At the Amazon Smbhav Summit in New Delhi on December 10, 2025, Amazon announced a $35 billion investment in India by 2030, a move that landed just one day after Microsoft revealed its own $17.5 billion commitment. Together, these announcements confirm what the tech world already sensed: India is now the center of the global AI contest.

A Bold Lead in a High-Stakes Race

Amazon’s pledge makes it India’s largest foreign investor. It nearly doubles Microsoft’s investment and edges out Google’s $15 billion AI data center push in Visakhapatnam. With $40 billion already invested since 2010, Amazon’s total commitment now rises toward $75 billion.

Amit Agarwal, Amazon’s Senior Vice President of Emerging Markets, tied this expansion to India’s vision of an Atmanirbhar and Viksit Bharat. The message is unmistakable: India is key to Amazon’s future.

‍

‍

Three Pillars of Amazon’s Strategy

1. AI for Small Businesses and Students

Amazon plans to extend AI tools to 15 million small businesses, reach millions of consumers, and bring AI education to 4 million government school students. The company will also embed AI deeper into its fulfillment, logistics, and payments systems.

2. Expanding Exports to the World

Amazon aims to lift India’s e-commerce exports to $80 billion by 2030. Through its Accelerate Exports initiative, it will connect entrepreneurs with manufacturers and expand training drives across key hubs like Tirupur, Kanpur, and Surat.

3. Creating Jobs at Scale

Amazon will create 1 million more jobs by 2030, adding to the 2.8 million it already supports across tech, logistics, retail, and services.

‍

‍

‍

A Strong Foundation and a Rapid Shift

According to a new Keystone Strategy report, Amazon has already digitized 12 million small businesses, supported $20 billion in exports, and helped sustain 2.8 million jobs as of 2024. This momentum sets the stage for faster transformation ahead.

India: The New Global Tech Battleground

The rapid succession of mega-investments from tech giants highlights India's strategic importance. Within just two days, the country has attracted over $52 billion in commitments:

• Microsoft: $17.5 billion (2026-2029) focused on cloud and AI infrastructure, skilling 20 million Indians, and sovereign cloud capabilities
• Amazon: $35 billion (by 2030), focused on AI democratization, exports, and job creation
• Google: $15 billion for AI data centers in Visakhapatnam

As Amit Agarwal noted, Amazon is "excited to continue being a catalyst for India's growth, as we democratize access to AI for millions of Indians." With multiple tech giants committing unprecedented capital, India is positioned not only to participate in the AI revolution but also to lead it, creating opportunities for small businesses, students, exporters, and millions of job seekers. India's digital transformation journey is accelerating, and global tech leaders are betting that the country will define the future of AI innovation and adoption at a population scale.