Amazon(US:AMZN) Sou Hu Cai Jing·2025-12-10 06:09Core Insights - Amazon has committed to investing $35 billion in India over the next five years to expand its business in key growth areas, including quick commerce and cloud computing [1][3] - The investment is expected to create an additional 1 million jobs in India by 2030, focusing on artificial intelligence and logistics infrastructure [3] - Amazon aims to increase India's e-commerce export value to $80 billion by 2030, representing a fourfold increase from current levels [4] Investment Strategy - The investment will cover various sectors, including artificial intelligence and logistics, to enhance operational capabilities [3] - This commitment follows a previous announcement of an additional $15 billion investment in India, with $12.7 billion allocated specifically for Amazon Web Services (AWS) to strengthen infrastructure in the South Asia region [3] Market Context - India remains a high-growth market for Amazon and other major U.S. internet companies, despite facing regulatory challenges and intense local competition [3] - Competitors such as Flipkart, Blinkit, Instamart, and Zepto have established a strong presence in the near-instant delivery model, appealing to Indian consumers [3]