Amazon to invest $35bn in India by 2030 to accelerate AI and digital growth

Amazon plans to invest more than $35 billion in India by 2030, deepening its footprint across e-commerce, logistics and artificial intelligence as the company positions itself as a long-term player in the country’s digital economy.

The announcement was made at the Amazon Smbhav Summit in New Delhi, where the company said the new commitment builds on nearly $40 billion already invested in India. According to an Economic Impact Report by Keystone Strategy, those cumulative investments have supported the digitisation of 12 million small businesses, enabled $20 billion in e-commerce exports and generated about 2.8 million direct, indirect and seasonal jobs in 2024.

Keystone’s analysis cited Amazon as one of India’s largest foreign investors and a leading enabler of e-commerce exports. The new investment, Amazon said, will focus on three pillars: AI-powered digitisation, export acceleration and job creation.

“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,” said Amit Agarwal, Senior Vice President, Emerging Markets. He said the company has invested “at scale” in both physical and digital infrastructure for small businesses, while enabling Made-in-India products to reach international markets.

Amazon expects its total economic footprint to widen materially by the end of the decade. The company said its India operations will support 3.8 million jobs in 2030 through expanded business lines and a growing fulfilment and delivery network. It highlighted spillover effects into packaging, logistics, manufacturing and transport services, sectors that benefit from e-commerce expansion.

Agarwal said Amazon aims to democratise access to AI and expects cumulative e-commerce exports enabled through its platforms to quadruple to $80 billion by 2030. The company plans to extend AI tools to 15 million small businesses, citing existing features such as Seller Assistant and Next Gen Selling.

On the consumer side, Amazon said innovations such as Lens AI for visual discovery, conversational shopping via Rufus and multilingual shopping experiences will help broaden access for hundreds of millions of Indians.

Its education initiatives also feature prominently in the long-term plan. By 2030, Amazon intends to provide AI literacy and career exploration opportunities to 4 million government school students, through a mix of curriculum support, teacher training, hands-on AI sandbox experiences and technology-focused field visits. The company said the programmes align with the National Education Policy 2020 and aim to democratise access to emerging technologies.

The renewed push underscores the competition among global technology companies to align with India’s digital and industrial priorities. Amazon’s plan, if executed as outlined, would make India one of its most heavily invested markets globally by the end of the decade.