Global Scans · Amazon · Weekly Summary

• [New] Amazon has sent up more than 300 satellites over the past year as it inches closer to launching its Leo service, which will eventually include a constellation of roughly 7,700 satellites. / France CNBC
• [New] Microsoft, Oracle, Google, Amazon, and Meta alone are spending hundreds of billions on AI infrastructure that will approach $1.1 trillion by 2027. / USA investing.com
• [New] Amazon says it already uses recycled water for cooling at 24 data centers globally and plans to expand water recycling to more than 120 U.S. locations in states and counties where it operates by 2030, preserving more than 530 million gallons of drinking-water supply annually. Tank Transport
• [New] Amazon could see $17 billion in negative free cash flow in 2026 as it keeps expanding its data center footprint. The Cool Down
• [New] According to Blocknow, Amazon, Microsoft, Google, and Meta are expected to collectively spend $725 billion on AI infrastructure in 2026. The Cool Down
• [New] With tech companies like Amazon and Alphabet developing their own AI chips, Nvidia will not be able to maintain its previous degree of dominance in the long term, but it still has a significant competitive advantage. Yahoo Finance
• [New] Amazon plans to use Cerebras chips alongside its Trainium processors. NextBigFuture.com
• [New] The five largest hyperscalers (Amazon, Microsoft, Google, Meta, and Oracle) are projected to spend a combined $755 billion on capital expenditures in 2026 (Goldman Sachs consensus), an 83% year-over-year increase. NAND Research - A New Kind of Technology Research & Adv
• [New] The five largest hyperscalers (Amazon, Alphabet, Microsoft, Meta, and Oracle) are collectively forecasted to exceed $600 billion in capital expenditure by the end of 2026, with roughly $450 billion allocated directly to AI infrastructure (servers, GPUs, data centers, and cooling systems). Svitla Systems
• [New] GitHub Copilot, Amazon CodeWhisperer, and similar tools can accelerate code generation, but they also introduce risks: increased code complexity, security vulnerabilities in auto-generated code, and the potential for junior developers to lose foundational skills. AI Herald
• [New] By the end of 2026, Amazon officials have said in their earnings call they plan to triple the overall size of their rural delivery network, expanding to more than 200 locations in more than 4,000 smaller cities, towns and rural communities. Cowboy State Daily
• [New] Anthropic and Amazon expand to 5GW of compute Anthropic said it signed a new agreement with Amazon securing up to 5GW of capacity for training and deploying Claude, including nearly 1 GW of Trainium2 and Trainium3 capacity expected by the end of 2026. Prompt Injection
• [New] Today, JetBlue gets its high-speed Fly-Fi from ViaSat, but it plans to begin using Amazon Leo (formerly Amazon Project Kuiper) in 2027, becoming the first major carrier to add the still-unproven satellite constellation. Yahoo Finance
• [New] Amazon has been working to ramp up its network by deploying about 3,200 satellites in Earth's low orbit by 2029, with roughly half required to be in place by a July regulatory deadline. New York Post
• [New] Traders expect Amazon to remain well within its recent trading range on a weekly basis, even as single-session volatility creates sharp intraday moves. Lines.com
• [New] Amazon plans to launch 1,500 satellites to orbit by mid-2026, but even then, it will pale in size compared to Starlink, which also sits in low Earth orbit. Yahoo Finance
• [New] In another scenario analyzed for the Amazon system, the NGSO system could maintain its lower power level, reduce its GSO-arc avoidance angle to 2 degrees, and operate at an Nco of 8, and the largest increase in unavailability would be 1.756E-6%. Federal Register
• [New] In one scenario analyzed for the Amazon system, the NGSO system could operate at increased power levels, reduce its GSO-arc avoidance angle from 18 degrees to 3 degrees, and operate at an Nco of 4, and the largest increase in unavailability for all ten studied GSO links would be 7.3E-8%. Federal Register
• [New] Through improved efficiency, Amazon Leo could offer broadband service to more customers while enhancing reliability for critical communications. MarketScreener

Last updated: 24 May 2026