Global Scans · Amazon · Weekly Summary

• [New] 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
• [New] 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
• [New] 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
• [New] 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
• [New] Amazon will enable cloud side support for UDCs and ATs within the next year. alexa-blog
• [New] Meta has separately signed a 20-year power purchase agreement with Constellation for 1121 megawatts from the Clinton Clean Energy Center in Illinois, while Amazon buys nuclear power from Talen Energy's Susquehanna plant under a schedule expected to ramp up to full capacity by 2042. AZoCleantech
• [New] With 231 satellites today, Amazon could plausibly stand up beta service in selected geographic markets by year-end 2026, particularly along the lower-latitude belt where the 590 km / 30-degree shell concentrates capacity. KeepTrack
• [New] The so-called hyperscalers - Amazon, Alphabet, Microsoft, and Meta - have announced 2027 capex spending plans totaling $815 billion, up from $636 billion in 2026, with Goldman Sachs estimating that the actual number might get closer to $1.1 to $1.4 trillion. Fiduciary Trust
• [New] Amazon is a significant investor in Anthropic and one of its strategic cloud partners, so it could be argued that it has something to lose from Anthropic's model being shut down. Futurum
• [New] Amazon, an early adopter of robotic automation, is expected to flatten its hiring curve over the next decade, which could have a profound impact on blue-collar jobs and influence the likes of Walmart and UPS to follow a similar model. CMC Markets
• [New] Customers inside the 7.5-mile delivery zone will see drone delivery as a checkout option in the Amazon app when ordering eligible items. DroneXL.co
• [New] Companies including G42, Core42, Amazon, Apple, Google, Meta, Microsoft, OpenAI, Oracle and xAI will gain easier access, reflecting the UAE's growing role as a regional AI hub and strategic US technology partner. More News From NowHere
• [New] Experts will help with account setup, listings, fulfilment, and compliance as selling on Amazon becomes increasingly complex. The Supply Chain Source
• [New] Amazon has set a target of becoming water positive by 2030, meaning it would return more water to communities than it consumes. Crypto Briefing
• [New] Amazon plans to use New Glenn for 12 Project Kuiper satellite launches, with options for 15 more. Yahoo! Finance
• [New] Google, Meta, and Amazon will continue to trend upward, with more brands turning their attention to online platforms. Ignite Visibility
• [New] Prime members can expect to save up to 80% on everything from Amazon devices to premium beauty brands and summer fashion staples. Forbes
• 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
• Amazon Leo is the Amazon's broadband megaconstellation in LEO, which will eventually consist of about 3,200 satellites. Space
• 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
• 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

Last updated: 26 July 2026