Global Scans · Amazon · Weekly Summary

• [New] Amazon Prime Air plans to launch drone delivery services in select U.S. cities by 2026, aiming to enhance last-mile logistics. 6wresearch
• [New] Amazon has acquired a massive off-grid power plant being built in Texas for one of its data centers that could be one of the biggest sources of greenhouse gas emissions in the US. Wired
• [New] Audio from streams could be used to refine speech-to-text models, improving captions on Twitch as well as across Amazon. theregister
• [New] In Central America, the Caribbean, northern South America, and the Amazon Basin, drier and hotter conditions may increase the risk of drought, water scarcity, food insecurity, wildfires, heat stress, respiratory illness, and arboviral disease transmission. PubMed Central (PMC)
• [New] Amazon, Microsoft, Meta and Google now plan to spend $725 billion on capital expenditures in 2026. Last Week in ConTech
• [New] Amazon has announced that it will have a useful quantum computer by 2028. O'Reilly Radar
• [New] Amazon indicated it will increase AI infrastructure spending in 2026, yet still expects capacity to trail customer demand. DataCenterKnowledge
• [New] Amazon jumped following stronger-than-expected operating profits, signaling that massive capital expenditure outlays are beginning to translate into accelerated enterprise revenue. X (formerly Twitter)
• [New] The top five hyperscaler data centers, Amazon, Microsoft, Google, Meta, and Oracle are projected to spend $600 billion on infrastructure in 2026, $450 billion which targets AI infrastructure. LinkedIn
• [New] Japan: Amazon plans to expand its $15 billion cloud computing business in Japan with investments in its cloud computing infrastructure. Precedence Research
• Fastest Growing Segment: AI ASICs are the fastest-growing component type, with Omdia forecasting AI ASIC revenue to reach US$ 84.5 billion by 2030 as Google, Amazon, and Microsoft scale proprietary silicon deployments across hyperscale data centers. Persistence Market Research
• The nuclear deals are the most important strategic response: Microsoft restarting Three Mile Island for 835 MW in 2028, Google signing the first corporate SMR fleet deal for 500 MW in 2030-2035, Amazon securing 1.92 GW from Susquehanna. AI Business Weekly
• Amazon, Microsoft, Google and Meta are expected to spend more than $700bn on AI infrastructure in 2026, while Britain is competing to attract new data centers and computing capacity. City AM
• Amazon is focused on building infrastructure that will grow its core AWS business as well as expanding its AI business. tradingkey.com
• Direct-to-device capability arrives with future generations of Amazon Leo Amazon has not given a specific date for when ordinary users will get D2D messaging or calls the way T-Mobile customers already can with Starlink today. 5G Training and 5G Certification
• Amazon will account for 43.4% of all new US search ad spending between 2026 and 2028. Forbes
• Amazon is projected to capture 60% of all U.S. online sales by 2026, building on its 37.6% share of U.S. retail e-commerce spending in 2024. SellerSprite
• Amazon, Google, Microsoft, Meta and Oracle are projected to spend $750 billion in 2026 on data centers, chips and other A.I. infrastructure, up from roughly $400 billion last year. / USA The New York Times
• Amazon Web Services, meanwhile, plans to spend $200bn in capex in 2026 with Meta setting aside $145bn. IT Pro
• Among the large AI infrastructure deals Amazon signed in the quarter were one with OpenAI to build approximately 2 gigawatts of Amazon Trainium capacity starting in 2027 and one with startup Anthropic, which wants to use up to 5 gigawatts of current and next-generation Trainium chips. tradingkey.com
• Amazon has asked federal regulators to approve a request to launch up to 5,105 internet satellites as part of a constellation that will provide direct-to-device connectivity. CNBC
• Amazon said it expects to begin deploying its D2D network in 2028. CNBC

Last updated: 23 August 2026