Amazon invests $200B in AI cloud expansion via AWS, driving strong profits and market share amid projected $2T AI cloud growth by 2030.

Amazon is investing $200 billion in 2026 to expand its AI-driven cloud infrastructure through AWS, which generated 56% of its 2025 operating profit and holds a 28% cloud market share, positioning it strongly in the projected $2 trillion AI cloud market by 2030. In contrast, Home Depot saw sales rise 5.6% in the first nine months of 2025 but reported a 2% earnings decline due to a stagnant housing market, with January home sales dropping 8% amid high interest rates and elevated prices. Amazon’s lower price-to-earnings ratio of 28 versus the tech sector average of 41 suggests stronger near-term growth potential.