Global Scans · Amazon · Weekly Summary

• [New] Fastest Growing Segment: AI ASICs are the fastest-growing component type, with Omdia forecasting AI ASIC revenue to reach US$ 84.5 billion by 2030 as Google, Amazon, and Microsoft scale proprietary silicon deployments across hyperscale data centers. Persistence Market Research
• [New] The nuclear deals are the most important strategic response: Microsoft restarting Three Mile Island for 835 MW in 2028, Google signing the first corporate SMR fleet deal for 500 MW in 2030-2035, Amazon securing 1.92 GW from Susquehanna. AI Business Weekly
• [New] Amazon, Microsoft, Google and Meta are expected to spend more than $700bn on AI infrastructure in 2026, while Britain is competing to attract new data centers and computing capacity. City AM
• [New] Amazon is focused on building infrastructure that will grow its core AWS business as well as expanding its AI business. tradingkey.com
• [New] Direct-to-device capability arrives with future generations of Amazon Leo Amazon has not given a specific date for when ordinary users will get D2D messaging or calls the way T-Mobile customers already can with Starlink today. 5G Training and 5G Certification
• [New] Amazon will account for 43.4% of all new US search ad spending between 2026 and 2028. Forbes
• [New] Amazon is projected to capture 60% of all U.S. online sales by 2026, building on its 37.6% share of U.S. retail e-commerce spending in 2024. SellerSprite
• [New] Amazon, Google, Microsoft, Meta and Oracle are projected to spend $750 billion in 2026 on data centers, chips and other A.I. infrastructure, up from roughly $400 billion last year. / USA The New York Times
• [New] Amazon Web Services, meanwhile, plans to spend $200bn in capex in 2026 with Meta setting aside $145bn. IT Pro
• [New] Among the large AI infrastructure deals Amazon signed in the quarter were one with OpenAI to build approximately 2 gigawatts of Amazon Trainium capacity starting in 2027 and one with startup Anthropic, which wants to use up to 5 gigawatts of current and next-generation Trainium chips. tradingkey.com
• [New] Amazon has asked federal regulators to approve a request to launch up to 5,105 internet satellites as part of a constellation that will provide direct-to-device connectivity. CNBC
• [New] Amazon said it expects to begin deploying its D2D network in 2028. CNBC
• [New] Significant upside could come from Amazon LEO scaling, while a sharp AI capex reversal remains the primary downside risk. 24/7 Wall St.
• [New] Amazon Web Services will benefit from secular growth trends such as increasing reliance on AI applications. WTOP News
• [New] Amazon Leo will cost more than US$ 10 billion, while full deployment of SpaceX's Starlink is estimated at US$ 20-30 billion. Lowy Institute
• [New] Microsoft, Alphabet, Meta and Amazon are collectively projected to lift AI infrastructure spending from $650 billion in 2026 to $1 trillion in 2027 - the single number underpinning the bull case, since Nvidia captures the dominant share of every accelerated-computing dollar. FinanceFeeds
• Amazon plans to invest $12 billion in data center campuses in Northwest Louisiana that will be served by Southwestern Electric Power Co., an AEP subsidiary. Observer
• Alphabet, Microsoft and Amazon will report earnings over the next two weeks as investors look for evidence that years of record spending on AI are beginning to generate stronger revenue growth. City AM
• NVIDIA's current valuations appear reasonable given the big cloud providers like Microsoft, Alphabet, Meta, and Amazon are gearing up more investments in their AI infra, with hyperscaler AI capex projected to rise from $650 billion in 2026 to $1 trillion in 2027. tradingkey.com
• Just four large tech companies - Google parent Alphabet, Amazon, Meta Platforms, and Microsoft - are expected to invest $720 billion in 2026, mostly on data centers. ABC News
• Amazon will enable cloud side support for UDCs and ATs within the next year. alexa-blog

Last updated: 09 August 2026