Global Scans · Amazon · Weekly Summary

• [New] In May of 2025, Amazon Web Services announced its intention to launch a new AWS region in Chile by the end of 2026, a cloud region project that will total a $4 billion investment. Roza.Pace@trade.gov
• [New] With agentic capabilities that allow Alexa to execute complex tasks - such as coordinating food deliveries via Uber Eats - Amazon is betting that consumers will pay for a truly smart home assistant. The Chronicle-Journal
• [New] A loss for Amazon could set a precedent for the New Brandeis school of antitrust law, fundamentally altering how big tech companies leverage their platforms to favor their own services. The Chronicle-Journal
• [New] Just as Microsoft's stock stagnated for years during its legal battles, Amazon faces a valuation ceiling as investors price in the risk of a potential breakup or the forced unbundling of its logistics services from its marketplace. The Chronicle-Journal
• [New] Major tech companies like Microsoft, Amazon, Alphabet, and Meta Platforms are investing hundreds of billions of dollars in high-powered chips and vast data centers to build the infrastructure of AI, which they hope will lead the next transformative wave of innovation and economic growth. Nasdaq
• [New] While Amazon will continue to try and claw away at advertisers' TTD budget (we have already seen from reports of Amazon offering like-for-like tests, funded by Amazon) as part of its wider aim for its DSP to become the backbone for the open web. Digiday
• [New] Amazon, which now operates over one million robots across its fulfilment network, is on track to automate nearly 75% of its warehouse operations by 2027. The Chronicle-Journal
• [New] Amazon tackles the discovery problem: As frustration with content search and discovery reaches a tipping point, 2026 could see Amazon Prime Video introduce a universal video search experience that spans platforms - including services outside the Amazon ecosystem. Streaming Media Magazine
• [New] Amazon Logistics handled 6.3 billion parcels in 2024, just below USPS's 6.9 billion, and is projected to surpass USPS in parcel volume by 2028. Mass Market Retailers
• [New] Amazon announced an investment of USD 35 billion in India by 2030 during the Amazon Smbhav Summit in New Delhi, covering all business verticals. Guidely
• [New] Amazon Connect is introducing AI-powered product recommendations that turn customer conversations into opportunities for deeper engagement. US About Amazon
• [New] If all goes well in 2026, Amazon will soon begin using New Glenn to rapidly expand the Amazon Leo constellation. Mobile Internet Resource Center
• [New] Companies like SpaceX's Starlink, along with big players like Vodafone, AT&T, Rakuten, and Amazon, are working on low-Earth orbit (LEO) satellite networks that will provide global coverage, no matter where you are on the planet. Skillz Middle East
• [New] Public-private partnerships are emerging to de-risk investment and build supply chain maturity and big tech is also investing with Amazon, Google, and Microsoft exploring SMRs to power their AI data centers with clean, reliable energy. IFs
• 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
• 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
• Companies like Microsoft and Amazon announced layoffs so they could afford to fund buildouts of massive AI infrastructure. Jump
• The revenue at the major cloud providers (Amazon AWS, Microsoft Azure, and Google Cloud) will continue to grow 30% year over year. Fortune
• Seamless ecommerce integration, like Amazon Multichannel Fulfilment, across all sales channels will help ensure 2025 ends as a success. Veeqo
• Amazon is considering not renewing its shipping contract with USPS that expires in 2026 and instead expanding its own national delivery network. Government Executive
• 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
• 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

Last updated: 04 January 2026