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Amazon Stakes $35B on India’s AI, Logistics and Export Expansion

Amazon has given India a major vote of confidence as the next AI superpower.

The e-commerce giant will invest $35 billion across its India-based units through 2030, with a heavy emphasis put on artificial intelligence, logistics infrastructure and export growth. The company made the announcement at the Amazon Smbhav Summit in New Delhi.

In a statement Wednesday, the company said the investment would help create an additional 1 million direct, indirect, induced and seasonal jobs in India. The company plans to support 3.8 million jobs by 2030.

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Many of these jobs will be in Amazon’s fulfillment and delivery network, as well as in industries it supports like packaging, manufacturing and transportation services.

Amazon says it had invested nearly $40 billion in India to date. In 2023, the company ramped up its tech spending in the world’s most populated country by investing $12.7 billion to expand its cloud computing business, Amazon Web Services (AWS).

The tech titan said investments also have went toward building physical and digital infrastructure, including fulfilment centers, transportation networks, data centers, digital payments infrastructure and technology development.

Amazon also wants to further its expand the sellers using its platform to achieve its lofty export growth goals.

Having surpassed $20 billion in e-commerce exports in 2025, the online marketplace is now targeting $80 billion sold through its Amazon Global Selling program by 2030. The program has seen its seller base grow by 33 percent in just the past year, says the company.

At the summit, Amazon announced the launched Accelerate Exports, a manufacturing-focused initiative designed to connect digital entrepreneurs with manufacturers. The program is aimed at enabling manufacturers to sell to global consumers.

That program will host on-the-ground onboarding drives in more than 10 manufacturing clusters across India to recruit participants, the company said.

Amazon is partnering with the Apparel Export Promotion Council of India to scale the export program. Apparel is already a massive export segment for the country, with India’s outbound shipments of textile and apparel exports rising by 6.3 percent to reach $36.6 billion in the 2025 fiscal year.

The push for export growth is tied with the company’s plans to make AI accessible to as many as 15 million small businesses through technologies such as its seller assistant, creative studio or product listings generator.

A recent report by Boston Consulting Group noted that the Indian AI market is expected to grow to over $17 billion by 2027, tripling its size from 2024.

“We’re excited to continue being a catalyst for India’s growth, as we democratize access to AI for millions of Indians,” said Amit Agarwal, senior vice president of emerging markets at Amazon, in a statement.

India has become a highly sought after growth market for tech companies betting big on AI and cloud computing. Amazon’s announcement came out less than a day after Microsoft pledged its own $17.5 billion investment in India’s AI infrastructure. In October, Google also committed to spending $15 billion to build its first AI hub in the country.

The e-commerce giant’s announcement came out less than a day after Microsoft pledged its own $17.5 billion investment in India’s AI infrastructure.

Amazon’s AI commitment aligns with the Indian government’s “AI for All” national strategy, with the country planning on implementing AI curriculum across all schools starting in 2026. The company has committed to bringing AI literacy and career awareness to 4 million public school students by 2030.

“When a small business owner in a Tier-3 city can use AI to create professional product listings in minutes, or a student in a government school learns skills that opens doors to new careers, or a customer shops in their local language without needing to type—that’s when technology truly serves everyone,” said Samir Kumar, Amazon’s India head, in a statement.

The substantial AI investments come months after Amazon introduced 10-minute delivery in three major India cities: Delhi, Bengaluru and most recently, Mumbai.

As of September, Amazon has opened more than 100 micro-fulfillment centers across the three cities, positioned near customer neighborhoods for faster deliveries. At the time, it had plans to add hundreds more by year-end, with order volumes growing 25 percent month-over-month.

The micro-fulfillment centers use advanced inventory systems built to optimize product placement based on hyperlocal demand patterns, cutting the time between order and delivery.