Amazon has committed an additional $35 billion (₹3.14 lakh crore) of investment in India by 2030, on top of roughly $40 billion already deployed, taking its total India bet towards $75 billion over two decades. The pledge was made at the Amazon Smbhav 2025 summit in Delhi‑NCR and is framed around three pillars: AI‑driven digitisation, export growth, and job creation.
Where the new $35B will go
Amazon has not broken out a city‑wise rupee budget, but its announcements and prior plans show the main buckets:
- AI & cloud infrastructure (AWS + AI stack)
- Amazon says it is on track to invest $12.7 billion by 2030 in local cloud and AI infrastructure, building on the AWS region in Hyderabad and expansions in Maharashtra and Telangana.
- This covers new and expanded data centres, high‑performance AI clusters, model‑serving infrastructure and networking needed to support India‑focused generative‑AI services.
- E‑commerce, logistics & quick commerce (Amazon India + Amazon Now)
- Continued build‑out of fulfilment centres, sortation hubs and last‑mile delivery stations, including over ₹2,000 crore earmarked in 2025 alone for logistics upgrades and new facilities.
- A rapid expansion of Amazon Now, its 10–15‑minute delivery arm, which is opening two new micro‑fulfilment “dark stores” a day and plans 300+ dark stores across Bengaluru, Delhi and Mumbai by year‑end before expanding to more cities.
- Investments in automation, routing, safety tech, and rest areas/health facilities for delivery partners within this network.
- Global selling and exports
- Scaling its Global Selling program and the new “Accelerate Exports” initiative to take Indian manufacturers and brands to Amazon’s marketplaces worldwide.
- On‑ground onboarding drives in 10+ manufacturing clusters (e.g., Tirupur, Kanpur, Surat) and partnerships with bodies like the Apparel Export Promotion Council to help factories become direct global sellers.
- Jobs and ecosystem development
- Amazon aims to enable 3.8 million (38 lakh) direct, indirect, induced and seasonal jobs by 2030, and says the fresh commitment will create 1 million additional job opportunities beyond what it has already supported.
- These roles span warehousing, delivery, retail partners, AWS ecosystem jobs, seller‑side employment and logistics contractors.
AI push: 1.5 crore small businesses & 40 lakh students
Ahead of Smbhav, Amazon detailed a large AI‑for‑India blueprint:
- 15 million (1.5 crore) small businesses:
- AI‑powered Seller Assistant: a generative‑AI advisor that understands a seller’s store, performance and goals and offers 24×7 guidance on cataloguing, pricing, inventory and ads.
- AI listing tools to auto‑create titles, descriptions, keywords and images from simple prompts.
- Creative Studio & Video Generator to turn basic product photos or scripts into ready‑to‑run ad creatives and videos in minutes.
- AI literacy for government schools:
The company pitches this as aligned with India’s national AI mission—“democratising access to AI” for small sellers and the next generation of workers, not just large enterprises.
Read this: 10-Min Delivery Arm ‘Amazon Now’ Is Expanding Rapidly, Opening Two New Stores Every Day, Says SVP
Exports: from $20B to $80B
It announced in October that Indian sellers on its platforms had already crossed $20 billion in cumulative exports between 2015 and 2025, doubling its earlier $10‑billion target ahead of schedule. With the new investment, it has set a goal to:
- Quadruple cumulative exports to $80 billion by 2030, mainly via its Global Selling and Accelerate Exports programs.
- Expand the number of Indian exporters using Amazon to several lakhs, spanning apparel, leather goods, handicrafts, toys, home & kitchen and emerging categories like D2C beauty and electronics.
Amazon is also lobbying for more flexible FDI and export‑related rules so it can source directly from Indian manufacturers and route goods to global markets more efficiently, though specific policy changes remain under discussion.
Recent launches and growth moves of Amazon in India
Beyond the investment pledge, Amazon has been on an aggressive roll‑out spree:
- Amazon Now quick commerce: 10–15‑minute grocery and essentials delivery, currently live in Bengaluru, Delhi and Mumbai, with 300+ micro‑fulfilment centres targeted and further city launches planned.
- Logistics upgrades: New fulfilment and sortation centres and tech upgrades across the network funded by the 2025 ₹2,000‑crore capex, to support both regular ecommerce and Amazon Now.
- AI‑driven tools across operations: Deeper use of AI for demand forecasting, routing, fraud detection, search and personalisation, building on its global systems but tuned for Indian conditions.
In summary, the $35‑billion additional commitment is not a single mega‑project but a composite of AWS data‑centre build‑outs, AI infrastructure, logistics and quick‑commerce expansion, MSME‑focused digitisation programs and export enablement. Combined with the $40 billion already invested, it cements India as one of Amazon’s most important growth markets—and places the company at the centre of the next decade of AI‑driven commerce, exports and job creation in the country.
