Global Scans · Amazon · Weekly Summary

• [New] Alphabet, Amazon, Meta and Microsoft have forecast combined capital expenditure of around $650bn in 2026, largely driven by data center and AI infrastructure investment. CPA | The Credit Protection Association
• [New] Amazon, along with Alphabet Inc., Meta Platforms Inc. and Microsoft Corp., are expected to shell out roughly $650 billion for AI tools in 2026, about 60% more than the prior year. IndexBox Inc.
• [New] Amazon continues to be a formidable omnichannel threat, though Kroger's recent eCommerce Strategic Review - which forecasted a $400 million profit improvement - suggests the grocery gap is closing in favor of the specialized operators. The Chronicle-Journal
• Large technology firms, including Microsoft, Meta, Amazon, and Alphabet, are projected to spend a substantial sum on data centers required for AI workloads that utilize Nvidia's hardware. IndexBox Inc.
• Amazon Web Services will be the exclusive third-party cloud provider for OpenAI Frontier, the ChatGPT maker's enterprise platform for building and running AI agents. ST
• Amazon said it plans to invest US$ 12 billion in data center campuses in Louisiana, to support AI and cloud computing. Sophic Capital
• A strategic partnership between Amazon and OpenAI will develop customized models to power Amazon's consumer-facing products, and Nvidia secured next-generation inference compute arrangements. investing.com
• According to Bridgewater Associates, America's big four hyperscalers-Alphabet, Amazon, Meta and Microsoft - are expected to collectively invest roughly $650 billion in AI infrastructure in 2026 alone, up from $410 billion in 2025. usfunds
• Google is exploring the potential for space-based TPU clusters, while Amazon founder Jeff Bezos predicts that within the next two decades gigawatt-scale datacenters would fill the skies powered by an enduring stream of photons. The Register
• Amazon, Microsoft, Meta, and Google spent hundreds of billions of dollars on AI across 2025, and are expected to shell out another $650 billion in 2026. Futurism
• Amazon, Microsoft, Alphabet, and Meta will collectively spend approximately $650 billion on data centers, chips, and power systems in 2026. The Tech Buzz
• U.S. technology giants Alphabet GOOGL-Q, Amazon AMZN-Q, Meta META-Q and Microsoft MSFT-Q are expected to collectively invest about US$650 billion to scale up AI-related infrastructure in 2026. The Globe and Mail
• Amazon said on Thursday it expects capital expenditures to rise to US$ 200 billion in 2026 as it pours more money into artificial intelligence efforts. Sophic Capital
• Amazon, Google, Meta and Microsoft say they will dramatically boost their data center spending in 2026. Data Center Richness
• Major tech companies, including OpenAI, Amazon, Google, Meta and Microsoft, are expected to join Trump next week at the White House to sign a ratepayer protection pledge committing to build or buy their own electricity to power AI data centers. Just Security
• Alphabet, Microsoft, Meta and Amazon are expected to spend $700 billion combined in 2026 to fuel their AI expansion. CNBC
• Amazon is warning that a Russian-speaking hacker used multiple generative AI services as part of a campaign that breached more than 600 FortiGate firewalls across 55 countries in five weeks. BleepingComputer
• Regulatory risks arose in Germany, with Amazon fined €59 million for algorithmic price controls - potentially a precedent for broader EU action but financially manageable. Barchart.com
• Commercial AI services are enabling even unsophisticated threat actors to conduct cyberattacks at scale - a trend Amazon Threat Intelligence has been tracking closely. Amazon Web Services

Last updated: 15 March 2026