Amazon Launches Alexa+ Site and Secures $38 Billion Cloud Deal with OpenAI
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 09 2026
0mins
Should l Buy AMZN?
Source: Fool
- New Product Launch: Amazon has launched the Alexa+ website, currently available to a limited number of early access users, aiming to compete with OpenAI's ChatGPT and Google's Gemini, highlighting Amazon's commitment to catching up in the AI space.
- Major Partnership Agreement: Amazon secured a $38 billion deal with OpenAI to provide AWS computing power over the next seven years, transforming OpenAI into a significant AWS customer and potentially helping Amazon regain market share in cloud computing.
- Market Share Dynamics: As of Q3 2025, AWS holds a 29% share of the cloud computing market, still ahead of Microsoft Azure's 20% and Google Cloud's 13%, but down from 34% in 2022, indicating competitive pressures for Amazon.
- Potential Investment Opportunity: Amazon is in talks to invest at least $10 billion in OpenAI, which could enhance Amazon's capabilities in AI technology and position it as a peer to Alphabet and Microsoft in the AI processor space.
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Analyst Views on AMZN
Wall Street analysts forecast AMZN stock price to rise
44 Analyst Rating
41 Buy
3 Hold
0 Sell
Strong Buy
Current: 259.700
Low
175.00
Averages
280.01
High
325.00
Current: 259.700
Low
175.00
Averages
280.01
High
325.00
About AMZN
Amazon.com, Inc. provides a range of products and services to customers. The products offered through its stores include merchandise and content it has purchased for resale and products offered by third-party sellers. The Company’s segments include North America, International and Amazon Web Services (AWS). It serves consumers through its online and physical stores and focuses on selection, price, and convenience. Customers access its offerings through its websites, mobile apps, Alexa, devices, streaming, and physically visiting its stores. It also manufactures and sells electronic devices, including Kindle, Fire tablet, Fire TV, Echo, Ring, Blink, and eero, and develops and produces media content. It serves developers and enterprises of all sizes, including start-ups, government agencies, and academic institutions, through AWS, which offers a set of on-demand technology services, including compute, storage, database, analytics, and machine learning, and other services.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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