TLDRs;
- Amazon commits $35B to expand India’s AI, cloud, and digital infrastructure.
- Company targets 1 million jobs and major export growth by 2030.
- AI training programs to reach millions of students and small businesses nationwide.
- Hyperscalers accelerate investment as India becomes a global AI compute hub.
Amazon is deepening its long-running bet on India, announcing plans to invest more than US$35 billion by 2030 as global hyperscalers accelerate their push to expand AI computing capacity in one of the world’s fastest-growing digital economies. The commitment marks one of Amazon’s most significant multi-year deployments globally and builds on nearly US$40 billion the company has already invested across e-commerce, cloud infrastructure, logistics, and small-business digitization in the country.
The company said the new capital will fuel growth in AI infrastructure, strengthen supply chains, expand employment, and drive export opportunities. The scale signals Amazon’s conviction that India is becoming a pivotal market, not just for consumers, but for the next wave of global cloud and AI workloads.
AI and Cloud Take Priority
A central pillar of the investment plan is Amazon Web Services (AWS), which is preparing large-scale expansions in Telangana and Maharashtra, including data center development valued at US$12.7 billion. These regions are expected to become core hubs for AI processing, model training, and enterprise cloud demand as India positions itself as a global AI infrastructure destination.
The timing aligns with a broader hyperscaler race. Microsoft recently pledged 1.5 trillion rupees toward AI infrastructure in India, highlighting the intensifying competition among cloud giants to build foundational computing capabilities. With India offering relatively lower operational costs and strong demand from both private and public sectors, the country is emerging as a key battleground for AI infrastructure dominance.
Job Creation and Export Growth
Beyond cloud investments, Amazon will channel funds into job creation and export acceleration. The company aims to generate 1 million new jobs across logistics, retail, technology, and supply-chain services by the end of the decade. Amazon has already enabled more than 12 million small businesses to digitize operations, and its export-oriented programs have helped Indian sellers surpass US$20 billion in cumulative global shipments.
Looking ahead, Amazon expects India’s cumulative exports through its marketplace to reach US$80 billion by 2030. The company plans to deepen manufacturing and export linkages with major production clusters such as Tirupur, Kanpur, and Surat, enabling more Indian brands and SMEs to access global markets.
AI Training for Businesses and Students
A major dimension of the investment plan is Amazon’s commitment to improving AI literacy nationwide. The company intends to provide AI tools, training modules, and digital capabilities to 15 million small businesses, equipping them to adopt automation, analytics, and e-commerce technologies.
Education is another focal point. Amazon plans to introduce AI learning programs for 4 million government school students by 2030, supported by curriculum development, teacher training, hands-on workshops, and guided technology tours. These efforts align with India’s National Education Policy (NEP) 2020, which emphasizes digital learning, skills development, and future-ready pedagogy.
AWS’s ecosystem of training partners, including Cultus Education, Don Bosco Tech Society, EduBridge, and Tech Mahindra Foundation, will support the rollout. Through AWS re/Start and the AWS Training Partner Program, eligible institutions can deliver cloud and AI-focused education to students and jobseekers. For edtech firms, joining the AWS Partner Network (APN) becomes a strategic avenue for participating in India’s expanding AI upskilling market.
A Strategic Bet on India’s Digital Future
Amazon’s latest investment wave reinforces a strategic outlook that India is evolving from a consumer-driven market into a long-term global digital hub. With hyperscalers scaling AI compute capacity, India’s talent pipeline broadening, and export manufacturing gaining momentum, Amazon’s $35 billion plan positions the company to shape the next phase of the country’s digital transformation.
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