Berkshire Sells 77% of Amazon Stake as AWS Eyes $12.7B India Build
During Q4, Berkshire Hathaway sold 7.7 million Amazon shares, slashing its stake by 77% to 2.3 million shares in its first major divestment since Q3 2023. Amazon plans a $12.7 billion investment in Indian cloud infrastructure through 2030, prioritizing hyperscale expansion against regional competitors.
1. Berkshire Sells Major Amazon Stake
In Q4, Berkshire Hathaway reduced its Amazon holding by 7.7 million shares, cutting its position from 10 million to 2.3 million shares. This 77% stake reduction marks Berkshire’s first significant sale of Amazon stock since Q3 2023, potentially reflecting concerns over Amazon’s 2026 capital expenditure guidance of $200 billion.
2. AWS Plans $12.7B India Cloud Investment
Amazon has committed $12.7 billion to build cloud infrastructure in India by 2030, aiming to capitalize on the country’s growing digital economy. This move positions AWS against major players like AdaniConnex, Google, Reliance Industries and Tata Consultancy Services, which are also scaling AI-ready data centers.
3. Amazon Captures 11% of Home Improvement Market
In 2025, Amazon secured 11% of the U.S. home improvement market, ranking third behind Home Depot’s 28% and Lowe’s 17%. The e-commerce giant continues to leverage its online platform to challenge traditional big-box retailers in tools and building materials.