Global Scans · Amazon · Weekly Summary

• [New] AI products like Amazon Q, Bedrock, and CodeWhisperer will deepen AWS's moat, driving projected operating margin expansion to 20% by 2029. investing.com
• [New] The competition between Amazon and MercadoLibre defines one of the most fascinating global contrasts in modern equity markets - the clash of a trillion-dollar U.S. juggernaut reinventing cloud and AI infrastructure against Latin America's most disruptive fintech and e-commerce ecosystem. investing.com
• [New] Amazon is expected to raise US$ 15 billion in a bond offering. Sophic Capital
• [New] While Microsoft and Meta will be taking advantage of established nuclear power plants, Google and Amazon are approaching their move into nuclear energy differently. Versant Medical Physics and Radiation Safety
• [New] At Amazon, new automation technologies have unlocked the potential for further growth. AOL
• [New] Google Meta, Microsoft, and Amazon are pledging even more money in 2026. Wired
• [New] JetBlue has announced that it will be the first airline to make use of Amazon Leo for in-flight Wi-Fi starting in 2027, so we should expect the satellite network to be at least partially operational by then. HighSpeedInternet.com
• [New] As technologies like 5G become more widespread, they might raise the bar on what Amazon Leo considers affordable internet. HighSpeedInternet.com
• [New] Amazon Leo internet plans will be competitively priced relative to other rural internet options. HighSpeedInternet.com
• [New] Capital expenditure plans exceeding $380 billion for AI infrastructure buildouts in 2025, with Microsoft, Amazon, Meta, and Alphabet all substantially increasing their spending forecasts. BearNetAI - Bytes to Insights
• Amazon Web Services and OpenAI have signed a huge multi-year partnership worth $38 billion, with the possibility to grow even more until 2027 and later. Latest AI Tech News: Mid-November 2025 Updates
• Amazon Web Services and HUMAIN said they will expand their strategic partnership to deploy up to 150,000 AI accelerators inside a major facility in Riyadh known as the Artificial Intelligence Zone.
• Amazon-owned Zoox is expanding the testing cities of its custom-built bidirectional robotaxi, whereas Elon Musk's Tesla plans to launch its cybercab by 2026. Yahoo Finance
• Meta, Alphabet, Microsoft, and Amazon have all spent billions to support their AI initiatives - and all four told investors last week that they will increase spending even more in 2026. Fortune
• Amazon plans a 75% automated workforce. The Ankler.
• On Monday, OpenAI inked a deal to buy $38 billion worth of compute from Amazon and will immediately start to access Nvidia's graphics processing units. Fortune
• Amazon plans to scale its NYC micromobility fleet by more than 250 new e-cargo bikes in 2025, supplied partly by Mubea. Micromobility
• Amazon ordered 100,000 electric delivery vans from Rivian through 2024, targeting 50% of deliveries with zero carbon by 2030. Energy Industry Insights from Avanza Energy
• Amazon sees a significant opportunity for growth in its existing physical stores, which are centered on grocery - at least for now. Retail Dive
• Comparable companies like Meta, Google, Amazon, and Microsoft report similar outcomes from adopting AI and then say they will achieve even better business outcomes by ramping their spending on AI infrastructure - which already top $10 billion a quarter - for the next few years. The Register
• Amazon plans to automate 75% of its operations using AI and robots, potentially saving $4 billion a year and reducing the need for about 160,000 warehouse jobs by 2027. Glen Eagle

Last updated: 30 November 2025