Global Scans · Amazon · Weekly Summary

• [New] 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
• [New] Alphabet, Microsoft, Meta and Amazon are expected to spend $700 billion combined in 2026 to fuel their AI expansion. CNBC
• [New] 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
• [New] 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
• [New] 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
• [New] Amazon is essentially betting that the future of retail is not just online, but autonomous-driven by AI agents that predict and fulfill customer needs before they even search for a product. The Pilot News
• [New] As Amazon cements its lead, calls for antitrust scrutiny regarding its dual role as both a marketplace operator and a seller are expected to intensify. The Pilot News
• [New] Meta, Google, Microsoft and Amazon are expected to spend a combined $660 billion. / USA Spiked
• [New] Hyperscalers such as Amazon, Alphabet, Meta Platforms, Microsoft, and Oracle have said they collectively plan to invest $600 billion in capital expenditures (capex) in 2026. AOL
• [New] Amazon, Alphabet, Microsoft, Meta, and Oracle will spend $700 billion on data centers in 2026. Nasdaq
• [New] Alphabet is expected to spend between $175 billion and $185 billion, Amazon plans to spend $200 billion, and Meta gave guidance for $115 billion to $135 billion. Nasdaq
• [New] Hyperscalers such as Amazon and Alphabet have signaled that their 2026 capital expenditures will exceed $650 billion. FinancialContent
• [New] Amazon has announced plans to open 100 new Whole Foods stores over the coming years and is currently building a 230,000 square foot grocery and general merchandise concept outside Chicago, expected to open in 2027. Food Trade News & Food World
• [New] Alphabet, Amazon, Meta and Microsoft are projected to spend 650 billion dollars on capital expenditures in 2026, up about 60% year over year. Bits&Chips
• [New] Amazon, SoftBank, and Nvidia are all reportedly considering investments that could run into the tens of billions. Business Insider
• [New] As discussed in a recent blog (Hyperscaler Capex Continues to Grow), capital expenditures have only accelerated since the DeepSeek news, with Google-parent Alphabet, Microsoft, Amazon, Meta, and Oracle expected to spend $600 billion on AI-related development in 2026. Cimarron Wealth Management, Inc
• [New] Amazon Kuiper, AST SpaceMobile, and SpaceX's Starlink constellations will drive down costs, presenting a real challenge to traditional GEO models. Satellite Evolution
• [New] Amazon Pharmacy will expand Same-Day Delivery to nearly 4,500 cities in 2026 Amazon Pharmacy will expand Same-Day prescription delivery to 4,500 U.S. cities by the end of 2026, adding nearly 2,000 communities including Idaho and Massachusetts. MarketScreener
• [New] Amazon plans to launch AI content marketplace. MarketingProfs
• [New] The $200 billion that Amazon will spend on capex in 2026 will cover the bulk of the cost of the gear (warehouse and transportation stuff) that will be installed and ready by 2027 it looks like. The Next Platform

Last updated: 01 March 2026