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Prosper Junior Bakiny, The Motley Fool
Tue, June 2, 2026 astatine 7:50 AM CDT 4 min read
Amazon (NASDAQ: AMZN) is performing good this year. The company's first-quarter results were strong, with accelerating request for its unreality services and a fast-growing advertizing segment. The e-commerce specialist's shares person climbed 19% arsenic a result, easy outpacing the S&P 500's 10% gains. But what if Amazon is conscionable getting started? Several ongoing developments suggest that the institution boasts charismatic opportunities that could let it to crush broader equities implicit the adjacent 5 years. Read connected to find retired more.
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The agentic AI tailwind
Amazon has already been a victor successful the artificial quality (AI) boom, acknowledgment to the galore AI-powered services it offers done its unreality division, Amazon Web Services (AWS). But the manufacture seems to beryllium progressively shifting toward agentic AI, oregon systems that spell beyond the question-response exemplary of chatbots and tin enactment autonomously toward a goal. Amazon could besides capitalize connected agentic AI successful respective ways. As the starring unreality computing company, Amazon tin supply the infrastructure indispensable to big and run AI agents. But Amazon besides designs chips specifically for AI workloads.
For instance, the company's Graviton CPU (Central Processing Unit) franchise is well-suited to tally AI agents. Amazon could acquisition third-party CPUs from starring providers, specified arsenic Intel and Advanced Micro Devices. In fact, it has already been doing truthful for years. However, processing its ain hardware in-house has respective advantages. It notably helps the institution chopped costs and walk those savings to customers, portion allowing it to go an adjacent much vertically integrated unreality computing provider.
That brings america to a caller woody Amazon signed with Snowflake. The cloud-based information specializer committed to walk $6 cardinal implicit 5 years connected AWS infrastructure to powerfulness AI and Agentic AI workloads, a woody that explicitly includes Graviton processors. The dollar magnitude itself isn't the point. For a institution the size of Amazon, $6 cardinal implicit 5 years isn't truly that meaningful. However, this benignant of woody highlights the accidental up for Amazon arsenic agentic AI becomes progressively important.
That's the large news. And it's besides worthy noting that it isn't the archetypal specified statement the institution has signed. In April, Meta Platforms partnered with Amazon to usage AWS and Graviton arsenic portion of its ain agentic AI push.
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