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Quick Take: |
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| The Stat | Hyderabad: #1 largest Amazon office outside the US. Bengaluru: #2 largest Amazon single-building campus globally. Both in India. |
| The Investment | $75 Bn (~Rs 6.8 trillion) committed to India by 2030. $40 Bn already deployed. $35 Bn more incoming. |
| The Jobs | 3.8 million direct, indirect, and seasonal jobs targeted by 2030. 120,000+ already employed directly. |
| The Exports | $80 Bn in cumulative e-commerce exports from India targeted by 2030 — 4x current levels. |
| What’s Next | 15 million small businesses to receive AI tools. Full $35 Bn deployment across data centres, logistics, and AWS. |
Amazon’s largest office outside the United States is in Hyderabad. Its second-largest single-building corporate campus in the world opened on February 23, 2026 — in Bengaluru. Both in India. Neither in Seattle, New York, or London.
The Bengaluru campus spans 1.1 million sq ft across 12 floors, seats 7,000 employees, and sits on a 5-acre site that Amazon built from the ground up. It is not a back-office. Amazon SVP David Zapolsky confirmed the campus houses teams that ‘power mission-critical services across North America, Europe, the Middle East, Latin America, and Asia-Pacific.’
Behind both buildings is a number: $75 Bn (~Rs 6.8 trillion) — Amazon’s total India investment commitment by 2030. $40 Bn has already been spent. $35 Bn more is incoming.
This signals India’s transition from Amazon’s largest international growth market to its primary international infrastructure market. With $75 Bn committed, 3.8 million jobs targeted, and $80 Bn in exports enabled, India is now Amazon’s most capital-intensive strategic bet — bigger than Europe, bigger than Japan.
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StartupFeed Insight |
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| What the numbers say | India is not Amazon’s largest market by revenue — the US still commands that. But it is now Amazon’s largest market by physical presence, headcount outside North America, and long-term capital commitment. That gap between current revenue rank and investment rank is the signal: Amazon is pre-building for a consumer market it expects to be worth $1 trillion by 2030. |
| For founders | Amazon’s $75 Bn creates a rising tide: AWS credits are expanding, the Global Selling programme now targets $80 Bn in exports, and 15 million small businesses are getting AI tools. Apply for Amazon Launchpad or Global Selling now — the window to ride the infrastructure build is open. |
| For investors | 900 GCCs in Karnataka alone means Grade-A office real estate, enterprise SaaS serving global teams, and talent supply chains are all structurally undersupplied. Industrial REIT, SaaS-for-GCCs, and logistics infra are the three high-conviction sector bets this creates. |
| For employees | Amazon is hiring heavily in Bengaluru and Hyderabad even as it cuts 500–700 roles in support functions. The roles being added are product, ML, and systems engineering. If you are in a support function at any tech company, retrain toward product or AI — the rebalancing is structural, not cyclical. |
| Our prediction | Amazon India’s annual revenue will cross $15 Bn by FY28, making India its second-largest market after the US — ahead of Germany and Japan. The Bengaluru campus will become Amazon’s de facto APAC headquarters within 36 months of opening. Watch for a senior India-based executive joining Amazon’s global leadership team by end of 2026. |
The Two Campuses: What Makes Them World-Class
| Campus | Rank | Size | Key Detail |
|---|---|---|---|
| Hyderabad, Nanakramguda | #1 outside the US · #1 in Asia | N/A (multi-building campus) | Largest Amazon office outside US; opened 2019 |
| Bengaluru, Karnataka | #2 globally (single building) | 1.1 Mn sq ft · 12 floors | 7,000 seats; opened Feb 23, 2026; 5-acre campus |
| Seattle HQ (for comparison) | #1 globally (aggregate) | Multiple buildings | Doppler, Day One, and Spheres — multi-building complex |
| New York (for comparison) | Major US hub | Hudson Yards campus | Not in top 2 globally for single-building scale |
The Bengaluru campus took five years to build. It is not Amazon’s only Bengaluru office — the company has multiple sites across the city — but it is their largest single-building footprint anywhere in Asia. The Hyderabad campus at Nanakramguda, operational since 2019, is the global benchmark against which every Amazon international office is measured.
Karnataka’s 900+ Global Capability Centres collectively employ more than a million people. Amazon’s two India campuses are the physical expression of why Bengaluru and Hyderabad now compete directly with Seattle and Austin for Amazon’s next generation of product and engineering leadership.
The $75 Billion Commitment — What It Covers
| Metric | Detail |
|---|---|
| Total commitment (by 2030) | $75 Bn (~Rs 6.8 trillion) — announced Dec 10, 2025, Smbhav Summit, New Delhi |
| Already invested (cumulative) | $40 Bn — deployed across logistics, AWS, retail, offices, and data centres |
| Remaining commitment | $35 Bn — to be deployed across FY26–FY30 |
| Jobs targeted by 2030 | 3.8 million — direct, indirect, induced, and seasonal |
| Current direct India employees | 120,000+ across corporate, tech, logistics, and customer service roles |
| E-commerce export target | $80 Bn cumulative by 2030 — from ~$20 Bn currently (4x) |
| Small businesses digitised | 12 million already; 15 million target by 2030 — via Amazon India marketplace + AI tools |
| Data centres (India) | Hyderabad, Mumbai, and Pune regions — AWS Asia Pacific (Hyderabad) operational since 2022 |
| Karnataka footprint | 10 corporate offices + 7 fulfillment centres + 3 sorting centres + 130+ delivery stations |
What Amazon Says
“India has an incredible opportunity ahead. Amazon is committed to investing $15 billion in India between 2026 and 2030 — investments that will create jobs, build skills, and help Indian businesses thrive in the digital economy.”
— Andy Jassy, CEO, Amazon — Amazon Smbhav Summit, New Delhi
Jassy’s framing is deliberate: the $15 Bn headline from the Smbhav Summit refers to the incremental 2026–2030 tranche, on top of the $40 Bn previously deployed. The $75 Bn total is the cumulative figure that most coverage has adopted. What Jassy did not say — but the Bengaluru campus says for him — is that Amazon is no longer treating India as a support hub. It is treating it as a build centre.
The Paradox: 500 Layoffs AND a Mega Campus — Both True
| The Cuts | The Build | |
|---|---|---|
| What | 500–700 India employees (Jan–Feb 2026) | Bengaluru campus: 7,000 seats opened Feb 23, 2026 |
| Why | AI replacing support functions; post-pandemic headcount reset | Long-term India market infrastructure build |
| Roles affected | SDE support, HR, AWS ops, retail functions | Product engineers, ML, systems, cloud architects |
| Global context | Part of 16,000 global cuts — Amazon still 1.5 Mn employees | $75 Bn India commitment unchanged |
| Net effect | ~0.5% of India headcount reduced | Capacity for 7,000+ new seats added in one campus |
Amazon laid off 500 to 700 India employees between January and February 2026 — part of a 16,000-person global restructuring. The roles cut are AI-replaceable: support engineering, HR operations, and retail analytics. The campus opened to seat 7,000 product and technology builders.
These are not contradictory decisions. They are two separate capital allocation choices by two separate functions within Amazon. One is optimising the cost base for the AI era. The other is pre-building the talent infrastructure for the decade of Indian consumer growth that Amazon’s $75 Bn is predicated on.
India’s GCC Boom: The Infrastructure That Made This Possible
| GCC Metric | Detail |
|---|---|
| GCCs in Karnataka | 900+ Global Capability Centres — data per Karnataka Minister MB Patil, Feb 23, 2026 |
| GCC employees in India | ~1.9 million as of 2025 — projected 2.5 million by 2030 (NASSCOM) |
| GCC new office space (FY25) | ~55 million sq ft absorbed — India’s commercial real estate driven 35%+ by GCCs |
| Amazon India GCC role | Bengaluru teams build products used in North America, Europe, Middle East, Latin America, APAC — per David Zapolsky, Amazon SVP |
| Top GCC cities | Bengaluru #1 · Hyderabad #2 · Pune #3 · Chennai #4 — all hosting multiple Amazon facilities |
Every Global Giant Is Betting on India Right Now
| Company | India Investment | Announced | What It Funds |
|---|---|---|---|
| Amazon | $75 Bn by 2030 | Dec 10, 2025 | Logistics, AWS, retail, data centres, offices |
| Microsoft | $17.5 Bn (2026–29) | Dec 9, 2025 (Nadella) | AI data centres, cloud, skilling — largest Microsoft Asia investment |
| $15 Bn (2026–30) | Dec 2025 | Data centres (Andhra Pradesh 1 GW), AI, Maps, Workspace | |
| Brookfield | $100 Bn+ | Dec 2025 | Infrastructure, renewable energy, real estate — not tech |
| Apple | Manufacturing expansion | Ongoing 2025–26 | iPhone manufacturing in Tamil Nadu via Foxconn/Tata |
Amazon, Microsoft, and Google together have committed $67.5 Bn to India since October 2025 — a figure reported by the Washington Post after three December announcements that took the market by surprise in their simultaneity. The combined investment, made within 90 days, is the clearest evidence yet that this is not a coincidence of timing. It is a coordinated recognition that India’s next decade is the world’s highest-conviction emerging market bet.
Who Should Be Watching
| Player | Why This Matters |
|---|---|
| Flipkart / Walmart India | Amazon’s Bengaluru mega-campus positions it for product and tech parity with Flipkart on home ground. 7,000 engineers in one building compounds faster than a distributed team. Walmart India should expect Amazon to accelerate feature velocity in 2026 that rivals cannot match from distributed campuses. |
| Meesho / Shopify India | Amazon’s 15 million small business AI commitment is a direct threat to the MSME commerce platforms that have grown in Amazon’s blind spots. If Amazon’s AI tools for small sellers outperform Meesho’s seller tools, the D2C and MSME seller migration story starts to reverse. |
| Tata Group / Reliance Retail | Both are building physical + digital retail simultaneously. Amazon’s $75 Bn positions it to undercut both on logistics cost and delivery speed — it now has 130+ last-mile stations in Karnataka alone. Watch for Amazon Fresh and Amazon Now expanding aggressively into Tier 2 cities in FY27. |
| GCC talent market (founders) | 7,000 Amazon engineers in one building in Bengaluru competes directly for talent with Infosys, Wipro, and every B2B SaaS startup in the city. Salaries in the 8–15 LPA band will firm up. Early-stage founders should plan for a 15–20% compensation benchmark increase in Bengaluru engineering hiring in FY27. |
| AWS competitors (Azure / Google Cloud) | Amazon’s India data centre investments directly support AWS growth, which competes with Microsoft Azure and Google Cloud for the Indian enterprise cloud market. Each of the three has now announced $15 Bn+ in India investment — the cloud infrastructure war in India will be fought at data centre build speed and pricing. |
What’s Next
The $35 Bn remaining commitment will be deployed between 2026 and 2030. The largest tranches are expected in cloud infrastructure (new AWS availability zones), logistics (next-day delivery to 500+ cities), and AI tools for small businesses. The 15 million small business AI target is the most watched — it directly competes with Meesho, Shopify India, and every MSME commerce enablement platform.
Our prediction: Amazon India’s annual revenue will cross $15 Bn by FY28 — positioning India ahead of Germany and Japan as Amazon’s second-largest market globally. Within 36 months of the Bengaluru opening, a senior Amazon executive based in India will carry a P&L that outranks Amazon’s Europe VP role. The two campuses are not the destination. They are the foundation.
What will you watch first — the $35 Bn deployment or the talent shift in Bengaluru? Tell us at @StartupFeed_official
