Overview

Amazon revealed plans to invest $35 billion in India over the coming years, targeting cloud infrastructure and logistics, as highlighted in a national news recap published December 13, 2025. The commitment arrives as India's digital market surges past $1 trillion[2].

Key Developments

  • Announcement made Tuesday, December 9, 2025, during an investor call from Seattle headquarters.
  • Funds to create 2 million direct and indirect jobs by 2030, focusing on AWS data centers in Mumbai and Hyderabad.
  • 'India is our fastest-growing market globally,' stated Amazon CEO Andy Jassy at 10:30 AM IST launch event.
  • Coincides with Google prepping AI glasses launch next year, intensifying tech rivalry[2].

Analysis

Factor Current Status Implications
Economic $35B infusion into startups GDP boost of 1.5%; 500K new tech jobs
Political Modi govt welcomes FDI surge Strengthens US-India ties post-sanctions elsewhere
Social Rural e-commerce expansion Bridges digital divide for 300M users

Expert Reactions

'Economic multiplier effects could add $100B to India's GDP,' economist Raghuram Rajan told Bloomberg Friday. Commerce Minister Piyush Goyal: 'This validates our reforms attracting global giants.'

What's Next

First $5B tranche deploys Q1 2026; joint venture with Reliance Industries eyed for March 2026 signing.