[New] Amazon Leo Monetization: Analysts project that the satellite business could add $20 billion in annual revenue by 2030, with high margins similar to AWS.
The Chronicle-Journal
[New] Amazon's cloud competitors will be noticing another feather in the cap of Amazon that it can bundle into its ever-expanding ecosystem.
Verdict
[New] At scale, Amazon expects its own chips to save tens of billions in capex per year and deliver several hundred basis points of operating margin advantage over relying on third-party silicon for inference.
eToro
[New] Amazon is increasingly positioning its chip business as more than just internal, and one that could rival the world's biggest, Nvidia.
eToro
[New] Amazon buys Globalstar in USD 11.5 billion bid to rival Starlink: Amazon has announced its much-anticipated deal to purchase Globalstar to bolster its effort to build a low-earth-orbit satellite business as a rival to Space X's Starlink.
Fieldfisher
[New] Starting in Q2 in the U.S., brands buying Netflix inventory through Amazon DSP will be able to apply Amazon Audiences-advertiser segments built from Amazon users' shopping, browsing, and streaming behaviour - to their campaigns.
Adweek
[New] Amazon Leo is promising to maintain Globalstar's constellation for Apple while deploying its own D2D satellite constellation by 2028.
Ookla
[New] Amazon is expected to add more compute capacity over the next two years than any other cloud provider globally.
CNBC
[New] Amazon plans to invest $25 billion in Mississippi data centers, create 2,000 jobs.
DataX Connect
[New] Amazon shares rose last week due to strong optimism regarding its AI initiatives, specifically with AWS AI services reaching a $15 B + revenue run rate and plans to monetize its custom AI chips.
ETF Trends
[New] Amazon Prime members will still be able to watch Prime Video as part of their subscription, but they will have to fork out a little more if they do not want to watch ads.
LiveNOW from FOX
[New] Amazon will continue to focus on ultra-fast ground delivery within 20 minutes, which it is testing in India and the United Arab Emirates.
Yahoo Finance
[New] Amazon Web Services has announced an A$ 20 billion investment in Australian data center infrastructure between 2025 and 2029, including plans for three new solar farms in Victoria and Queensland.
Tech Business News
Amazon plans $200 billion in capex in 2026 spending, primarily on AI infrastructure.
24/7 Wall St.
Amazon plans to spend approximately $200 billion in capital expenditures across Amazon in 2026, focused on AI infrastructure, custom silicon, and satellite internet.
24/7 Wall St.
Amazon plans to send up 60,000 of its own satellites, Chinese companies nearly 60,000 more.
CNet
AWS AI revenue is running above $15 Billion annually - Amazon expects $200 Billion of 2026 capex mostly tied to AI infra - Project Leo already has 200+ satellites in orbit ahead of launch.
NextBigFuture.com
Amazon plans to serve communities with 30 million customers by year-end with its Prime Air drone delivery service and expects to deliver half a billion packages by the end of this decade.
Aviation Week Network
Amazon will significantly ramp up Prime Air drone capacity in 2026 as part of a multi-pronged initiative to move beyond same-day delivery and deliver e-commerce orders within hours, or even minutes.
Postaltimes
Last updated: 26 April 2026
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