Global technology investment group Prosus NV has entered a strategic, multi-year agreement with Amazon Web Services (AWS) to consolidate its cloud computing and artificial intelligence infrastructure. The partnership, valued in the "hundreds of millions of dollars" over three years, is projected to deliver double-digit cost savings for Prosus.
The deal is a cornerstone of CEO Fabricio Bloisi's strategy to sharpen the group's focus on Europe, India, and Latin America. By developing and scaling standardised AI models across these core regions, Prosus aims to accelerate growth and double its enterprise value by 2028. The collaboration will leverage a team of roughly 1 000 AI specialists from Prosus who will co-create applications directly with Amazon counterparts, supported by an annual investment of approximately $100 million in AI talent and infrastructure.
A key objective is to deploy advanced AI "agents" and "life assistants" across its portfolio, which includes major platforms like iFood, Despegar, and OLX. While data privacy regulations prevent cross-border data sharing, standardising the underlying AI models will allow for the faster and more efficient rollout of new services in different jurisdictions. The agreement also grants Prosus access to AWS's global network of infrastructure and data centres.
This move continues Prosus's evolution from its origins as a venture of South African conglomerate Naspers — notable for its historic, multi-billion-dollar investment in Tencent — into a focused global internet investment and operations group actively building its own proprietary technology stack.
The sentiment is positive, viewing the partnership as a strategically sound operational move. The commitment to significant cost savings and a deep technical collaboration with a cloud leader validates Prosus's focused growth strategy and its serious investment in becoming an AI-driven operator, not just an investor. This deal is likely to be seen as enhancing operational leverage and scalability across its core markets. However, the positive view remains tempered by the broader execution risk inherent in Prosus's ambitious multi-region expansion plan and the substantial ongoing capital required to achieve its 2028 value target. The market will monitor the tangible rollout of AI applications and the realisation of promised cost efficiencies as key milestones.
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