Can Nebius Become the Next Amazon?
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 23 2026
0mins
Should l Buy AMZN?
Source: Yahoo Finance
- Cloud Market Potential: Nebius achieved an annual recurring revenue of $1.25 billion by the end of 2025, with projections for 2026 reaching between $7 billion and $9 billion, indicating strong demand and rapid growth potential in the AI sector, positioning it as a significant competitor in the cloud market.
- Amazon's Competitive Edge: Amazon's AWS custom chips have an annual revenue run rate of $10 billion, growing at a triple-digit pace, showcasing its robust capabilities in cloud infrastructure and reinforcing its market leadership.
- Dependence of AI Startups: Many AI startups opt to rent cloud computing capacity rather than build their own data centers, and Nebius meets this demand with cutting-edge equipment and rapid deployment capabilities, driving explosive growth in its product offerings.
- Investment Opportunity Analysis: While Nebius shows strong growth potential, it remains insignificant compared to Amazon; investors may consider investing in both companies to capitalize on Amazon's stability and Nebius's rapid growth for dual benefits.
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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: 210.570
Low
175.00
Averages
280.01
High
325.00
Current: 210.570
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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