For the past two years, the stock market narrative has been dominated by a single theme: infrastructure. Investors watched as major technology companies poured hundreds of billions of dollars into data centers and graphics processing units (GPUs). While necessary, this spending left shareholders asking a critical question: When will this massive investment turn into a consumer product that generates real cash?
In the first two weeks of January 2026, Amazon (NASDAQ: AMZN) provided a definitive answer. The company launched Alexa+ Web, a new browser-based interface that liberates its artificial intelligence (AI) assistant from the Echo smart speaker and places it directly onto desktop screens.
