Amazon Eyes $3 Trillion Valuation as AI and AWS Drive 2026 Growth

This article first appeared on GuruFocus.

Amazon (AMZN, Financials) wants to be worth $3 trillion by 2026. To get there, it is speeding up its investments in cloud infrastructure and artificial intelligence. The corporation is spending $125 billion to make AWS bigger and to develop new processors like Trainium3, which are four times faster than older ones.AWS, Amazon’s most lucrative subsidiary, grew by 20% in late 2025 and might increase by 30% in 2026 as it works through a $200 billion backlog of customers. According to analysts, this comeback is the start of a new growth cycle driven by AI workloads and business demand.To save expenses, the corporation is also putting robots and AI-powered quality systems in all of its fulfillment locations. By 2026, analysts think that automation might take over 50,000 manual jobs and save nearly $7.5 billion a year.Analysts are still positive, even if the stock market did worse than other indices in 2025. Mark Mahaney of Evercore…