Amazon has announced a massive $35 billion additional investment in India, raising its total commitment to $75 billion by 2030, focusing on AI expansion, exports, logistics growth, and job creation.
Published: December 10, 2025 2:14 PM IST
Indian-born billionaire and Amazon CEO Andy Jassy during an event in New Delhi on Tuesday, announcing an additional $35 billion+ investment in India over the next decade.
Amazon has intensified its long-term bet on India – unveiling a new $35 billion-plus investment into its Indian business by 2030. That takes Amazon’s total pledged investments in India to $75 billion, one of the largest-ever foreign inflows from a global tech-commerce giant into India.
Why India – and why now?
Amazon’s new money will target three key areas, the company said: AI-based digitisation, boosting exports, and job creation.
Amazon had already invested close to $40 billion in India over the past decade, building out India infrastructure in logistics, payments, cloud, and e-commerce.
At the event in New Delhi on Tuesday, senior Amazon executives said India continues to be one of the “biggest long-term opportunities” for Amazon. “India also represents one of our top priorities, both because of the scale of the opportunity and because of the highly talented people at Amazon in India and around the country,” Amazon India head Amit Agarwal said at the event.
A critical part of Amazon’s strategy in India has been to use Indian talent and scale to build products for India and then use that as a platform to export to other countries. A few years ago, the company started offering Amazon Now, its express-delivery service, only in India; now it’s expanding it to the Middle East, the UK and Germany. “Easy Ship” or “Seller Flex” were also products originally built for India, and are now being extended globally.
Where is the money going?
Logistics & Cloud Expansion: Amazon will expand its fulfilment and logistics network in India, with an aim for faster delivery and reach into tier-2 and tier-3 cities. It already runs quick-commerce service Amazon Now, and it aims to end 2025 with about 300 dark stores for rapid delivery.
AI-Enabled Commerce & Infrastructure: Amazon will deploy capital and resources for AI tools for sellers, for personalisation and product discovery for customers, and for backend operational systems and analytics. Amazon says it will use AI to “democratise access to AI for millions of Indians.”
Boosting “Made-in-India” Exports: Amazon has an existing Amazon Global Selling programme for exports, and it’s also launching a new “Accelerate Exports” initiative. Through these efforts, Amazon aims to increase cumulative e-commerce exports from India to $80 billion by 2030. Already, it claims to have helped export over $20 billion of Indian goods.
Employment Generation: Amazon is also setting a new target of creating about 1 million new jobs by 2030 as part of this investment push.
Strategic Implications – For Amazon and India
For Amazon: This $75 billion+ is a signal that India will be a central pillar of Amazon’s long-term global growth story. At the heart of this bet is that India has a rare mix of consumer scale, internet adoption, and e-commerce growth that few other markets can match at this stage. By investing massively now, Amazon is staking out its long-term share of that growth pie while it’s early.
India: At scale, this investment could help India in a few key ways. Expanded digital infrastructure and logistics could make e-commerce accessible in smaller cities and towns, not just metros. AI services and the export push could help smaller and medium businesses get global exposure. More e-commerce jobs could absorb some of India’s youth population, particularly as offline retail shifts online.
Of course, Amazon’s moves also will put pressure on both India’s offline retail incumbents, as well as homegrown e-commerce challengers. How it plays out in quick commerce, exports, digital infrastructure and payments could reshape the competitive landscape in India.
Next moves to watch
Speed of Execution: Spending $75 billion in over a decade – and turning that into tangible infrastructure, jobs, export growth etc – requires high execution intensity.
Regulatory Shifts: Amazon’s expansion across commerce, logistics, exports, cloud, AI will run up against Indian laws and regulations on data, trade, foreign investment. This policy space could be key to watch for Amazon in the years ahead.
Competitive Moves: Amazon’s new push may trigger its own set of reactions and counter-investments from both local and global competitors, especially in e-commerce, but also in new growth areas like quick commerce, exports, and logistics.
Smaller Sellers & Exporters: Ultimately, India’s small manufacturers and exporters need to also see the value in Amazon’s offerings to onboard deeply, both for quick commerce fulfilment but also for exports. This will be key to how much of the $80 billion export target seems realistic.
All told, Amazon’s new $35 billion investment in India is a renewed bet on the country as a global hub for e-commerce and technology. Done right, it could transform not just online retail in the country – but the larger landscapes of logistics, exports, digital infrastructure, AI adoption, and jobs.
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Disclaimer : This story is auto aggregated by a computer programme and has not been created or edited by DOWNTHENEWS. Publisher: india.com
