Amazon is doubling down on its bet in India. At its annual Smbhav Summit in New Delhi, the e-commerce giant announced plans to invest more than USD 35 billion in the Indian market through 2030. This builds on the company’s already USD 40 billion investment in India so far.

Amazon’s investment commitment comes despite turbulent trade relationships between the US and India. For the uninitiated, the two countries are locked in intense negotiations over tariffs and other geopolitical issues. According to reports, the US remained India’s principal trading partner in 2024–25, with the bilateral trade reaching USD 131.84 billion.

Interestingly, Microsoft on Tuesday announced a USD 17.5 billion investment in India, which also happens to be the largest in Asia, and it followed a meeting between Microsoft CEO Satya Nadella and Prime Minister Narendra Modi.

Amazon’s Investments In India: An Overview

Since starting full-fledged ecommerce operations in 2013, Amazon India has made significant investments in different areas. The investment journeys and targets show Amazon’s growing scale in India.

Back in 2020, Amazon announced USD 1 billion investment in India. The company had then promised to support 10 million MSMEs, drive ecommerce exports worth USD 10 billion, and create an additional 1 million jobs by 2025. One year later, it introduced a USD 250 million Amazon Smbhav Venture Fund, which aimed to empower technology-based startups specially focused on digitizing healthcare, agriculture, and small businesses.

In 2023, the company announced setting aside USD 15 billion to power its Amazon Web Services and other businesses in the country. It also announced another USD 12.7 billion to support its efforts in local cloud and AI infrastructure across regions like Telangana and Maharashtra.

Other than this, Microsoft has also made investments through Smbhav Venture Fund for startups in beauty (like Nat Habit, Fix My Curls, Innovist), agriculture (Mammoth), and tech (orglance), alongside direct investments in firms like Hopscotch (kids’ products).

Amazon’s Next Big 3: AI, Job creation, and Exports

At its Smbhav Summit, Amazon India said the company will focus on three strategic focus areas: AI, exports, and job creation.

Amazon said it will focus on accelerating digital transformation, strengthening infrastructure, and supporting innovation across the country. It will double down on expanding AI capabilities, enhancing logistics infrastructure, supporting small business growth and creating jobs.

Jobs

Amazon further announced it will help create 1 million job opportunities by 2030. The company disclosed that it supported approximately 2.8 million direct, indirect, induced and seasonal jobs across India in 2024, spanning technology, operations, logistics, retail, and creative services. These new jobs will come from Amazon’s business expansion as well as its growing fulfillment and delivery network, which simultaneously supports parallel industries including packaging, manufacturing, and transportation services.

Exports

Furthermore, Amazon revealed it has enabled exports over USD 20 billion from India as it marks the 10th anniversary of its Amazon Global Selling program in the country. Now, it has set a target of enabling USD 80 billion in cumulative ecommerce exports from India by 2030.

Amazon also announced the launch of a new program called “Accelerate Exports”, a manufacturing-focused initiative designed to connect digital entrepreneurs with trusted manufacturers while enabling manufacturers to become successful global sellers.

As part of the program, Amazon will host on-ground onboarding drives in over 10 manufacturing clusters across India, including cities like Tirupur, Kanpur, and Surat. Amazon announced a partnership with the Apparel Export Promotion Council of India to help scale the program across India.

AI

As expected, AI remained under the spotlight at the Amazon event. The company announced that it will bring AI benefits to 15 million small businesses, with sellers on Amazon.in already using AI-powered tools like Seller Assistant, Next Gen Selling, and others. It will also help improve shopping experiences for hundreds of millions of shoppers through innovations like Lens AI for visual discovery, conversational shopping with Rufus, and multilingual experiences that overcome literacy barriers.

Moreover, it aims to help support 4 million government school students with AI education and career exploration opportunities through AI curriculum, technology career tours, hands-on AI sandbox experiences, and teacher training programs.

“We are humbled to have been a part of India’s digital transformation journey over the past 15 years, with Amazon’s growth in India perfectly aligned with the vision of an Atmanirbhar and Viksit Bharat. We have invested at scale in growing the physical and digital infrastructure for small businesses in India, creating millions of jobs, and taking Made-in-India global. Looking ahead, we’re excited to continue being a catalyst for India’s growth, as we democratize access to AI for millions of Indians, create 1 million job opportunities, and quadruple cumulative ecommerce exports enabled to $80 billion by 2030,” Amazon’s Senior VP Emerging Markets Amit Agarwal said in a statement.