Jim Cramer Warns to Watch Out for Amazon's AWS Cloud Performance

Amazon.com's stock performance is closely tied to the success of its Amazon Web Services (AWS) cloud business, according to Jim Cramer. Despite concerns about Prime Day, Cramer believes that AWS is where the real money is made. He notes that a recent CIO survey shows Amazon is gaining ground over Microsoft, Google, and Oracle in the cloud services market. Cramer also expects good growth from Anthropic, a new AWS offering.

Amazon.com, Inc.'s stock performance is closely tied to the success of its Amazon Web Services (AWS) cloud business, according to Jim Cramer. Despite concerns about Prime Day, Cramer believes that AWS is where the real money is made. A recent CIO survey shows Amazon is gaining ground over Microsoft, Google, and Oracle in the cloud services market [1].

AWS's recent development of its own cooling technology for the latest generation of Nvidia GPUs highlights its commitment to innovation and efficiency. The company's In-Row Heat Exchanger (IRHX) system is designed to cool high-performance AI chips, demonstrating AWS's capability to develop proprietary solutions [2]. This move has raised concerns about the potential impact on Vertiv, a provider of power and cooling solutions to the data center industry, but analysts have noted that the solution likely incorporates components from scaled suppliers like Vertiv and nVent [3].

AWS's partnership with Anthropic is another significant factor driving its growth. Morgan Stanley analysts estimate that AWS could generate $1.28 billion in sales in 2025 from Anthropic's use of its cloud services, with this number ballooning to almost $3 billion in 2026 and $5.6 billion in 2027 as Anthropic's AI workloads grow [4]. This partnership is expected to accelerate AWS's revenue growth and reinforce its position in the cloud services market.

In conclusion, Amazon.com's stock performance is strongly influenced by the success of its AWS cloud business. The company's innovative solutions, such as its IRHX cooling system and the Anthropic partnership, are key drivers of this success. As AWS continues to gain market share and generate significant revenue from these initiatives, investors can expect to see positive impacts on Amazon's overall stock performance.

References:
[1] https://finance.yahoo.com/quote/AMZN/
[2] https://www.datacenterdynamics.com/en/news/amazon-web-services-develops-cooling-technology-for-next-generation-nvidia-gpus/
[3] https://www.ainvest.com/news/vertiv-stock-rebounds-analysts-aws-news-overreaction-2507/
[4] https://www.businessinsider.com/amazon-anthropic-billions-cloud-revenue-growth-2025-7