Amazon’s 29% X-Energy Stake Valued at $3.5B on $12B Valuation; AWS Faces $150M Drone Loss
Shares of X-Energy, an Amazon-backed advanced nuclear developer, surged 27% on Nasdaq debut, valuing Amazon’s 29% stake at $3.5 billion on a $12 billion valuation. Separately, AWS data centers in Bahrain and the UAE suffered drone strikes causing $150 million in uninsured losses and ongoing service disruptions.
1. X-Energy Nasdaq Debut and Amazon Stake
X-Energy closed its first trading day at $29.20, up 27% from its $23 IPO price, raising $1.02 billion and reflecting a $12 billion fully diluted valuation. Amazon held 65.8 million shares, representing a 29% stake valued at approximately $3.5 billion in the advanced nuclear developer.
2. AWS Drone Strike Loss and Insurance Exposure
Drone attacks on AWS data centers in Bahrain and the UAE last month halted services for weeks and resulted in $150 million in uninsured damages. Standard war-exclusion clauses in insurance policies left Amazon responsible for the full loss, highlighting data center vulnerability in conflict zones.
3. AWS Marketplace Adds Chainlink Oracle Services
AWS Marketplace now offers Chainlink Data Feeds, Data Streams and Proof of Reserve, enabling enterprises to integrate decentralized pricing, high-speed market data and reserve attestations into blockchain applications. This move streamlines on-chain connectivity for tokenized assets, DeFi platforms and real-time trading systems.
4. Market Reaction and Analyst Views
Investor interest in advanced nuclear energy remains elevated, with Wall Street examining new IPO opportunities in the sector following X-Energy’s debut. At the same time, leading analysts have issued a surprising bullish rating on Amazon, citing strength in its cloud, blockchain integrations and diversified growth drivers.