Amazon’s $35 Billion AI Bet on India: Tech Giant Targets 2030 Transformation
Amazon just dropped a $35 billion bombshell on India's tech landscape—and the timing couldn't be more strategic.
The Big Play
This isn't just another corporate investment. It's a full-scale commitment to position India as a global AI powerhouse by 2030. Amazon's capital injection aims to build infrastructure, fund research, and cultivate local talent at a scale rarely seen outside Silicon Valley.
Why India, Why Now?
The subcontinent offers a perfect storm: a massive, tech-savvy workforce, exploding digital adoption, and a government hungry for technological sovereignty. Amazon's move looks less like charity and more like a calculated land grab in the world's next major digital economy.
The Ripple Effect
Expect a talent war. Local startups will either get acquired or outspent. Infrastructure projects will accelerate. And every other tech giant is now forced to answer one question: what's your India AI strategy?
The Bottom Line
While $35 billion sounds impressive, remember this is the same company that once wrote off billions on Fire Phones—proving even tech titans can make expensive bets that go nowhere. But this time, they're betting on a nation's future, not just a gadget. If it pays off, Amazon doesn't just win in India—it helps write the rules for the next decade of global tech.
Amazon seeks to add 1 million jobs in India by 2030
The Economic Impact Report shows that Amazon has digitized over 12 million small enterprises in the Asian country and, at the same time, enabled $20 billion in cumulative e-commerce exports. The report also highlights that the Seattle-based company facilitated the creation of 2.8 million jobs for Indian residents in 2024, spanning various sectors, including technology and logistics.
Amit Agarwal, Senior VP of Emerging Markets at Amazon, stated that Amazon has been a part of India’s digital transformation journey over the last 15 years. Agarwal also acknowledged the company’s significant investment in India, which has led to the creation of jobs, as well as physical and digital transformation.
“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.”
–Amit Agarwal, Senior VP Emerging Markets, Amazon
The new investment package is expected to create an additional 1 million employment opportunities in India, according to Amit. These jobs will stem from Amazon’s Core business expansion alongside its growing delivery network that supports parallel industries in the country, such as packaging, transport, and manufacturing services.
Amit Agarwal also added that the new investment will quadruple India’s cumulative e-commerce exports to $80 billion by 2030. The investment also aims to make AI accessible to students by empowering 4 million government school students with AI education and career exploration opportunities. By 2030, Amazon also aims to bring AI technology to 15 million small businesses and enhance customer shopping experience with AI innovations such as Lens AI.
Earlier this month, the online retailer announced plans to invest an additional $12.7 billion in India to expand web services and AI data centers in Telangana and Maharashtra.
Microsoft commits $17.5 billion to India’s AI infrastructure
Thank you, PM @narendramodi ji, for an inspiring conversation on India’s AI opportunity. To support the country’s ambitions, Microsoft is committing US$17.5B—our largest investment ever in Asia—to help build the infrastructure, skills, and sovereign capabilities needed for… pic.twitter.com/NdFEpWzoyZ
— Satya Nadella (@satyanadella) December 9, 2025
The news comes just after Microsoft CEO Satya Nadella met with Prime Minister Narendra Modi and announced a commitment of $17.5 billion to develop India’s AI infrastructure. The CEO wrote on X that the commitment will be the company’s most significant investment in Asia.
Amazon has demonstrated a strong interest in developing AI technology. Cryptopolitan recently reported that the tech company raised $15 billion from a bond sale and plans to use the proceeds to pursue AI investments.
The sale follows Alphabet Inc., Google’s parent company, selling $25 billion of debt in the U.S. and Europe in early November. Meta also joined the bandwagon by issuing $30 billion worth of corporate bonds in October, while AI company Oracle Corp. raised $18 billion from high-grade notes in September.
The retailer also announced it had launched its new Trainium3 AI chip to compete with Nvidia and Google in AI model training. According to reports, Amazon claims the chips are cost-effective for training AI models and aims to reduce the AI industry’s over-reliance on Nvidia GPUs.
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