Amazon follows Microsoft’s lead with a bold move, unveiling a $35B investment plan for India by 2030

Amazon will invest $35 billion in India by 2030 to expand AI capabilities, boost exports, and create jobs, building on over $40 billion already invested. The plan targets 3.8 million jobs, $80 billion in e-commerce exports, and widespread AI adoption, including programs for small businesses and students, reinforcing India’s fast-growing digital economy.

In a landmark move set to reshape India’s technology and commerce landscape, Amazon has announced plans to inject an additional $35 billion into its India operations by 2030. This commitment marks one of the largest foreign investment pledges ever made in the country and comes on the heels of Microsoft’s $17.5 billion investment announcement just a day earlier.

Amazon’s latest pledge builds on the $40 billion-plus it has already invested since entering India in 2010. Revealed at the company’s annual Smbhav summit in New Delhi, the plan focuses on three major pillars: accelerating AI-driven digital adoption, boosting India’s export ecosystem, and generating large-scale employment.

According to the company, the new capital infusion will drive a broad expansion of its services and infrastructure while deepening its long-term commitment to the Indian market. Amazon aims to support 3.8 million jobs by 2030, up from the approximately 2.8 million positions—direct, indirect, induced, and seasonal—it says were enabled in 2024 across technology, logistics, retail, operations, and creative sectors.

Amit Agarwal, Amazon’s Senior Vice President for Emerging Markets, highlighted the company’s alignment with India’s development goals. He noted that Amazon’s growth has mirrored the nation’s digital transformation and emphasized the firm’s ongoing role in supporting small businesses and promoting Indian-made products globally. “By 2030, we aim to democratize access to AI for millions and help drive cumulative e-commerce exports to $80 billion,” he said.

Amazon’s export ambitions are a central element of the new investment roadmap. A decade after launching its Global Selling program, Amazon says Indian exporters using its platform have collectively surpassed $20 billion in overseas sales. The company now plans to nearly quadruple that figure by the end of this decade. A new initiative, Accelerate Exports, will further this mission by connecting budding digital entrepreneurs with trusted Indian manufacturers. On-ground onboarding events are planned across key manufacturing hubs such as Tirupur, Kanpur, and Surat.

AI education and accessibility also form a critical part of Amazon’s strategy. Committed to supporting India’s “AI for All” vision, the company plans to bring AI tools and learning opportunities to 15 million small businesses and millions of consumers. Amazon is also rolling out programs aimed at four million government school students, offering AI curriculum material, career exploration sessions, and hands-on learning experiences to help align with the National Education Policy 2020.

The tech giant says the new investment will strengthen India’s innovation ecosystem by enhancing logistics networks, scaling AI capabilities, supporting homegrown businesses, and enabling more efficient digital commerce.

With both Amazon and Microsoft making substantial commitments within days of each other, India’s digital economy appears poised for rapid acceleration—powered by some of the world’s biggest technology players.