Global Scans · Amazon · Weekly Summary

• [New] Amazon and UPS currently have agreements with the USPS, but other transportation providers will now have access to more than 18,000 USPS delivery destination units. Truck News
• [New] With recent reports that Amazon may stop using the U.S. Postal Service and expand its own nationwide delivery network instead, there might be even more delivery driver jobs than the BLS projects. AARP
• [New] Companies like Microsoft and Amazon announced layoffs so they could afford to fund buildouts of massive AI infrastructure. Jump
• [New] The revenue at the major cloud providers (Amazon AWS, Microsoft Azure, and Google Cloud) will continue to grow 30% year over year. Fortune
• [New] Seamless ecommerce integration, like Amazon Multichannel Fulfilment, across all sales channels will help ensure 2025 ends as a success. Veeqo
• [New] Amazon is considering not renewing its shipping contract with USPS that expires in 2026 and instead expanding its own national delivery network. Government Executive
• [New] Analysts at BMO are now forecasting Amazon Web Services' fiscal 2026 first-quarter revenue growth of 24%, up from their previous estimate of 23%. CNBC
• [New] Tech giants Amazon, Meta, Alphabet, Microsoft, and Oracle have been investing billions of dollars in a race to build out their artificial intelligence ventures in the last year, further stoking Wall Street fears of a bubble capable of disrupting the entire economy. Harvard Gazette
• [New] For companies like Amazon and Oracle, the continued expansion of cloud capacity will be the metric to watch as they compete for a slice of the $520 billion AI capex pie projected for the coming year. FinancialContent
• [New] In the 5-year outlook, Amazon will likely solidify its position as the dominant force in e-commerce, cloud computing, and content creation. Billionaire Net Worth
• [New] If Amazon deepens its financial ties to OpenAI, it could create new strategic pressure on Microsoft (already a major OpenAI partner) and intensify the battle among the largest clouds to be the default home for AI workloads. Tech Startups - Tech News, Tech Trends & Startup Fundin
• [New] In 2025, at least one of the major tech giants like Amazon, Google, and Meta is expected to integrate cryptocurrency payments into their platforms. yellow.com
• [New] High-end accelerators will remain the largest contributor to revenue growth in 2026, supported by the launch of NVIDIA's Vera Rubin and AMD's MI400 rack-scale platforms, along with the next generation of custom accelerators from Google and Amazon. Yahoo Finance
• [New] Amazon currently has over 1M warehouse robots deployed and hopes to automate 75% of its global operations by 2027 - a goal that would reduce new human worker hires by 160 K. The Tech Buzz
• [New] Amazon has been quietly accelerating its largest automation plan yet, which aims to replace more than 600k human jobs with robots by 2033. The Tech Buzz
• [New] Amazon made an investment in X-energy's technology and plans to pursue 5 gigawatts of SMRs by 2039. New Nuclear Capital
• [New] The big U.S. hyperscale's - Amazon, Alphabet, Meta, and Microsoft - have spent hundreds of billions of dollars on AI infrastructure in 2025 and have continued to raise their investment guidance for 2026. WTW
• [New] Amazon announced a plan to spend $35 billion between now and 2030 on AI-driven digitization, export growth and job creation. The Register
• [New] Google, Amazon, Microsoft and Meta will spend more than $400bn on data centers in 2026, on top of more than $350bn in 2025, as they battle for supremacy in artificial intelligence. McAlvany Financial Group
• [New] Amazon will expand logistics, data, and digital infrastructure, and strengthen AI-enabled marketplace and shopping features. Guidely

Last updated: 28 December 2025