Amazon ka **$200 Billion** AI Plan: Stock **11.5%** Dhadaam! Cloud War Mein Badi Chal?

TECH
Whalesbook Logo
AuthorKavya Nair|Published at:
Amazon ka **$200 Billion** AI Plan: Stock **11.5%** Dhadaam! Cloud War Mein Badi Chal?
Overview

Amazon ke investors ke liye aaj ka din thoda scary raha. Company ne 2026 ke liye **$200 Billion** ka bada kharcha announce kiya hai, mainly AI ke liye. Is announcement ke baad stock market band hone ke baad **11.5%** tak neeche gir gaya.

AI par Amazon ka Mega Plan: Cloud King Banne Ki Jung?

Dekho bhai, Amazon ne 2026 ke liye apna capital expenditure ka plan bataya hai, jo lagbhag $200 Billion hone wala hai. Isme mostly paisa artificial intelligence (AI) aur cloud infrastructure par lagaya jayega. Yeh number analysts ki umeed se kaafi zyada hai, aur iski wajah se market band hone ke baad stock mein 11.5% ki girawat dekhne ko mili.

Company lagbhag $125 Billion ka kharcha 2025 mein karne wali hai, aur 2026 mein yeh $200 Billion ke paar ja sakta hai. Industry mein sabhi badi companies, jaise Google, Microsoft, aur Meta, AI par $480 Billion se zyada kharch karne ka plan bana rahi hain, toh Amazon bhi peeche nahi rehna chahta.

Investor Kyun Pareshaan Hain?

Itna bada kharcha dekh kar investors thode chintit hain. Unhe lagta hai ki itne paise lagane ke baad bhi returns milenge ya nahi, especially jab AI infrastructure costly hota jaa raha hai. Lekin Amazon isse apni cloud market (AWS) mein leadership maintain karne ka ek zaruri kadam bata raha hai. Especially jab Google Cloud 48% year-over-year grow kar raha hai aur uska annualized run rate $70 Billion se upar chala gaya hai, jisme operating margin 30.1% hai. AWS bhi 24% grow kar raha hai, par competition tagda ho gaya hai.

Amazon ka P/E ratio filhaal lagbhag 33-34x ke aas-paas hai, jo industry average (18.14x) se kaafi zyada hai. Iske saath itna bada capex plan investors ke liye sawal utha raha hai.

Q4 Results Aur Future Ka Outlook

Amazon ne Q4 2025 ke results toh acche diye hain, jisme net sales $213.4 Billion aur operating income $25.0 Billion raha. Lekin pehle quarter ke liye operating income ka guidance $16.5 Billion se $21.5 Billion ke beech mein hai, jo analysts ke andaaze se thoda kam hai. Free cash flow mein bhi 71% ki girawat hui hai, jo $11.2 Billion ho gaya hai, shayad isi infrastructure build-out ki wajah se.

Microsoft ka cloud margin bhi AI scaling ke kaaran 69% tak aa gaya tha, aur Meta bhi 2026 mein $115 Billion se $135 Billion ka capex plan kar raha hai.

Cloud Ke Alawa Kya?

Cloud aur AI ke alawa, Amazon ka advertising business bhi mast chal raha hai, jisme Q4 mein sales 22% badhkar $21.3 Billion ho gayi. Company apne physical retail ko bhi thoda adjust kar rahi hai, kuch stores band kar rahi hai jisme $610 Million ka impairment bhi dikhaya hai, lekin Whole Foods jaise brands par focus kar rahi hai.

Analysts ke liye abhi bhi kuch sawal hain ki itna kharcha kaise manage hoga, aur Amazon ka stock bhi current analyst price targets se neeche trade kar raha hai, jahan targets $250 se $340 tak hain.

Disclaimer:This content is for educational and informational purposes only and does not constitute investment, financial, or trading advice, nor a recommendation to buy or sell any securities. Readers should consult a SEBI-registered advisor before making investment decisions, as markets involve risk and past performance does not guarantee future results. The publisher and authors accept no liability for any losses. Some content may be AI-generated and may contain errors; accuracy and completeness are not guaranteed. Views expressed do not reflect the publication’s editorial stance.