Catalizadores de crecimiento de Amazon en 2026: cómo AWS y Zoox están redefiniendo los mercados de IA y movilidad

Amazon's strategic investments in artificial intelligence (AI) and autonomous mobility are poised to redefine its growth trajectory in 2026. As the company navigates a rapidly evolving technological landscape, two subsidiaries-Amazon Web Services (AWS) and Zoox-are emerging as pivotal drivers of margin expansion and infrastructure innovation. By leveraging cutting-edge AI infrastructure and reimagining urban mobility, Amazon is positioning itself to dominate two of the most transformative sectors of the decade.

AWS: Scaling AI Infrastructure for Government and Enterprise Markets

AWS, Amazon's cloud computing arm, is to build the first U.S. government-dedicated AI and high-performance computing (HPC) infrastructure, set to launch in 2026. This initiative will add 1.3 gigawatts of AI and supercomputing capacity across AWS Top Secret, AWS Secret, and AWS GovCloud (US) Regions, enabling federal agencies to accelerate AI-driven decision-making and scientific discovery. The expansion aligns with the Trump Administration's AI Action Plan, which prioritizes AI adoption in government operations.

The strategic value of this investment lies in AWS's ability to monetize its AI services at scale. Tools like Amazon SageMaker for model training, Amazon Bedrock for deployment, and custom Trainium AI chips are already driving demand from enterprises. In 2025, AWS demonstrated mid-to-high teens revenue growth, fueled by rising AI workloads. Looking ahead, AI-driven acceleration is expected to constitute a larger share of AWS's revenue mix in 2026, with improved utilization of capital expenditures potentially leading to stable growth and better operating leverage as reported in financial analysis.

Moreover, AWS's custom silicon strategy--offers cost-efficient solutions for training and inference, deepening customer stickiness and expanding long-term margins. While heavy capital expenditures may weigh on short-term profitability, the long-term payoff is clear: as enterprises shift mission-critical applications to the cloud, AWS's margins are projected to expand significantly.

Zoox: Pioneering High-Margin Mobility as a Service

Zoox, Amazon's autonomous ride-hailing subsidiary, is redefining urban mobility through strategic infrastructure partnerships and technological innovation. In 2026, the company will launch autonomous ride-hailing services at T-Mobile Arena in Las Vegas, marking its first collaboration with a major sports venue. This partnership includes a dedicated Zoox pickup lane and branded services, enhancing accessibility for millions of annual visitors.

Simultaneously, Zoox is scaling its robotaxi fleet with Panasonic Energy's , chosen for their energy density and reliability. These batteries will power operations in key urban centers like Las Vegas and San Francisco, where Zoox has already launched public robotaxi services. The company's filing for a commercial exemption with the to deploy 2,500 vehicles for paid service underscores its ambition to dominate the MaaS sector.

Zoox's integration into Amazon's ecosystem is a high-margin growth opportunity. By leveraging AWS's cloud infrastructure for data processing and AI optimization, Zoox can reduce operational costs while expanding its service footprint. This synergy aligns with Amazon's 2026 strategic vision of scaling its cloud business and embedding autonomous mobility into everyday urban experiences as detailed in market analysis.

Synergies and Strategic Infrastructure Leverage

The interplay between AWS and Zoox exemplifies Amazon's ability to create cross-sector value. AWS's AI infrastructure not only supports Zoox's autonomous vehicle operations but also enhances data analytics for route optimization and customer personalization. Conversely, Zoox's mobility data can feed back into AWS's AI models, creating a virtuous cycle of innovation.

This dual-engine strategy-AI-driven cloud services and autonomous mobility-positions Amazon to capitalize on two high-growth markets. As AWS's AI workloads scale and Zoox's MaaS adoption accelerates, Amazon's infrastructure investments will yield compounding returns. , largely directed toward AWS infrastructure, further signals confidence in long-term margin expansion.

Conclusion: A 2026 Growth Narrative

Amazon's 2026 growth narrative hinges on its ability to execute on dual frontiers: AI infrastructure and autonomous mobility. With AWS securing a dominant position in government and enterprise AI markets and Zoox pioneering high-margin MaaS solutions, the company is well-positioned to outperform peers. Investors should closely monitor AWS's utilization rates and Zoox's regulatory progress, as these will be critical indicators of margin expansion and strategic execution.

As the AI and mobility markets converge, Amazon's infrastructure-first approach ensures it remains at the forefront of technological disruption-a compelling catalyst for sustained growth in 2026 and beyond.