Global Scans · Amazon · Weekly Summary

• [New] Amazon is largely expected to compete in part by bundling its Leo service with Prime memberships, AWS cloud services, or preferential treatment in its retail marketplace. Light Reading
• [New] Initially called Project Kuiper, the venture known as Amazon Leo has deployed 180 of 3,000 broadband internet-beaming satellites planned for its first constellation that could challenge SpaceX's Starlink. Yahoo News
• [New] If successful, Amazon Now could pull more everyday spending into Amazon's orbit, particularly in categories where convenience trumps price. Yahoo Finance
• [New] Advertising revenue momentum could accelerate further as Amazon expands monetization across Prime Video and shopping surfaces. Rolling Out
• [New] A B2B SaaS company might focus on ChatGPT and Perplexity; an e-commerce brand might prioritize Google AI Overviews and Amazon Rufus. Hubspot
• [New] Amazon Web Services and automotive technology supplier and Continental spin-off AUMOVIO will use generative AI to facilitate the development process for autonomous vehicles, beginning with Aurora's self-driving trucks. National Law Review
• [New] BMW plans to launch in-vehicle AI assistant technology developed in collaboration with Amazon. National Law Review
• [New] Companies like Amazon are betting that artificial intelligence will upend traditional online shopping by letting shoppers describe what they want in natural language, refine results through conversation and even hand off parts of the decision-making process to an automated assistant. Modern Retail
• [New] Generative AI shopping assistants could disintermediate Amazon by enabling price comparison and direct-to-consumer connections. Deep Research Global
• [New] Amazon's Premium Beauty store added several new brands at the end of 2025, most recently Bobbi Brown Cosmetics in December, and Bath & Body Works plans to launch on Amazon in the first half of 2026 as part of its turnaround strategy. Morning Brew
• [New] Cascade is a planned 12-unit Xe-100 project in Washington State with Energy Northwest and the first of several X-energy projects with Amazon targeting at least 5 GW of new nuclear by 2039. X-energy
• [New] Hyperscaler capex has entered unprecedented territory: $602 B projected for 2026, with Amazon, Microsoft, Google, and Meta each exceeding $100 B individually. Introl
• [New] Amazon is developing AR glasses targeting late 2026/early 2027 retail timing. Glass Almanac
• [New] Thousands of satellites, including Starlink, Amazon Kuiper, and China's Guowang, increase LEO traffic, creating both connectivity opportunities and operational challenges. Science Times
• [New] LEO broadband will enter a new phase of scaled roll-out as more constellations come online, including Amazon Kuiper and China's Qianfan (Thousand Sails). Access Partnership
• [New] Utilities that operate nuclear units will keep locking in symbiotic power relationships with the largest data-center operators, ranging from Amazon to Microsoft. Prinsights with Nomi Prins
• [New] Based on current estimates, about 80% of the 8% expected S&P 500 earnings growth for the quarter will be driven by the technology sector, which excludes several leading AI players including Alphabet, Amazon, and Meta. Dietz & Lynch Capital
• Amazon will earn $5 billion in Prime Video ad revenue in 2026 alone. FinancialContent
• With stronger integration between stores, delivery, and logistics, 2026 could be the year Amazon begins fully delivering on the promise of its grocery ambitions. The Food Institute
• Amazon and other major platforms will feel more like ChatGPT: conversational, predictive, and proactive. Azoma
• Google's TPUs and Amazon Web Services' Trainium are going to be threats to Nvidia as inference becomes the main event. Constellation Research Inc.
• Amazon Web Services' business accelerated last quarter - a trend that will likely continue in 2026. CNBC
• The Magnificent 7 - Microsoft, Amazon, Alphabet, Meta, Apple, Nvidia, and Tesla - are expected to spend $500 billion on capex in 2026. investing.com

Last updated: 18 January 2026