Global Scans · Amazon · Weekly Summary

• [New] Amazon will invest up to 50 billion dollars to build advanced AI and supercomputing infrastructure for AWS government regions, expanding capacity and supporting federal agencies across all classification levels. Vavoza
• [New] The primary artificial intelligence hyperscalers - Alphabet, Amazon, Meta, Microsoft, and Oracle - are projected to spend $520 billion to build out AI infrastructure in 2026, potentially 30% above 2025 levels. The Plan Advocate
• [New] Amazon is expected to maintain a steady growth trajectory, supported by the continued strength of AWS and expansion into areas such as logistics, artificial intelligence, and health care. Benzinga
• [New] Google Cloud and Amazon Web Services are partnering up for a step toward a more open cloud environment with a jointly engineered multicloud networking solution that they claim will enable faster interoperability and interconnectivity. Silicon Republic
• [New] The Amazon rainforest is already at risk of a renewed surge in deforestation as efforts grow to overturn a key ban to protect it. BBC News
• [New] Amazon might need to re-evaluate its capital allocation strategies for AI infrastructure, perhaps focusing on more immediate return-on-investment projects or diversifying its growth drivers beyond pure AI expansion. Star Tribune
• [New] Amazon claims Perplexity's covert AI agents are in violation of computer fraud and abuse statutes, adding it may be putting the security of customer data at risk, does not allow users to shop for the best prices and allegedly misappropriated Prime membership benefits to users. Retail Dive
• [New] Amazon plans to use advanced drones to minimize noise and improve safety. Economic Times
• [New] Amazon Web Services growth could decelerate in the current quarter and into 2026. investing.com
• [New] Amazon Web Services will lay a new subsea cable across the ocean floor, connecting Maryland and Ireland. PCMAG
• [New] The Amazon rainforest, which generates much of its own rainfall, approaches a tipping point where it could transform from rainforest to savanna - a shift that would have catastrophic global implications. Medium
• [New] Amazon recently announced it will invest $50 billion in AI infrastructure to support US government agencies. Nasdaq
• AI products like Amazon Q, Bedrock, and CodeWhisperer will deepen AWS's moat, driving projected operating margin expansion to 20% by 2029. investing.com
• The competition between Amazon and MercadoLibre defines one of the most fascinating global contrasts in modern equity markets - the clash of a trillion-dollar U.S. juggernaut reinventing cloud and AI infrastructure against Latin America's most disruptive fintech and e-commerce ecosystem. investing.com
• Amazon is expected to raise US$ 15 billion in a bond offering. Sophic Capital
• 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
• At Amazon, new automation technologies have unlocked the potential for further growth. AOL
• Google Meta, Microsoft, and Amazon are pledging even more money in 2026. Wired
• 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
• As technologies like 5G become more widespread, they might raise the bar on what Amazon Leo considers affordable internet. HighSpeedInternet.com
• Amazon Leo internet plans will be competitively priced relative to other rural internet options. HighSpeedInternet.com
• 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

Last updated: 07 December 2025