AWS has partnered with steelmaker ArcelorMittal to bring cloud and AI capabilities into manufacturing automation globally. At the same time, analysts project Amazon's Prime Day sales will reach $21.6 billion（約3.5兆円） total, a roughly 5% increase. With 97% of analysts rating Amazon a Buy and a median price target suggesting 36.47% upside, the news underscores confidence in the company's dual strength in cloud services and retail operations.
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AWS announced a strategic collaboration with ArcelorMittal to accelerate industrial automation using cloud, AI, and edge technologies. ArcelorMittal will integrate its operational technology and information technology on AWS infrastructure. Separately, BofA Securities forecasts Amazon's Prime Day gross merchandise value will grow approximately 5% to $21.6 billion（約3.5兆円）, with first-party GMV reaching $11.6 billion（約1.9兆円） and third-party GMV reaching $10 billion（約1.6兆円）.
Why it matters
The ArcelorMittal partnership demonstrates AWS's expansion beyond traditional cloud services into manufacturing automation—a high-value sector. For investors, the Prime Day outlook supports analyst confidence: 97% of 73 analyst ratings compiled by CNN rate Amazon a Buy, with a median price target of $319.50, representing 36.47% upside from the current price of $234.11.
What to watch
Prime Day shifted from July to June this year. The forecast assumes first-party GMV growth of 4.5% year-over-year and third-party GMV growth of 5.0% year-over-year.
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