covering upgraded health and life insurance, education scholarships for their children, on-road safety measures, and expansion of Ashray rest centres to 250 locations this year.
Jassy also met startup founders working across voice technology, robotics, edtech, health tech and digital public infrastructure, reinforcing Amazon’s intent to be the cloud and AI layer powering India’s indigenous innovation ecosystem.
Looking ahead to 2030, Amazon has set targets to support 15 million small businesses with AI capabilities, provide AI education to four million government school students, and grow cumulative exports through Indian sellers to $80 billion.
Editor’s Note
Andy Jassy’s India visit is not a courtesy call — it is a carefully choreographed declaration of competitive intent, timed precisely when quick commerce is the most contested battleground in Indian retail.
The USD 48 billion commitment is the headline, but the real story is structural: Amazon is simultaneously building logistics muscle across 300-plus cities, AWS data centre depth in Mumbai and Hyderabad, and a welfare ecosystem for its last-mile workforce — all at once, and all at scale.
India’s retail industry should read this visit clearly — a global hyperscaler with deep pockets has decided that quick commerce, AI infrastructure and seller-led exports are the three pillars of its India endgame, and it has just nailed its colours firmly to the mast.
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