Amazon Inc. has announced plans to invest over $35 billion in India by 2030, taking its total cumulative investment in the country to $75 billion. The announcement underscores India’s significance as a priority growth market for the global e-commerce giant, even as competition intensifies in logistics, cloud services, and digital infrastructure.
Strategic Focus and Investment Areas
The company plans to expand across multiple fronts with three strategic pillars:
- AI-driven digitization – extending artificial intelligence benefits to millions of Indian small businesses and consumers.
- Export growth – aiming to increase cumulative exports enabled via Amazon platforms to $80 billion.
- Job creation – generating an additional 1 million employment opportunities by 2030.
Amazon has already invested nearly $40 billion in India since 2010, building logistics, payments, cloud, and retail infrastructure. The new investments will strengthen physical and digital infrastructure for small businesses, enhance fulfillment operations, and support AI-enabled tools and technologies.
Market Expansion and Operational Highlights
- India’s e-commerce sector is projected to reach ₹27,000 billion by 2030, accounting for 16% of total retail.
- Amazon plans to expand quick commerce operations, with 300 dark stores by the end of 2025.
- Investments also target cloud and AI infrastructure, with prior commitments of $12.7 billion for Telangana and Maharashtra announced in May 2023.
- Amazon continues to compete with Flipkart, Meesho, Nykaa, and other platforms, leveraging initiatives like Amazon Pay, Prime Video, and Amazon Music to enhance its ecosystem.
According to Amit Agarwal, Senior Vice President, Emerging Markets, Amazon, the company is committed to democratizing access to AI for millions of Indians, boosting exports, creating jobs, and continuing to act as a catalyst for India’s economic growth.
Summary
Amazon will invest $35 billion more in India, taking total commitments to $75 billion by 2030, focusing on AI-driven digitization, export growth, and job creation. These investments aim to expand logistics, cloud, and e-commerce infrastructure, enhance quick commerce operations, and support 1 million new jobs, reinforcing India as a key market in Amazon’s global strategy.
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