[New] KeyCorp Raises Intel Price Target to $70 Positive Sentiment: Hyperscaler opportunity: Reports that Intel is in talks with Amazon and Google for advanced packaging services suggest additional large, recurring commercial opportunities beyond Terafab.
MarketBeat
[New] Alphabet, Amazon, Meta, and Microsoft are projected to spend a combined $650 billion on AI infrastructure in 2026.
webhosting.today
[New] America's Big Four hyperscalers - Alphabet, Amazon, Meta, and Microsoft - have collectively announced AI spending exceeding $650 billion in 2026 alone, with total US AI compute infrastructure spending projected to surpass $2.8 trillion by 2029 (Brookings).
Digital in Asia
[New] Amazon is reportedly aiming consumer AR glasses for late 2026-early 2027.
Glass Almanac
[New] Amazon Prime Video's ad-free tier will jump to $19.98 monthly.
Cedar Report
[New] Amazon will soon levy a 3.5% fuel and logistics-related surcharge on fulfilment services for third-party sellers as the e-commerce giant battles elevated operating costs.
Postaltimes
[New] A major development for Amazon is its recent deal with Delta Air Lines to provide satellite internet service on flights, starting in 2028.
Bitget Exchange
[New] CNBC's MacKenzie Sigalos on a report that Amazon is in talks to buy Globalstar in a deal valued at $9 billion, a move that could strengthen its satellite internet ambitions.
CNBC
[New] Following the physical disruptions to data centers in the Middle East earlier in 2026, Amazon is expected to divert more of its budget toward regional redundancy and fortified infrastructure.
FinancialContent
[New] Amazon Web Services (AWS) will become the exclusive third-party cloud provider for OpenAI Frontier, the enterprise platform for developing and managing AI agents.
Verdict
[New] Amazon's involvement includes an agreement that OpenAI will use two gigawatts of computing capacity powered by Amazon Trainium chips.
Verdict
[New] Amazon uses predictive algorithms across its fulfilment network to anticipate demand, position inventory closer to customers, and optimize delivery routes.
GRA
[New] Alphabet, Amazon, Meta and Microsoft are expected to spend roughly $650 billion on AI-related infrastructure in 2026.
investing.com
[New] In February, Amazon executives said they plan to spend $200bn over 2027 on AI investments, the most out of all the major tech companies.
BBC News
[New] Amazon, Google, Meta, and Microsoft, four giants at the heart of the AI boom, are projected to spend $600 billion in AI-related capex in 2026.
Yahoo Finance
[New] Healthcare Expansion: Amazon Pharmacy and One Medical have reached critical mass in 2026, offering a potential Prime for Health that could become a multi-billion dollar vertical.
The Chronicle-Journal
[New] Drawing on data from ongoing package delivery operations, Amazon Prime Air reiterated its position that DAA for all part 108 UAS is essential, not only for avoiding non-cooperative aircraft but also for managing risks from birds, kites and other unexpected obstacles.
Autonomy Global -
If enterprise AI revenue growth slows, the interconnected commitments between OpenAI, Amazon, NVIDIA, and Oracle could compound rather than buffer a downturn.
AI to ROI - By Ray Rike and Peter Buchanan
Amazon's investment includes a cloud agreement for hosting and distributing OpenAI's models, meaning OpenAI will spend a significant portion of Amazon's money back with Amazon.
AI to ROI - By Ray Rike and Peter Buchanan
If AI demand fails to materialize as expected in 2027-2028, Amazon could face a period of significant asset underutilization.
The Chronicle-Journal
