Global Scans · Amazon · Weekly Summary

• [New] Amazon plans to automate 75% of its operations using AI and robots, potentially saving $4 billion a year and reducing the need for about 160,000 warehouse jobs by 2027. Glen Eagle
• [New] Google, Amazon, Microsoft and Meta will spend more than $400bn on data centers in 2026, on top of more than $350bn in 2025. Edge and Odds -
• [New] OpenAI has signed a $38 billion deal with Amazon to purchase cloud-computing services, calling for immediate deployment of capacity via AWS by the end of 2026, with potential expansion into 2027 onwards. Agentic AI Weekly
• [New] Amazon has announced more job cuts expected in 2026 as part of its AI strategy. ABC 12 WJRT-TV
• [New] Hyperscalers such as Microsoft, Google, Meta, and Amazon are projected to invest $320 billion in 2025 into AI-related technologies and infrastructure, a substantial 40% increase from the previous year. FinancialContent
• [New] The top 4 American AI spenders alone (Google, Amazon, Meta, and Microsoft) plan to spend $420 billion on infrastructure in 2026. Technocracy News
• [New] Anthropic is already training and running inference for Claude on Project Rainier, and is expected to scale to more than one million Trainium2 chips across direct usage and Amazon Bedrock by the end of 2025. Amazon Web Services
• [New] OpenAI has signed a multi-year, multi-billion dollar deal with Amazon Web Services, gaining access to hundreds of thousands of Nvidia GPUs and new capacity coming online through 2026-2027. Medium
• [New] Amazon plans up to 30,000 layoffs to streamline operations and prepare for AI-driven growth. investing.com
• [New] Amazon is building consumer AR glasses to guide deliveries and scan products, turning retail into an AR-native use case that could beat social-first rollouts. Glass Almanac
• [New] Looking ahead, Amazon.com, Inc. has set a target to deliver 500 million packages annually by drones by 2030, with the program already expanded to include prescription deliveries through Amazon Pharmacy in Texas. Yahoo Finance
• [New] Amazon will be discounting plenty of Echo speakers, Fire TVs, and the best Kindles. Mashable
• 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
• 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
• 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
• Firms like Microsoft or Amazon, though well-capitalized, could see continued favorable borrowing conditions for expansion. FinancialContent
• The NFL, in partnership with Amazon Web Services, uses an AI tool called Digital Athlete to predict player injuries. HourlyDeveloper
• 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
• 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
• 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

Last updated: 16 November 2025