Amazon has announced a sweeping plan to invest $35 billion in India by 2030, deepening its commitment to one of its most strategically important international markets. This investment builds on the $40 billion already deployed since the company’s India entry in 2010.
The fresh infusion of capital is intended to advance Amazon’s artificial intelligence systems, expand its logistics backbone, generate employment, and strengthen its position in India’s increasingly competitive e-commerce ecosystem. By the end of the decade, the company expects to add one million new jobs in India, increase cumulative exports to $80 billion, extend AI benefits to millions of small businesses and customers, and expand AI learning opportunities for government school students.
Push Toward Hyperlocal Deliveries
Amazon is making a decisive move into the rapidly expanding 10-minute delivery space. The quick-commerce market has become fiercely contested, with Blinkit, Instamart, Zepto, BigBasket, and Flipkart Minutes pushing for scale. While several rivals seek public-market funding to fuel growth despite rising cash burn, Amazon is aggressively building its dark-store infrastructure, currently adding two new locations per day across major cities, with a goal of reaching around 300 by year-end.
Efficiency Gains Across Indian Units
The company’s Indian subsidiaries have simultaneously tightened their cost structures. Major units, including Amazon Seller Services, Amazon Transport Services, Amazon Wholesale, and Amazon Pay, reduced losses in FY25 by cutting down on advertising and employee-related expenditure. Amazon Seller Services posted a 19% rise in revenue, reaching ₹30,139 crore, indicating a recovery following the pandemic-era surge.
A senior executive highlighted that Amazon has consistently invested at scale to develop both digital and physical infrastructure for India’s small businesses, contributing significantly to job creation nationwide.
Big Tech’s Collective Bet on India
Amazon’s expanded commitment comes amid a broader wave of global tech investments in India. Microsoft has outlined a $17.5 billion roadmap for the country, while Google is channeling $15 bn into building a major AI hub in Visakhapatnam.
