Amazon reportedly plans $3 billion quick-commerce investment by 2030

More warehouses closer to shoppers

The planned spending would expand Amazon Now's network of small neighborhood warehouses, often called dark stores, so popular goods can be stocked near customers and dispatched quickly. Reuters' sources also described investment in inventory-management software, AI-based demand forecasting and a wider product range focused on frequently reordered daily essentials.

One source said Amazon is targeting about 1,300 stores by April 2027, up from roughly 750. That expansion would still leave the company chasing rivals that established their delivery networks earlier.

Datum Intelligence estimates that Amazon holds 6.2% of India's quick-commerce market. Domestic leaders Blinkit, Swiggy and Zepto together control 77% and operate more than 4,500 stores, while Walmart-owned Flipkart has more than 1,000 stores and an 11% share.

A fast-growing market with limits

India's $19 billion quick-commerce market could more than double to $41 billion by 2030, according to Datum. Its growth has changed how urban shoppers buy groceries, electronics and other goods that previously arrived through conventional e-commerce delivery.

The speed has also raised concerns about rider safety. India's government told companies in January to stop promoting “10-minute” delivery, reflecting pressure over incentives that can encourage risky trips. Amazon also operates under the country's restrictions on foreign e-commerce companies and continues to contest antitrust allegations involving preferential treatment for selected sellers.

The $3 billion figure remains a reported internal plan, not an announced budget. What Amazon has confirmed is the service's sales momentum; the scale and timing of the expansion still depend on a strategy the company has not publicly detailed.