Amazon's Twin Bets: $13 Billion India Cloud Splurge Meets Robotaxi Production
Published on 06/25/2026 at 14:33 | Redaktion boerse-global.de
Andy Jassy's visit to New Delhi on Thursday yielded more than a diplomatic handshake. The Amazon CEO walked away with a commitment to double the company's already hefty Indian investment, adding $13 billion to its AI and cloud infrastructure plans through 2030. That brings the total earmarked for the country between 2026 and 2030 to $48 billion — Amazon's largest planned outlay in any single market.
The fresh capital will flow directly into AWS data centers in Mumbai and Hyderabad, giving startups, corporations, and government agencies access to proprietary AI chips, managed AI services, and secure cloud technology. Over the current decade, the AI and cloud portion alone totals more than $21 billion. Counting all investments in India since 2010, Amazon expects to exceed $88 billion by the end of the decade.
Physical Reach and Ultra-Fast Delivery
Cloud spending isn't the only expansion underway. Amazon plans to open over 20 new fulfillment centers and more than 100 delivery stations in 2026 alone. The real growth engine is "Amazon Now," its ultra-fast delivery service. Currently operating in more than 15 cities, it is slated to expand to over 300 cities, with the stated goal of building India's largest minute-level delivery network. The company reports that order volumes are doubling quarter over quarter.
A social program called "Sammaan" accompanies the logistics buildout, supporting delivery workers with education scholarships for their children, expanded insurance coverage, and road safety measures. Funding comes from part of a $300 million budget for operations and employee welfare. By 2028, Amazon also aims to deploy around 1,000 electric Eicher trucks.
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The targets for 2030 are ambitious: 3.8 million supported jobs, $80 billion in e-commerce exports, and AI training for 15 million small businesses plus 4 million students.
The Robotaxi Joins the Fray
Across the Pacific, Amazon's autonomous driving subsidiary Zoox has reached a different kind of milestone. Its revamped robotaxi is now production-ready. Manufacturing is set to begin shortly at its Hayward, California facility, which has the capacity to build up to 100 vehicles per week. The company aims for a rapid ramp-up, though regulatory approval is still pending.
The carriage-like cabin design remains, but engineers have refined it based on feedback from 500,000 test riders. Seats now offer more padding and ergonomic contours. New microphones and external speakers improve communication, while a fresh paint scheme makes the bidirectional vehicle's front and back instantly recognizable.
With this move to mass production, Amazon is taking direct aim at established players. Alphabet's Waymo currently dominates the autonomous ride-hailing market, and Tesla is pushing into the sector as well. A production-ready vehicle gives Amazon a tangible asset in this capital-intensive race.
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Cloud Profits Underwrite the Risk
For now, Zoox remains a financial footnote. Management has not disclosed specific revenue targets for the robotaxis. The core business, meanwhile, continues to deliver record results. First-quarter revenue rose 17 percent to $181.5 billion. Operating profit climbed to $23.9 billion, driven by AWS, where revenue surged 28 percent to $37.6 billion. International sales outside North America grew 19 percent to $39.8 billion. These highly profitable divisions bankroll the expensive bets on the future.
Stock Sentiment Takes a Reality Check
The twin announcements land against a backdrop of share price weakness. Trading at €205.80, Amazon's stock sits roughly 13.5 percent below its 52-week high of €238.05 reached in early May. Year-to-date gains are still about 6.5 percent, but the relative strength index has dropped to 40.5, signaling growing selling pressure in recent weeks. Investors appear to be taking a wait-and-see approach: both the India cloud ramp and the robotaxi rollout will need to demonstrate tangible revenue and profitability before the market assigns a premium. The next quarterly results will be the first test of whether the investment offensive is already leaving a mark on AWS growth rates.
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