Global Scans · Amazon · Weekly Summary

• [New] Amazon plans $200 billion in capex in 2026 spending, primarily on AI infrastructure. 24/7 Wall St.
• [New] Amazon plans to spend approximately $200 billion in capital expenditures across Amazon in 2026, focused on AI infrastructure, custom silicon, and satellite internet. 24/7 Wall St.
• [New] Amazon plans to send up 60,000 of its own satellites, Chinese companies nearly 60,000 more. CNet
• [New] AWS AI revenue is running above $15 Billion annually - Amazon expects $200 Billion of 2026 capex mostly tied to AI infra - Project Leo already has 200+ satellites in orbit ahead of launch. NextBigFuture.com
• [New] Amazon plans to serve communities with 30 million customers by year-end with its Prime Air drone delivery service and expects to deliver half a billion packages by the end of this decade. Aviation Week Network
• [New] Amazon will significantly ramp up Prime Air drone capacity in 2026 as part of a multi-pronged initiative to move beyond same-day delivery and deliver e-commerce orders within hours, or even minutes. Postaltimes
• [New] Amazon: Prime Video remains a major threat in live sports bidding, though Netflix's specialized UI gives it a slight edge in discovery. FinancialContent
• [New] As Amazon Leo and Starlink expand, networks will need multi-orbit, multi-RAT orchestration, coverage-aware routing, and policy engines that treat satellite as a first-class access, not just a backup tunnel. The Art of CTO
• [New] Amazon and SpaceX interest in Globalstar, plus commentary that emerging players could become the first 'global mobile operator', highlight accelerating non-terrestrial network convergence. The Art of CTO
• KeyCorp Raises Intel Price Target to $70 Positive Sentiment: Hyperscaler opportunity: Reports that Intel is in talks with Amazon and Google for advanced packaging services suggest additional large, recurring commercial opportunities beyond Terafab. MarketBeat
• Alphabet, Amazon, Meta, and Microsoft are projected to spend a combined $650 billion on AI infrastructure in 2026. webhosting.today
• America's Big Four hyperscalers - Alphabet, Amazon, Meta, and Microsoft - have collectively announced AI spending exceeding $650 billion in 2026 alone, with total US AI compute infrastructure spending projected to surpass $2.8 trillion by 2029 (Brookings). Digital in Asia
• Amazon is reportedly aiming consumer AR glasses for late 2026-early 2027. Glass Almanac
• Amazon Prime Video's ad-free tier will jump to $19.98 monthly. Cedar Report
• Amazon will soon levy a 3.5% fuel and logistics-related surcharge on fulfilment services for third-party sellers as the e-commerce giant battles elevated operating costs. Postaltimes
• A major development for Amazon is its recent deal with Delta Air Lines to provide satellite internet service on flights, starting in 2028. Bitget Exchange
• CNBC's MacKenzie Sigalos on a report that Amazon is in talks to buy Globalstar in a deal valued at $9 billion, a move that could strengthen its satellite internet ambitions. CNBC
• Following the physical disruptions to data centers in the Middle East earlier in 2026, Amazon is expected to divert more of its budget toward regional redundancy and fortified infrastructure. FinancialContent
• Amazon Web Services (AWS) will become the exclusive third-party cloud provider for OpenAI Frontier, the enterprise platform for developing and managing AI agents. Verdict

Last updated: 19 April 2026