Global Scans · Amazon · Weekly Summary

• [New] Amazon will earn $5 billion in Prime Video ad revenue in 2026 alone. FinancialContent
• [New] With stronger integration between stores, delivery, and logistics, 2026 could be the year Amazon begins fully delivering on the promise of its grocery ambitions. The Food Institute
• [New] Amazon and other major platforms will feel more like ChatGPT: conversational, predictive, and proactive. Azoma
• [New] Google's TPUs and Amazon Web Services' Trainium are going to be threats to Nvidia as inference becomes the main event. Constellation Research Inc.
• [New] Amazon Web Services' business accelerated last quarter - a trend that will likely continue in 2026. CNBC
• [New] The Magnificent 7 - Microsoft, Amazon, Alphabet, Meta, Apple, Nvidia, and Tesla - are expected to spend $500 billion on capex in 2026. investing.com
• [New] Amazon plans a $15 billion expansion to construct Indiana's largest-ever data center project. Newsweek
• [New] Amazon Prime subscription costs could rise in 2026 for the first time since 2022. The US Sun
• [New] The big three cloud computing companies - Amazon, Microsoft, and Alphabet - have all indicated that they will spend aggressively in 2026 on AI infrastructure to try to keep up with rising demand. Nasdaq
• [New] Amazon will no longer offer prep and labeling services for US FBA shipments, including inventory sent via AWD, AGL, Amazon SEND, or Supply Chain Portal. Carbon6
• In May of 2025, Amazon Web Services announced its intention to launch a new AWS region in Chile by the end of 2026, a cloud region project that will total a $4 billion investment. Roza.Pace@trade.gov
• With agentic capabilities that allow Alexa to execute complex tasks - such as coordinating food deliveries via Uber Eats - Amazon is betting that consumers will pay for a truly smart home assistant. The Chronicle-Journal
• A loss for Amazon could set a precedent for the New Brandeis school of antitrust law, fundamentally altering how big tech companies leverage their platforms to favor their own services. The Chronicle-Journal
• Just as Microsoft's stock stagnated for years during its legal battles, Amazon faces a valuation ceiling as investors price in the risk of a potential breakup or the forced unbundling of its logistics services from its marketplace. The Chronicle-Journal
• Major tech companies like Microsoft, Amazon, Alphabet, and Meta Platforms are investing hundreds of billions of dollars in high-powered chips and vast data centers to build the infrastructure of AI, which they hope will lead the next transformative wave of innovation and economic growth. Nasdaq
• While Amazon will continue to try and claw away at advertisers' TTD budget (we have already seen from reports of Amazon offering like-for-like tests, funded by Amazon) as part of its wider aim for its DSP to become the backbone for the open web. Digiday
• Amazon, which now operates over one million robots across its fulfilment network, is on track to automate nearly 75% of its warehouse operations by 2027. The Chronicle-Journal
• Amazon tackles the discovery problem: As frustration with content search and discovery reaches a tipping point, 2026 could see Amazon Prime Video introduce a universal video search experience that spans platforms - including services outside the Amazon ecosystem. Streaming Media Magazine
• Amazon Logistics handled 6.3 billion parcels in 2024, just below USPS's 6.9 billion, and is projected to surpass USPS in parcel volume by 2028. Mass Market Retailers

Last updated: 11 January 2026