Le nkampani enkulu yezentengiselwano ze-inthanethi kanye ne-cloud computing iphawule ingqophamlando entsha eWall Street ngo izodlula u-$3 trillion ekutshalweni kwemali emakethe okokuqala ngqaLe nkampani eyasungulwa nguJeff Bezos ifinyelele inani lama-dollar ayizigidi eziyizinkulungwane ezingu-3,07 (cishe ama-euro ayizigidi eziyizinkulungwane ezingu-2,66) ngoMsombuluko, ikhuliswe intshiseko yabatshalizimali ngemuva kokukhishwa kwemiphumela yayo yekota ngesonto eledlule.
Ukwenyuka kwamasheya, okwenyuke ngaphezu kuka-5,75% ekuqaleni, kuvumele i-Amazon ukujoyina iqembu elikhethiwe lezinkampani ezinhlanu ezifinyelele lesi sibaloKanye neNvidia, i-Alphabet, i-Apple, ne-Microsoft, lesi sitoko sibhekane nokunyuka okukhulu: ezigabeni ezimbili nje kuphela, isitoko siqongelele inzuzo ecishe ibe ngu-20%, okususa ukungabaza ngomkhakha wezobuchwepheshe ngenxa yokusebenzisa imali eningi kubuhlakani bokwenziwa.
Ingqophamlando eWall Street
I-Amazon ithathe iminyaka engaphezu kwemibili nje kuphela ukuze kuzosuka ku-$2 trillion kuya ku-$3 trillionIgxathu elifinyelele kulo ngoJuni 26, 2024. Ngokuphambene nalokho, uhambo olusuka ku-trillion yokuqala, olufike ngoSepthemba 2018, luya ku-trillion ezimbili lwathatha iminyaka engaphezu kweyisithupha. Lokhu kusheshisa kubonisa ukukhula okukhulu kwenkampani, manje eseyinkampani yesihlanu ethengiswa esidlangalaleni eyigugu kakhulu emhlabeni, ngemuva kweNvidia (ephinde yathola uphawu lwe-5 trillion), i-Alphabet, i-Apple, ne-Microsoft.
Kuze kube manje kulo nyaka, inani le-Amazon likhuphuke cishe ngo-26%. iba yisitokwe esikhula ngokushesha kakhulu phakathi kwalabo ababizwa ngokuthi 'isikhombisa esihle kakhulu'I-Alphabet ilandela ngamaphesenti angaphezu kuka-19 kanti i-Apple cishe ngamaphesenti angu-12, kuyilapho i-Meta ne-Tesla bethola ukwehla okukhulu. Naphezu kokwanda, abahlaziyi bacabanga ukuthi isitoko sisakhanga: sihweba cishe ngenzuzo elindelekile izikhathi ezingu-25 ezinyangeni eziyishumi nambili ezizayo, okungaphansi ngo-44% kunesilinganiso seminyaka eyishumi edlule.
Qopha imiphumela yekota
Ithonya eliqhubekisela phambili lokhu kwanda kube ukushicilelwa kwemiphumela yekota yesibili ka-2026, okuyinto Badlule konke okulindelwe emaketheI-Amazon ibike inzuzo eningi engu-$62.647 billion (€54.313 billion), okuwukwenyuka ngo-245% uma kuqhathaniswa nesikhathi esifanayo ngonyaka odlule. Imali engenayo ifinyelele ku-$200.606 billion, ukwenyuka ngo-19,6%, okubangelwa kakhulu yi-cloud computing division yayo, i-Amazon Web Services (AWS).
I-AWS ikhule ngo-36,7% phakathi kukaMashi noJuni, yafinyelela ku-$42.200 billion. isivinini sayo esisheshayo sokwanda kumakota ayi-18Ngaphezu kwalokho, amabhizinisi e-Amazon obuhlakani bokwenziwa kanye nama-chip, njengeGraviton kanye neTrainium, ngalinye lidlule imali engenayo yonyaka ebilindelwe engaphezu kwamaRandi ayizigidi eziyizinkulungwane ezingama-25.000. Engxenyeni yokuqala yonyaka, imali engenayo yenkampani ifinyelele kumaRandi ayizigidi eziyizinkulungwane ezingama-92.902, ikhuphuke ngo-163%, kanti imali engenayo iyonke ifinyelele kumaRandi ayizigidi eziyizinkulungwane ezingama-382.125, ikhuphuke ngo-18,2%.
Umongo wemakethe kanye nokuqhathaniswa ne-Apple
Lesi sigameko esikhulu se-Amazon sifike ngesonto lapho i-Apple nayo ifinyelele khona amaRandi ayizigidigidi ezi-5, yize Inkampani i-Apple isilungise kakhulu isimo sayo ngemuva kwemiphumela yayo.Isitoko se-Apple sehle ngo-7,35% ngoLwesihlanu kanye nesinye esingu-1,78% ngoMsombuluko, silahlekelwa yisiqu sayo njengenkampani enkulu kunazo zonke emhlabeni ngokusetshenziswa kwemali emakethe yi-Nvidia kanye nesikhundla sayo sesibili yi-Alphabet. I-Apple manje inenani elilinganiselwa ku-$4,42 trillion, uma kuqhathaniswa ne-$4,56 trillion ye-Alphabet kanye ne-$5 trillion ye-Nvidia.
Ukungabaza ngenzuzo yokutshalwa kwezimali kwezobunhloli bokwenziwa bekuhlupha i-Amazon kusukela ngoMeyi, lapho ilahlekelwe cishe ngu-18% kusukela ezingeni layo eliphezulu kunawo wonke. Kodwa-ke, Imiphumela ye-AWS isuse ukungabaza Futhi bakhombisile ukuthi ukusetshenziswa kwemali ku-AI sekuqala ukuhumusha isidingo esikhulu samandla okusebenzisa ikhompyutha kanye nezinsizakalo ezihlobene nayo. Imakethe iphendule ngokusekelwa okukhulu, futhi i-Amazon ibe yisitoko esinenzuzo kakhulu sonyaka phakathi kwezinkampani ezinkulu zobuchwepheshe.
Isivinini i-Amazon ephinde kabili ngaso inani layo eminyakeni engaphezu kwemibili, yengeza ama-trillion dollars engeziwe, Kubonisa ukuzethemba kwabatshalizimali endleleni yayo yebhizinisi kanye nekhono layo lokusebenzisa amandla ekukhuleni kobuhlakani bokwenziwa. Nakuba le ndlela ingazange ibe yiqondile, inkampani ikhombisile ukuthi ukutshalwa kwezimali kwayo kuyaphumelela, futhi konke kukhombisa ukuthi izoqhubeka nokuba yisilinganiso emakethe yamasheya yomhlaba wonke, incintisana ukuba yi- uphawu olubaluleke kakhulu emhlabeni, ludlula i-Amazon ngezikhathi ezithile.
