Amazon ($AMZN) has officially announced plans to invest more than $35 billion across its businesses in India through 2030. This commitment was revealed on December 10, 2025, at the sixth edition of the Amazon Smbhav Summit in New Delhi.
The investment builds on the company’s existing nearly $40 billion poured into the country since 2010, positioning Amazon as India’s largest foreign direct investor in e-commerce and a major job creator.
The funds will prioritize three strategic pillars aligned with India’s national priorities. Expanding AI capabilities, including cloud infrastructure via AWS, to benefit 15 million small businesses and hundreds of millions of consumers. This includes democratizing AI access and providing AI literacy programs for 4 million government school students by 2030.
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Quadrupling cumulative e-commerce exports enabled by Amazon from $20 billion as of 2024 to $80 billion by 2030, supporting “Made-in-India” products going global. Generating an additional 1 million direct, indirect, induced, and seasonal jobs by 2030.
This builds on Amazon’s current support for about 2.8 million jobs in 2024 across technology, operations, logistics, retail, and creative services. According to an Economic Impact Report by Keystone Strategy, released at the summit, the investments will enhance logistics infrastructure, digitize over 12 million small businesses, and accelerate India’s digital transformation toward an “Atmanirbhar” and “Viksit” economy.
Amit Agarwal, Amazon’s Senior Vice President for Emerging Markets, emphasized the company’s long-term vision: “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.
Looking ahead, we’re excited to continue being a catalyst for India’s growth, as we democratize access to AI for millions of Indians, create 1 million job opportunities, and quadruple cumulative ecommerce exports enabled to $80 billion by 2030.”
This pledge comes amid a wave of tech investments in India, including Microsoft’s $17.5 billion commitment for AI and cloud infrastructure announced December 9, 2025 and Google’s $15 billion for AI data centers over five years.
It underscores Amazon’s bet on India’s booming digital economy, which is projected to be one of the fastest-growing AI markets globally. As of December 10, 2025, $AMZN shares showed modest gains in pre-market trading, up about 0.5-1% following the announcement, reflecting investor optimism about emerging market expansion amid U.S. slowdown concerns.
This could diversify Amazon’s revenue streams, with India contributing significantly to AWS growth already a key driver. Analysts view it as a positive signal for sustained international revenue, potentially boosting EPS through cost efficiencies in logistics and AI scaling.
Amazon aims to democratize AI access for millions, including tools for 15 million small businesses, enhanced shopping experiences for hundreds of millions of customers, and education programs reaching 4 million government school students through curriculum support, teacher training, and hands-on learning.
The company plans to quadruple cumulative e-commerce exports enabled from India to $80 billion by 2030, up from $20 billion to date, via a new “Accelerate Exports” program. This will support an additional 1 million direct, indirect, induced, and seasonal jobs by 2030, bringing the total to 3.8 million, building on 2.8 million jobs supported in 2024.
Infrastructure investments will include expansions in fulfillment centers, transportation networks, data centers particularly for Amazon Web Services, and digital payments, with a heavy emphasis on cloud and AI capabilities.
This pledge surpasses recent commitments from competitors like Microsoft’s $17.5 billion for AI and cloud infrastructure by 2029 and Google’s $15 billion for AI data centers over five years. It also exceeds Amazon’s own 2023 announcement of $26 billion by 2030, reflecting accelerated growth in India’s digital economy—now boasting over a billion internet users and rapid e-commerce expansion.
Amazon’s efforts have already digitized 12 million small businesses in India. However, execution risks include regulatory hurdles in India’s e-commerce sector and competition from local players like Flipkart. If you’re considering investing based on this, note that past performance isn’t indicative of future results—consult a financial advisor.