Amazon has announced an enormous new commitment to India, $35 billion to be invested by 2030, marking one of the biggest capital flows from a global tech powerhouse into the country. This comes on top of the $40 billion the company has already deployed across its marketplace, cloud business, and media ecosystem.
The timing is noteworthy. Amazon’s declaration arrived barely a day after Microsoft’s $17.5 billion AI-and-cloud pledge, underscoring how rapidly India is emerging as a battleground for global digital infrastructure and AI-led growth.
Amazon’s India roadmap is anchored on three pillars: accelerating AI-enabled digitization, boosting exports, and generating large-scale employment. By the end of this decade, the company aims to add a million new jobs, raise cumulative e-commerce exports to $80 billion, and bring AI tools to 15 million small businesses and hundreds of millions of Indian consumers.
It also plans to introduce AI education and career-exploration programs to four million students in government schools, signalling an ambition that stretches far beyond commercial expansion into nation-building.
Amit Agarwal, Amazon’s Senior VP for Emerging Markets, said the company views its 15-year India journey as tightly aligned with the country’s aspirations for an Atmanirbhar and Viksit Bharat. He highlighted Amazon’s role in expanding digital and physical infrastructure for small enterprises, generating millions of jobs, and enabling global demand for Indian goods. Looking ahead, he said the company intends to democratize access to AI and dramatically scale India’s export footprint.
Amazon has already facilitated more than $20 billion in exports from India, and now hopes to quadruple that figure by 2030. One of the engines behind this is “Accelerate Exports,” a newly launched program aimed at linking manufacturers with digital-first entrepreneurs and helping them become global sellers. As part of the initiative, Amazon will run on-ground onboarding campaigns across key manufacturing hubs such as Tirupur, Kanpur, and Surat. At its Smbhav summit, the company also announced a partnership with the Apparel Export Promotion Council to expand this initiative nationwide.
With both cloud giants intensifying their commitments within 48 hours, India is fast becoming the epicenter of the world’s next AI and digital infrastructure boom, where infrastructure, exports, and talent development are now seen as intertwined levers for national growth.
