Amazon makes $35 billion AI push in India, matching big-tech rivals Google and Microsoft

Amazon has unveiled plans to invest more than $35 billion (₹3.16 lakh crore) in India by 2030, marking one of its largest commitments globally and signalling a major bet on the country’s rapidly growing AI ecosystem.

Announced at the annual Amazon Smbhav Summit in New Delhi, the investment will support Amazon’s expansion across AI-driven digitisation, export growth, logistics, and large-scale job creation. This comes on top of the nearly $40 billion the company has already poured into India since 2010.

In a newsroom post, Amazon said the new investment will be centred around three priorities: accelerating AI-powered digitisation by helping 15 million small businesses adopt tools for inventory management, pricing optimisation, recommendations, and sales growth; expanding exports with the goal of pushing India’s cumulative e-commerce exports to $80 billion by 2030, up from the current estimate of $20 billion; and driving job creation, with a Keystone Strategy report projecting that Amazon’s ecosystem will support 3.8 million jobs by 2030, compared to 2.8 million in 2024.

The funds will be channelled into fulfilment centres, logistics networks, data centres, and continued digitisation programmes that have already brought millions of Indian businesses online.

Amazon also announced a major education initiative that will provide AI literacy and career exposure to four million students, aligned with India’s National Education Policy 2020.

Amazon’s announcement comes shortly after Microsoft’s major AI infrastructure push and Google’s recent $15 billion (₹1.3 lakh crore) commitment to build an AI data centre in Visakhapatnam with Airtel — cementing India as a key battleground for global AI investment.