India's e-commerce landscape is projected to hit $250 billion by 2030, rising from the current $90 billion, as per the Google and Deloitte report ‘The $250 Billion Commerce Frontier’, indicating a transition from access to infrastructure to a continuous cycle of discovery, validation, and immediate satisfaction.

According to the report, with 150 million fresh consumers joining the digital market and individual spending expected to increase twofold, a Gen Z group of 220 million will account for 45 percent of online expenditures. This transition is leading to the development of AI-driven shopping experiences, with four key forces—Inspired, Intelligent, Instant, and Immersive—expected to add $100 billion to commerce growth by 2030.

Roma Datta Chobey, Managing Director - Connected Consumer Commerce, Google India says, “This is a pivotal moment for Indian commerce driven by a fundamental shift in how India shops. Consumers today demand experiences inspired by storytelling, powered by AI and immersive technologies, and anchored by instant fulfillment. At Google, we are committed to empowering this ecosystem through intelligence and trust.”

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“From our virtual try on tool and shopping features in AI Mode and now, Gemini app to creators driving commerce on YouTube, we are streamlining the journey from brainstorming to browsing to final purchase. Central to this evolution is our focus on agentic AI, where we are building tools to benefit both consumers and brands. We are excited to partner with the ecosystem to drive this new standard of commerce, leveraging AI to turn the ‘love for the find’ into a personalized, seamless reality for every consumer,” adds Roma.

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Anand Ramanathan, Partner & Consumer Industry Leader - South Asia, Deloitte says, “India’s e-commerce landscape is entering a structurally different phase, moving from mass marketing to an era of algorithmic intimacy, where demand is not just predicted but synthesized in real time. A new cohort of digital-first consumers, led by Gen Z, is driving this shift, valuing authenticity alongside speed and relevance.”

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“This is accelerating the rise of generative commerce, where consumers can describe a need and AI curates or even creates solutions instantly. We are also beginning to see the emergence of curation-as-a-service, with AI-led journeys reshaping discovery, decision-making and fulfilment. For businesses, the opportunity lies in combining intelligent technology, creator ecosystems and agile supply chains to drive deeper engagement, higher wallet share and sustainable growth,” adds Anand.