Meet Trend: Amazon + AI

$Amazon(AMZN.US)$ By over two times – 6x in the case of $Walmart(WMT.US)$ – on the top line, Amazon is outgrowing its major retail and delivery competitors, a trend that noncomparative internally-focused analyses do not reveal. (For a quick view of the year-by-year growth trends of these companies one only need look to the left of the revenue line on SA’s financial displays.) It’s indisputable that Amazon is a “market share machine” (which, just last week, added insult to injury by announcing that they plan to restart their shipping services unit).
Beyond that, since 11/01/2022 when I made the observation in an SA article, AMZN has outperformed the major equity indexes as well as the two of the three delivery service competitors, FedEx being the exception...

Amazon AI is built around what is likely the largest database ever assembled of supplier / consumer / product linkages. AWS ranks 1 among cloud providers with a reported 32% market-share ahead of Microsoft ( $Microsoft(MSFT.US)$ ) Azure and Alphabet Google ( $Alphabet-A(GOOGL.US)$ ) with 23% and 10%, respectively. As Amazon expands its fulfillment and delivery footprint it is also expanding its database as evidenced by the data centers it is opening including recently in Phoenix and Israel.