Amazon India investment entered a new phase this week as the tech giant revealed plans to pour an additional $35 billion into the country by 2030. This move pushes its total long-term commitment to roughly $75 billion, a staggering number that signals how central India has become to Amazon’s global strategy. The company already treats the region as a core growth engine. Now it wants to accelerate that momentum across retail, logistics, and cloud computing.
The new pledge stretches beyond simple expansion. Amazon wants to use this capital to help millions of small businesses move online and take advantage of modern digital tools. The company believes small sellers are the backbone of the Indian economy, and it wants them to benefit from advances in AI, automation, and faster delivery networks. With this investment, Amazon said it aims to bring AI access to up to 15 million small businesses by 2030. It also expects to support the creation of one million jobs across direct, indirect, induced, and seasonal roles, showing how large the ripple effect could be.
Amazon has already invested nearly $40 billion in India over the past decade, according to an Economic Impact Report by Keystone Strategy. That spending helped the company set up its massive operations footprint, expand Amazon Web Services in the region, and bring millions of products and sellers online. Last year, the company outlined a $15 billion plan stretching to 2030, including more than $12 billion dedicated to AWS. Yet the speed of market growth and rising demand for AI tools pushed Amazon to scale even further.
The timing also stood out. Amazon’s announcement came only a day after Microsoft revealed its own plan to invest $17.5 billion in India by 2029. Google earlier committed another $15 billion to build an AI hub and major data center network in the region. Big Tech firms are clearly racing to secure a deep presence in India. The country offers scale, talent, and a rapidly digitizing economy. It also has more than a billion internet users and hundreds of millions of smartphone users, which makes it one of the fastest-expanding consumer markets in the world.
Growing interest in generative AI has only intensified the attention on India. OpenAI, Anthropic, and Perplexity have all shown interest in the region as millions of people come online for the first time. Developers across India contribute heavily to global AI adoption, and the demand for AI-powered tools continues to rise. Amazon sees these trends as a sign that India’s digital future is accelerating faster than many expected.
At the company’s annual Smbhav event in New Delhi, Amazon executives highlighted how work happening in India often shapes decisions across its global operations. Russell Grandinetti, who oversees international stores, said the company pays close attention to innovation emerging from the Indian market. He added that the insights learned locally tend to influence how Amazon improves processes and customer experience worldwide.
However, the company faces fierce competition. Walmart-backed Flipkart remains a major rival in e-commerce. Meesho has scaled quickly by focusing on value-driven customers and social commerce behavior. Quick-commerce players such as Swiggy Instamart, Zomato’s Blinkit, and Zepto have also surged in popularity. These platforms target the same urban audience with fast deliveries, aggressive pricing, and a focus on everyday essentials. Their speed and customer loyalty create more pressure for Amazon to upgrade its own last-mile capabilities.
Even with that competition, Amazon still holds significant scale advantages. It operates one of the largest logistics networks in the country and supports more than 1.7 million sellers. This reach gives Amazon the ability to move products efficiently and serve both large metros and smaller towns. The company believes these strengths will help it withstand rising competition and continue to grow its user base.
Amit Aggarwal, senior VP of emerging markets, reinforced this view. He said India remains one of Amazon’s biggest long-term opportunities, and the company plans to double down on innovation and infrastructure. The new investment aligns with that vision, giving Amazon the resources to expand fulfillment centers, improve transportation networks, enhance its cloud offering, and build AI tools tailored to India’s diverse business environment.
India’s broader digital transformation adds urgency to these plans. The government has pushed for stronger digital infrastructure, unified payments systems, and local innovation. Millions of small businesses now depend on online marketplaces to reach customers nationwide. As more consumers look for convenience, fast delivery, and reliable service, Amazon sees a chance to strengthen its position.
The extra $35 billion signals confidence in that vision. It reflects Amazon’s belief that India will play an even larger role in shaping the future of global retail, cloud computing, and AI. It also highlights how competition among major tech companies is pushing investment levels higher each year.
The country’s talent pool also plays a huge part. India is home to some of the world’s most skilled developers and engineers. Many global AI companies rely on Indian talent to build and scale their products. Amazon wants deeper access to this workforce as the industry shifts into an AI-heavy era. The company expects research, development, and cloud innovation in India to spread into other markets.
Amazon’s vision for India extends far beyond e-commerce. The company sees the country as a testing ground for new logistics models, seller tools, and AI-driven customer experiences. Lessons learned there can help improve Amazon’s global operations, making India a strategic center for innovation rather than just another market.
Still, the road ahead will require speed and adaptability. Competition across retail, payments, cloud services, and AI infrastructure remains intense. Local startups move fast, experiment often, and understand regional preferences deeply. Amazon will need to keep investing in faster delivery, stronger seller support, and tailored AI tools to stay ahead.
Yet with $75 billion now committed through 2030, Amazon has made its intentions clear. It wants to build long-term value in India. It wants to support millions of small businesses. And it wants to turn the country into one of the most important growth pillars in its global empire. The scale of this vision shows how central the Amazon India investment strategy has become to the company’s future.
