Amazon has sharpened its focus on India with a sweeping pledge to invest more than $35 billion by 2030, reinforcing the country’s position as one of its most strategic global markets. This also underscores India’s growing importance in e-commerce, logistics, cloud services and the next wave of AI-driven expansion.
The latest pledge will lift Amazon’s total India investment to $75 billion over fifteen years. It also coincides with Microsoft announcing a record $17.5 billion India outlay this week. The timing is notable: global markets are increasingly anxious about an overheated AI cycle, yet brokerages such as Jefferies and HSBC argue that India offers a “reverse AI trade”, poised to outperform even if global tech valuations cool.
Amazon estimates that its expanded India operations will generate 38 lakh jobs — direct, indirect, induced and seasonal — by 2030. These roles are expected across logistics, warehousing, packaging, delivery and manufacturing. A Keystone Strategy report cited by the company identifies Amazon as India’s largest foreign investor and one of its top job creators.
A significant portion of the new investment will go towards AI-led digitisation. Amazon plans to bring AI tools to 15 million small businesses, upgrade customer experience through visual search and conversational commerce, and support four million government school students with AI education aligned with the National Education Policy 2020. The move aligns with India’s fast-growing AI talent pool, though the country still lags in large-scale computing infrastructure, long-term research funding and retention of top AI professionals.
Exports form another pillar of Amazon’s India strategy. The company aims to quadruple cumulative e-commerce exports from $20 billion today to $80 billion by 2030, positioning India as a major global sourcing hub for MSMEs.
The investment arrives amid intense competition across e-commerce, cloud, payments, OTT and quick commerce, where Amazon is racing to establish 300 dark stores by end-2025. With India’s retail market projected to reach $1.7 trillion by 2030 and online retail set to more than triple, Amazon’s long-term bet reflects a market it sees as too large — and too pivotal to the future of global tech — to ignore.
