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Amazon Commits $35 Billion for AI and Infrastructure Growth in India

Amazon Commits $35 Billion for AI and Infrastructure Growth in India

On December 10, 2025, Amazon unveiled an expansion of its commitment to the Indian market during the Amazon ” Smbhav Summit” in New Delhi. The company announced plans to invest an additional $35 billion across its operations through 2030.  (Smbhav combines SMB – small and medium business with the Hindi word Sambhav which can mean “possible” in a positive sense)

This new funding focuses on three priorities that Amazon intends to accelerate:

  •  growth of exports,
  • AI-driven digitization,
  • job creation.
  • Amazon Team at its SMBHAV Summit December 2025
    Amazon India SMBHAV Summit

This commitment follows a previous investment totaling nearly $40 billion, which an Economic Impact Report by Keystone Strategy credits with establishing Amazon as the largest foreign investor in India. Historically, these funds have been utilized to build physical and digital infrastructure, including data centers, transportation networks, and payment systems. The Keystone report notes that Amazon’s presence has already digitized 12 million small businesses and supported approximately 2.8 million jobs across various sectors in 2024.

This move places an emphasis on democratizing technology. Under a broad “AI for All” initiative, Amazon aims to bring artificial intelligence capabilities to 15 million small businesses using tools such as the Seller Assistant.

On the consumer side, the integration involves features such as “Lens AI” for visual discovery and “Rufus” for conversational shopping.

Beyond commerce, the initiative includes a philanthropic educational goal to provide AI literacy and career exploration to 4 million students in government schools, supporting national education standards.

Economically, the roadmap for 2030 is ambitious. Amazon executives projected that the fresh capital will help a four-fold cumulative e-commerce exports from India, raising the total from the current $20 billion to $80 billion.

The expansion of fulfillment and delivery networks is also expected to bolster the labor market. By 2030, Amazon estimates its business ecosystem will support 3.8 million direct, indirect, and seasonal jobs. These positions will span technology, operations, and logistics, while also stimulating growth in parallel industries such as packaging and manufacturing. This sustained investment highlights Amazon’s intent to remain a central figure in India’s long-term economic and digital development.

Amit Agarwal, senior vice president for emerging markets at Amazon said, “Looking ahead, we’re excited to continue being a catalyst for India’s growth.”

Last updated: December 26th, 2025

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