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Disclaimer: The blog posts and comments on this blog and posts on social networks are not investment recommendation, are provided solely for informational purposes, and do not constitute an offer or solicitation to buy or sell any securities. The opinions expressed on the blog are Petar Posledovich's. Petar Posledovich does not guarantee the accuracy of the information presented on this blog and social networks. The information presented is "as is". The blog is stocks analysis and valuation, Bitcoin, Cryptocurrencies, Artificial Intelligence, AI, deep-learning focused. Independent, unbiased AI insights. Petar Vladimirov Posledovich is not liable for any investment losses incurred by reading and interpreting blog posts on this blog and posts on social networks. Conflicts of interest: I may possess some of the securities, currencies or their derivatives mentioned in the blog post and posts on social networks! The blog is property of Wolfteam Ltd. www.wolfteamedge.com Respectfully yours, Petar Posledovich

Sunday, November 23, 2025

How High Can Amazon's Market Capitalization Go In An AI Positive Case?

 


If the overly optimistic forecasts of Wall Street research analysts, investors and Silicon Valley technologists and investors for artificial intelligence, AI come to fruition, Amazon's market capitalization could reach 10.5 trillion USDs, according to Wolfteam Ltd.'s projections and estimates.

The premise for such a forecast is that Amazon's revenue reaches 1.1 trillion USDs and its net profit reaches 90 billion USDs, in Wolfteam Ltd.'s view.

Amazon is the leader in cloud computing with 34 % market share. The global cloud computing market size was estimated at USD 752.44 billion in 2024 and is projected to reach USD 2,390.18 billion by 2030, growing at a CAGR of 20.4% from 2025 to 2030. 

Amazon is also the leader in ecommerce. The global ecommerce market is expected to total $4.8 trillion in 2025.  

Cloud computing ensures leadership for Amazon also in the artificial intelligence, AI data center build out race. Amazon's Q chat bot is not as popular as OpenAI's ChatGPT, Alphabet's Gemini or xAI's Grok, but much of the world's computing goes via Amazon's servers.

If AI changes the world profoundly, Amazon will most likely lead the change and its market capitalization will rise a lot, if artificial intelligence makes us all multiple fold more productive.

There is the risk that artificial intelligence, AI's boom could turn into bust, much like the Dot Com boom and bust during which Amazon's market capitalization fell circa 90 % from peak to trough. 

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