Amazon to invest $35 billion in India by 2030 as US tech race for AI capacity intensifies

Amazon plans to invest more than $35 billion across all its businesses in India through 2030, focusing on AI-driven digitization, export growth, and job creation, the company has said in a statement.

The commitment builds on nearly $40 billion Amazon says it has already invested in the country over the past 15 years.

That earlier spending has digitized more than 12 million small businesses, enabled over $20 billion in cumulative e-commerce exports, and supported about 2.8 million direct, indirect and seasonal jobs, according to an economic impact report commissioned by Amazon.

With the new plan, the company aims to generate 1 million additional jobs and raise India-based cumulative exports to $80 billion by 2030.

Those targets sit alongside a dedicated AI program. Amazon says it is on track to invest $12.7 billion in local cloud and AI infrastructure and wants its AI tools to benefit 15 million small businesses and provide AI literacy and career exposure to 4 million government-school students by 2030.

The company links those goals to expansion of data centers, logistics networks, payments infrastructure and technology development in India.

The India pledge adds another large AI and cloud buildout to the region. Microsoft has separately announced a $17.5 billion plan over four years to expand cloud and AI infrastructure in India, while Google has committed about $15 billion over five years for an AI hub and data center campus in Visakhapatnam, both companies said in their own statements.

Together, the three U.S. firms are treating India as both a growth market and an AI infrastructure base, shaping where enterprises can source compute, logistics capacity and export-oriented seller ecosystems through the end of the decade.