Amazon Escalates India Bet With $35 Billion Investment Target to Fuel AI and Exports
By Cygnus | 10 Dec 2025
Amazon.com Inc. plans to raise its cumulative investment in India to over $35 billion by 2030, a significant upward revision designed to capture the country’s booming demand for artificial intelligence and cloud services.
The announcement outlines one of the company’s most aggressive long-term commitments to a developing digital economy. The capital injection will primarily fund the expansion of Amazon Web Services (AWS) infrastructure to support Generative AI, strengthen logistics networks, and assist Indian merchants in scaling exports.
The move underscores the growing reliance of global technology giants on India as a critical growth engine. Over the past 12 months, the country has seen an influx of capital from U.S. market leaders, cementing its status as a regional hub for innovation and operations.
Big tech investment surge
Amazon’s disclosure follows a flurry of high-value commitments in the sector. On Monday, Microsoft Corp. announced a $17.5 billion investment in Asian AI and cloud infrastructure, while Google has separately pledged $15 billion over five years to establish advanced data centers.
Amazon’s revised roadmap adds momentum to this capital inflow. The company stated that the investments align with India’s national digital priorities, focusing on scaling Generative AI capabilities, optimizing supply chains, and digitizing small and medium-sized businesses (SMBs).
Surpassing previous targets
The Seattle-based giant is intensifying efforts to maintain its lead over domestic rivals, including Walmart-backed Flipkart and Reliance Retail.
This new commitment represents a stark increase from the company’s 2023 roadmap, when CEO Andy Jassy pledged to raise cumulative investments to $26 billion by 2030. The leap to $35 billion is attributed largely to the capital-intensive nature of building the data centers required to power AI models.
Exports and employment goals
Beyond infrastructure, Amazon reaffirmed its target to create one million additional jobs in India by the end of the decade. The company also highlighted the success of its global selling program.
Amazon noted that it has enabled over $20 billion in cumulative exports from India, hitting its 2025 target ahead of schedule. Consequently, the company has revised its export objective, aiming to facilitate $80 billion in cumulative exports by 2030 by connecting local manufacturers with international markets.
Brief Summary
Amazon has increased its committed investment in India to over $35 billion by 2030, up from a previous target of $26 billion. The additional capital will focus on building AI infrastructure via AWS, enhancing logistics, and boosting Indian exports to a targeted $80 billion. This follows similar high-profile investment announcements from Microsoft and Google this week.
Frequently Asked Questions (FAQs)
What is the primary focus of Amazon’s $35 billion investment?
The investment will primarily fund the expansion of Artificial Intelligence capabilities (specifically through AWS data centers), enhance logistics and supply chain infrastructure, and support the digitization of small businesses.
How does this compare to previous commitments?
In 2023, CEO Andy Jassy pledged a cumulative investment of $26 billion by 2030. The revision to $35 billion reflects the increased costs associated with AI infrastructure and an accelerated growth strategy.
What are the employment and export targets?
Amazon aims to create one million additional jobs in India by 2030. Additionally, having already enabled $20 billion in exports, the company is now targeting $80 billion in cumulative exports from Indian sellers by 2030.
How does this investment sit within the competitive landscape?
This announcement serves as a countermove to recent activity by rivals. It surpasses Microsoft’s recent $17.5 billion commitment and Google’s $15 billion pledge, signaling intense competition for dominance in India’s cloud and e-commerce markets.
Why is Amazon prioritizing India right now?
India offers a massive internet user base, a deep talent pool for technology development, and rapidly growing demand for cloud and AI solutions, making it a pivotal market for Amazon’s global long-term growth.
