Global Scans · Amazon · Weekly Summary

• [New] Amazon plans capital expenditure of $200 billion in 2026, largely to provide capacity for AI in its AWS datacenters, an increase of 50% on a year earlier. theregister
• [New] Amazon Leo is the Amazon's broadband megaconstellation in LEO, which will eventually consist of about 3,200 satellites. Space
• [New] The five largest hyperscalers, Amazon, Alphabet, Microsoft, Meta, and Oracle, are projected to spend a combined $660 billion to $690 billion on capital expenditure in 2026, nearly tripling from approximately $256 billion in 2024. Supply Chain Management Review
• [New] On the Amazon Leo side, a United Launch Alliance rocket carried 29 more satellites to orbit, and Bloomberg reports Amazon expects to begin offering internet service later in 2026. Welcome To The 5Gstore Blog
• [New] Amazon used its yacht at Cannes to launch Fire TV Creator Hub, a new section of the Fire TV interface that surfaces YouTube and TikTok video and podcasts, built around 120-plus creators at launch and a target of 500 by 2027. Forbes
• [New] With New Glenn and Vulcan both out of commission, buying more rides SpaceX is the likely the only hope for Amazon getting enough Leo satellites in orbit in 2026 to begin offering service. Mobile Internet Resource Center
• [New] Amazon Leo - Amazon's planned Leo satellite constellation is taking direct aim at Starlink, and Amazon has committed the financial resources to build what has the potential to be a credible Starlink competitor. Mobile Internet Resource Center
• [New] Amazon, Google, Meta, and Microsoft alone are expected to spend $650 billion combined on capital expenditures in 2026, the vast majority of it on AI infrastructure. AgenticEra.FYI
• [New] Amazon Research Awards' 2030 Call funds AI for science, distributed systems, robotics, and security with up to $100K in unrestricted cash plus $70K in AWS credits, prioritizing work where conventional methods break down under operational complexity, latency, reliability, or safety requirements. Impact Funding
• [New] Amazon will provide satellite-based Wi-Fi on flights in the future. 9to5Mac
• Amazon has signaled an intent to maintain monthly cadence on Atlas V through the remainder of its allocation, transitioning into Vulcan Centaur and Falcon 9 capacity as Atlas V flights are exhausted, with Ariane 6 and New Glenn picking up additional capacity through 2027. KeepTrack
• Amazon has promised a $13 billion chunk of its mammoth capex plans to build AI and cloud infrastructure in India. theregister
• While cloud providers such as Amazon, Google, and Microsoft report rising AI revenue, investors still remain divided on how long it will take for returns to match investment levels. Fortune
• Key customers like Microsoft, Amazon, and Google are rapidly advancing their own AI accelerators, escalating the risk to NVDA's data center GPU dominance. Seeking Alpha
• Amazon MQ for RabbitMQ brokers could previously only reach external destinations over the public internet. Amazon Web Services
• Amazon will fly its largest number of broadband satellites to date later this month on the first Ariane 6 launch to use upgraded boosters. SpaceNews
• Amazon is targeting more than 20 missions in 2026 and 30-plus in 2027 as Vulcan Centaur and New Glenn are meant to join Atlas V and Falcon 9 on the manifest, a plan now complicated by Blue Origin's pad accident. Sirotin Intelligence
• Pinterest committed $4 billion to Amazon Web Services through 2031, its largest-ever infrastructure deal, to power the AI models behind 80 billion monthly searches where roughly half of all search activity is commercial. TIKR.com
• Amazon said it will invest an additional $13 billion in India, expanding its cloud, AI, and digital infrastructure footprint in one of the world's most important technology markets. Tech Startups - Tech News, Tech Trends & Startup Fundin

Last updated: 12 July 2026