New Delhi, India – Wednesday, 10 December 2025 Amazon has committed over US$35 billion to its India operations by 2030, announced today at the Amazon Smbhav Summit. The move targets AI expansion, job creation and export growth amid rising regional demand.
Amazon unveiled plans for a major Amazon India investment exceeding US$35 billion by 2030 during the sixth Amazon Smbhav Summit in New Delhi on Wednesday. The e-commerce giant aims to bolster artificial intelligence, logistics and small business support, creating one million additional jobs. This builds on nearly US$40 billion invested since 2010.
The announcement underscores Amazon’s deepening footprint in India, Asia’s third-largest economy with 1.4 billion people and surging internet penetration. Company executives highlighted alignment with national goals like self-reliance.
Amazon $35 Billion India Pledge Drives Regional Growth
The Amazon India investment totals more than US$35 billion through 2030, layered atop existing commitments. An Economic Impact Report by Keystone Strategy, released at the summit, positions Amazon as India’s largest foreign investor based on public data. It also ranks the firm as the top enabler of e-commerce exports from the country.
Amit Agarwal, Amazon’s Senior Vice President for Emerging Markets, 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: “We have invested at scale in growing the physical and digital infrastructure for small businesses in India, creating millions of jobs, and taking Made-in-India global.”
This infusion follows a US$26 billion pledge in 2023 and a US$12.7 billion allocation for cloud and AI infrastructure announced in May 2023. Amazon Web Services (AWS) leads the charge in data centres across Telangana and Maharashtra to meet demand.
Amazon AI India 2030 Focus Empowers Millions
Central to the Amazon $35 billion India strategy is Amazon AI India 2030 initiatives. The company plans to extend AI tools to 15 million small businesses via platforms like Seller Assistant and Next Gen Selling. Shoppers will benefit from innovations such as Lens AI for visual search and Rufus for conversational buying, alongside multilingual support.
Agarwal noted: “Looking ahead, we’re excited to continue being a catalyst for India’s growth, as we democratize access to AI for millions of Indians.” Amazon also commits to equipping four million government school students with AI education, including curricula, career tours and teacher training.
These efforts resonate across South Asia, where AI adoption lags but holds potential for economic leapfrogging. India’s advancements could spill over to neighbours like Pakistan and Bangladesh through shared tech ecosystems and trade corridors.
Amazon 1 Million Jobs India Target Boosts Employment
Job creation forms a pillar of the Amazon India investment. The firm supported 2.8 million direct, indirect, induced and seasonal roles in 2024 across tech, logistics and customer support. By 2030, this will rise to 3.8 million, with one million new opportunities from the fresh capital.
Sectors like packaging, manufacturing and transportation will see ripple effects. Amazon emphasises competitive wages, health benefits and upskilling programmes. In a statement, the company affirmed: “Amazon’s 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.”
For South Asia, this translates to stabilised supply chains and skilled labour migration. Pakistan’s e-commerce sector, valued at US$6 billion, could integrate via Amazon’s export platforms, fostering cross-border employment.
Exports and Logistics Underpin Amazon $35 Billion India Expansion
Amazon has facilitated US$20 billion in cumulative e-commerce exports for Indian sellers over the past decade. The new Amazon India investment eyes US$80 billion by 2030, quadrupling prior volumes. Logistics upgrades include expanded fulfilment centres and last-mile delivery networks.
This positions India as a global export hub, competing with China. Reliance Industries and Walmart-backed Flipkart trail in scale, per industry trackers. Enhanced infrastructure will cut delivery times and costs, benefiting regional trade routes to the Middle East and Southeast Asia.
Prime Minister Narendra Modi, speaking on AI optimism after meeting Microsoft CEO Satya Nadella on Tuesday, echoed broader tech enthusiasm: “When it comes to AI, the world is optimistic about India.” While not directly addressing Amazon, his remarks signal government support for such inflows.
Background: Amazon’s Evolving India Presence
Amazon entered India in 2013, navigating regulatory hurdles and local rivalry. Cumulative outlays reached US$40 billion by 2025, digitising over 12 million small businesses. Key milestones include the 2023 investment hike and AWS’s local data sovereignty push.
The Smbhav Summit, now in its sixth year, spotlights seller success stories. This year’s event drew policymakers and entrepreneurs, reinforcing Amazon’s role in Viksit Bharat – India’s developed nation vision by 2047.
Challenges persist, including antitrust scrutiny and data localisation mandates. Yet, the Amazon India investment signals confidence in India’s 800 million-plus internet users.
What’s Next for Amazon India Investment
Implementation ramps up immediately, with AI pilots and logistics tenders slated for 2026. Partnerships with educational bodies will roll out student programmes nationwide. Monitoring via annual impact reports will track progress toward 2030 goals.
As South Asia grapples with youth unemployment at 15 per cent, the Amazon 1 million jobs India pledge could set a benchmark. Regional forums like SAARC may explore similar models, amplifying the Amazon AI India 2030 ripple.
The Amazon India investment cements the firm’s long-term stake, promising sustained innovation and opportunity in a dynamic market.
Published in SouthAsianDesk, December 10th, 2025
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