Marketplace All-in-One Amazon announces mega investment in India
Dec 10, 2025
Archana Shukla, a BBC correspondent in Delhi, dives into Amazon's colossal $35 billion investment plan in India, focusing on artificial intelligence and e-commerce. She explores why tech giants are flocking to India, citing the country's booming internet use and smartphone market. Shukla also discusses how U.S.-China tensions are benefiting India by driving supply chain diversification. This insightful conversation sheds light on the potential shifts in the tech landscape fueled by growing investments in the region.
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Amazon Doubles Down On India
- Amazon will invest about $35 billion in India through 2030, effectively doubling its prior commitments there.
- The company targets AI and e-commerce to tap into nearly a billion online users and a fast-growing digital market.
India's Massive Consumer Market Lures Tech
- Tech giants are racing to India to access a huge consumer base and expanding digital adoption.
- Companies view India's large middle class and 745 million smartphone users as strategic market opportunity.
Geopolitics Fuels The India Shift
- US-China tensions are pushing firms to diversify supply chains and talent pools away from China.
- India positions itself as the 'China plus one' alternative to attract that redirected investment.