Amazon to Invest $35 Billion in India by 2030, Boosts AI Push After Microsoft

Amazon is ramping up its artificial intelligence ambitions in India, following Microsoft’s recent strategic push into the country’s rapidly growing AI ecosystem. The tech giant has announced plans to invest a massive $35 billion by 2030, signalling one of its biggest long-term commitments to India. The investment aims to accelerate cloud infrastructure, AI innovation, and digital transformation across key sectors, further strengthening India’s position as a global technology powerhouse.

Amazon Unveils $35 Billion Investment Plan for India Through 2030

Within hours of the high-profile meeting between Prime Minister Narendra Modi and Microsoft CEO Satya Nadella, where Microsoft pledged $17.5 billion towards India’s AI and cloud infrastructure, another US tech giant has stepped forward with a massive commitment.
Amazon announced that it would invest over $35 billion across its Indian operations by 2030, marking one of its largest long-term bets globally.

The Seattle-based e-commerce and cloud leader said that its India strategy will revolve around three core pillars — AI-driven digitisation, export growth, and job creation — alongside business expansion across sectors.

Amazon’s India Investment Plan Through 2030

Expanded Investment Beyond Earlier Commitments

Earlier this month, Amazon revealed a separate investment of $12.7 billion aimed at strengthening AI and cloud capabilities through new data centre infrastructure in Telangana and Maharashtra.
With the latest commitment, Amazon has raised its total planned investments to more than $35 billion through the end of the decade.

Cumulative Investments Since 2010

Amazon’s cumulative investments in India since its entry in 2010 now stand at $40 billion, which includes infrastructure development, employee compensation, and operational spending.

Its e-commerce marketplace began commercial operations in India in 2013, and since then Amazon has grown to become one of the largest online retail players in the country.

What Amazon Aims to Achieve by 2030

A company statement noted that the investments will help accelerate India’s digital growth.
“These investments are strategically aligned with India’s national priorities and will focus on expanding AI capabilities, enhancing logistics infrastructure, supporting small business growth and creating jobs.”

The focus clearly reinforces Amazon’s ambition to deepen its presence in India’s fast-evolving AI and tech ecosystem.

Key Announcements at Amazon Smbhav – AI, Jobs, and Exports

Amazon’s Vision for AI and Digital Inclusion

At the company’s annual MSME summit—Smbhav—Amit Agarwal, Senior VP, Emerging Markets, emphasised Amazon’s commitment to India’s digital journey.
He stated, “We are humbled to have been a part of India’s digital transformation journey over the past 15 years, with Amazon’s growth in India perfectly aligned with the vision of an Atmanirbhar and Viksit Bharat.”

He added that Amazon had built large-scale physical and digital infrastructure to support millions of small businesses, helping them sell globally and creating livelihoods across sectors.

Agarwal further said Amazon aims to “democratise access to AI for millions of Indians, create 1 million job opportunities, and quadruple cumulative ecommerce exports enabled to $80 billion by 2030.”

Strengthening Exports Through ‘Accelerate Exports’ Initiative

What the Programme Aims to Do

Amazon unveiled a new initiative—Accelerate Exports—a manufacturing-focused programme to help Indian entrepreneurs and manufacturers become successful global sellers.

Targeted Manufacturing Clusters

Under this programme, Amazon will conduct on-ground onboarding drives across more than 10 key manufacturing hubs, including:

• Tirupur

• Kanpur

• Surat

Amazon also announced a partnership with the Apparel Export Promotion Council of India to boost apparel exports.

Economic Impact of Amazon in India – Report Highlights

A new Economic Impact Report by Keystone Strategy, released at the Smbhav Summit, outlines the scale of Amazon’s contribution to India’s economy.

Major Highlights of the Report

• Digitised over 12 million small businesses

• Enabled $20 billion in cumulative e-commerce exports

• Supported approximately 2.8 million direct, indirect, induced and seasonal jobs in India (as of 2024)

Amazon’s 2030 Goals

The company aims to:

• Increase exports enabled to $80 billion

• Deliver “AI benefits to 14 million small businesses and hundreds of millions of shoppers”

• Provide AI education and career exposure to 4 million government school students

These initiatives underline Amazon’s plan to become a major stakeholder in India’s AI-driven economic transformation.

Why Global Tech Giants Are Rushing to Invest in India’s AI Economy

India has emerged as one of the world's most attractive AI investment destinations. With a massive digital population, deep talent pool, and fast-growing cloud infrastructure, global tech firms are accelerating their India strategies.

Microsoft, Amazon, Google Lead AI Push in India

• Microsoft recently announced a $17.5 billion commitment for India’s cloud and AI expansion.

• Amazon has lifted its investment target to over $35 billion.

• Google pledged $15 billion to build an AI-focused data centre in Visakhapatnam, and is partnering with Reliance Industries to boost cloud and AI capabilities.

Together, these investments reflect India’s growing importance as a global AI hub—poised to shape the future of digital services, manufacturing, and exports.