Global Scans · Amazon · Weekly Summary

• [New] Major players like Microsoft, Google, Amazon, Meta Platforms, and Apple are collectively pouring billions into AI infrastructure, data centers, and the development of new AI models, with capital spending on AI anticipated to surpass $200 billion by 2026. FinancialContent
• [New] Amazon is battling an FTC lawsuit over alleged monopolization of online retail, which could force changes to its third-party seller policies, potentially leading to increased competition and impacting profitability in its core e-commerce segment. FinancialContent
• [New] Autonomous vehicles and drones are being tested and implemented by companies such as Amazon, JD.com, and Yandex, offering the potential for faster, more efficient deliveries. Polaris
• [New] Firms like Microsoft or Amazon, though well-capitalized, could see continued favorable borrowing conditions for expansion. FinancialContent
• [New] The NFL, in partnership with Amazon Web Services, uses an AI tool called Digital Athlete to predict player injuries. HourlyDeveloper
• [New] The semiconductor giant's mid-November earnings will be key for near-term price action, with its data-center business continuing to benefit from strong hyperscale demand from Microsoft, Amazon, and Google. Finbold
• [New] Amazon commented on the soaring demand for computing power resulting from rapid AI advancements, aiming for full capacity deployment by the end of 2026. Ticker
• [New] Companies that are heavily reliant on NVIDIA's technology, such as cloud service providers like Amazon with AWS, Microsoft with Azure, and Alphabet with Google Cloud, could see both opportunities and challenges. FinancialContent
• [New] In the U.S. and Europe, electricity costs for hyperscale facilities have jumped 20-30% year-over-year, prompting warnings from operators like Amazon Web Services that unchecked growth could lead to blackouts or forced throttling of AI workloads. Future
• [New] Outside of OpenAI, the large data center builders like Amazon are estimated to spend $550 billion on capital expenditures in 2026, which would be 24% growth from 2025. Yahoo Finance
• [New] Amazon is projected to have almost 40 delivery fulfillment centers equipped with robots by the end of 2026, resulting in an estimated cost savings of $4 billion per year. Seeking Alpha
• [New] Cloud infrastructure, such as Amazon Web Services, will thrive: AGI requires enormous storage and computing capacity. MarketScreener
• [New] Companies, including Amazon, are introducing AI into nearly every facet of their operations in hopes of reducing costs and boosting productivity. SKY
• [New] Amazon intends to use AI and robots to fully automate its operations by 2030, potentially putting hundreds of thousands of people out of work. Technocracy News
• [New] Amazon has announced it will cut about 14,000 corporate jobs as the online retail giant ramps up spending on artificial intelligence while cutting costs elsewhere. Australian Broadcasting Corporation
• Amazon, Salesforce, and UPS are leading a wave of AI-linked job cuts, with Amazon alone trimming 14,000 corporate roles to streamline operations and capitalize on AI opportunities. Tech Startups - Startups and Technology news
• Microsoft, Alphabet, Meta, Apple and Amazon will provide essential perspectives on artificial intelligence investment returns and consumer technology demand. IG
• Amazon, Microsoft, Meta, and Google could spend an estimated $320 billion on capex, primarily for AI-related needs. Business Insider

Last updated: 09 November 2025