Kya Microsoft ki Wajah se Amazon Mushkil mein hai? AWS Results Analysis

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As Amazon Announces Results Today, All Eyes Are on AWS – Aur Iski Wajah Hai Microsoft! 😲

✍️ By Daily Review Dhamaka Desk 📅 Updated: Today

Doston, aaj ki shaam Tech Market ke liye kisi T20 World Cup Final se kam nahi hai! 🍿

Aaj Amazon apne quarterly results announce karne wala hai. Waise toh hum aur aap Amazon ko shopping, boxes, aur Prime Video ke liye jaante hain, lekin Wall Street ke bade investors ko aaj aapke orders se koi matlab nahi hai. Unki saari nazrein sirf ek cheez par tiki hain – Amazon Web Services (AWS).

Kyun? Kahaani mein twist hai!
Twist ye hai ki is tension ki wajah Amazon khud nahi, balki unka sabse bada rival Microsoft hai. Kuch din pehle Satya Nadella ki team ne jo numbers dikhaye, usne Andy Jassy (Amazon CEO) ko hot seat par bitha diya hai.

Aayiye detail mein samajhte hain ki aakhir maajra kya hai, Microsoft ne aisa kya kar diya, aur aaj Amazon ke results se aapke investments aur tech future par kya asar padega.

📑 Is Post Mein Kya Hai:

• 👉 Microsoft Effect: Satya Nadella ne market ko kyun dara diya?
• 👉 AWS vs Azure: Kaun jeet raha hai Cloud War?
• 👉 The AI Question: Kya Amazon AI race mein peeche hai?
• 👉 Conclusion: Investors ke liye final verdict.

1. Microsoft Ne Aag Laga Di Hai (The Context)

Sabse pehle context samajhte hain. Pichle hafte Microsoft ne apne results bataye. Unka Cloud business (Azure) massive grow hua—lagbhag 30-39% ki range mein. Ye koi choti baat nahi hai.

Lekin investors khush hone ke bajaye thoda dar gaye. Kyun? Kyunki Microsoft ne kaha:
"Bhai, humare paas demand toh bahut hai AI ki, lekin humare paas servers (capacity) hi kam pad rahe hain!"

"Simply bole toh – Grahak dukaan ke bahar line lagakar khade hain, lekin dukaan mein maal khatam ho gaya hai."

Ab sawal ye hai: Kya Amazon ke saath bhi yahi problem hai?
Agar duniya ke sabse bade cloud provider (AWS) ne aaj ye keh diya ki "Humare paas bhi chips aur servers ki kami hai," toh Tech Stocks mein bhayankar girawat aa sakti hai. Isliye aaj sabki saansein ruki hui hain.

2. AWS: The $100 Billion Engine

Aapko lagta hoga Amazon ka paisa boxes deliver karne se aata hai. Galat. Amazon ka asli munafa (profit) AWS se aata hai. Ye company ka "Golden Goose" hai.

Pichle kuch quarters se AWS ki growth thodi slow ho gayi thi (around 13-17%), jabki Microsoft Azure rocket ki tarah 30% par bhaag raha tha. Lekin pichle quarter mein AWS ne wapas momentum pakda tha.

Aaj Wall Street ko ek specific number chahiye:
Analysts expect kar rahe hain ki AWS ki revenue growth 19% ke aas-paas honi chahiye.

• 🔴 Agar < 18% aaya: Toh log bolenge Amazon AI race mein haar raha hai.
• 🟢 Agar > 20% aaya: Toh stock aasmaan chhu lega.

⚔️ The Cloud Battle ⚔️

Microsoft Azure

~33% Growth

(Driven by ChatGPT/OpenAI)

Amazon AWS

Target: 19-20%

(Driven by Bedrock/Claude)

3. AI Wars: Bedrock vs OpenAI

Bhai, aajkal agar koi tech company AI ka naam na le, toh uska stock waise hi gir jaata hai. Microsoft ke paas OpenAI (ChatGPT) ka support hai, jo unhe bohot strong banata hai.

Amazon ne thoda late start kiya, lekin wo ab aggressive khel rahe hain. Unhone Anthropic (Claude AI) mein $4 Billion lagaye hain aur apna platform 'Bedrock' launch kiya hai.

Investor ka sawaal:
Kya companies waakai mein Amazon ka AI use kar rahi hain? Microsoft ne clear numbers diye hain ki AI se unhe kitna revenue mil raha hai. Aaj Amazon ko bhi hawabaazi chhod kar real numbers dikhane honge.

Ek aur chinta ka vishay hai Kharcha (CapEx). AI servers lagane mein paani ki tarah paisa bahaana padta hai. Microsoft aur Google ne record tod kharcha kiya hai. Kya Amazon bhi yahi karega? Agar kharcha badha, toh profits (margins) kam honge, jo short-term traders ko pasand nahi aayega.

4. Final Verdict: Kya Karein?

Toh doston, conclusion kya nikalta hai?

Dekhiye, Amazon ek bahut badi company hai. Unka Retail business (jahan hum shopping karte hain) strong ho raha hai kyunki unhone delivery speed badha di hai aur shipping cost kam ki hai. Ye ek hidden positive point hai.

Lekin aaj raat ka hero ya villain AWS hi hoga.

Mera Opinion:
Agar aap long-term investor hain, toh ghabraiye mat. Cloud market abhi bahut bada hone wala hai aur Amazon ke paas experience hai. Lekin agar aap kal ke liye trade kar rahe hain, toh volatile market ke liye ready rahiyega. Microsoft ne benchmark set kar diya hai, ab Amazon ko bas deliver karna hai.

Aapka kya khayal hai? Kya Amazon Microsoft ko Cloud war mein pachhad payega? Comment karke zaroor batayein! 👇

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Frequently Asked Questions (FAQs)

Q: Amazon ke results kab aayenge?

A: US Market band hone ke baad, yani Indian Time ke hisaab se kal subah (Friday) 2:30 AM - 3:00 AM ke beech.

Q: AWS revenue kyu important hai?

A: Kyunki Amazon ka majority profit AWS se hi aata hai, retail business ka profit margin bahut kam hota hai.

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