Global Scans · Amazon · Weekly Summary

• [New] Amazon, Google, Microsoft, Meta and Oracle are projected to spend $750 billion in 2026 on data centers, chips and other A.I. infrastructure, up from roughly $400 billion last year. / USA The New York Times
• [New] Amazon Web Services, meanwhile, plans to spend $200bn in capex in 2026 with Meta setting aside $145bn. IT Pro
• [New] Among the large AI infrastructure deals Amazon signed in the quarter were one with OpenAI to build approximately 2 gigawatts of Amazon Trainium capacity starting in 2027 and one with startup Anthropic, which wants to use up to 5 gigawatts of current and next-generation Trainium chips. tradingkey.com
• [New] Amazon has asked federal regulators to approve a request to launch up to 5,105 internet satellites as part of a constellation that will provide direct-to-device connectivity. CNBC
• [New] Amazon said it expects to begin deploying its D2D network in 2028. CNBC
• [New] Significant upside could come from Amazon LEO scaling, while a sharp AI capex reversal remains the primary downside risk. 24/7 Wall St.
• [New] Amazon Web Services will benefit from secular growth trends such as increasing reliance on AI applications. WTOP News
• [New] Amazon Leo will cost more than US$ 10 billion, while full deployment of SpaceX's Starlink is estimated at US$ 20-30 billion. Lowy Institute
• [New] Microsoft, Alphabet, Meta and Amazon are collectively projected to lift AI infrastructure spending from $650 billion in 2026 to $1 trillion in 2027 - the single number underpinning the bull case, since Nvidia captures the dominant share of every accelerated-computing dollar. FinanceFeeds
• [New] Amazon plans to invest $12 billion in data center campuses in Northwest Louisiana that will be served by Southwestern Electric Power Co., an AEP subsidiary. Observer
• [New] Alphabet, Microsoft and Amazon will report earnings over the next two weeks as investors look for evidence that years of record spending on AI are beginning to generate stronger revenue growth. City AM
• [New] NVIDIA's current valuations appear reasonable given the big cloud providers like Microsoft, Alphabet, Meta, and Amazon are gearing up more investments in their AI infra, with hyperscaler AI capex projected to rise from $650 billion in 2026 to $1 trillion in 2027. tradingkey.com
• [New] Just four large tech companies - Google parent Alphabet, Amazon, Meta Platforms, and Microsoft - are expected to invest $720 billion in 2026, mostly on data centers. ABC News
• [New] Amazon will enable cloud side support for UDCs and ATs within the next year. alexa-blog
• [New] Meta has separately signed a 20-year power purchase agreement with Constellation for 1121 megawatts from the Clinton Clean Energy Center in Illinois, while Amazon buys nuclear power from Talen Energy's Susquehanna plant under a schedule expected to ramp up to full capacity by 2042. AZoCleantech
• [New] With 231 satellites today, Amazon could plausibly stand up beta service in selected geographic markets by year-end 2026, particularly along the lower-latitude belt where the 590 km / 30-degree shell concentrates capacity. KeepTrack
• [New] The so-called hyperscalers - Amazon, Alphabet, Microsoft, and Meta - have announced 2027 capex spending plans totaling $815 billion, up from $636 billion in 2026, with Goldman Sachs estimating that the actual number might get closer to $1.1 to $1.4 trillion. Fiduciary Trust
• Amazon is a significant investor in Anthropic and one of its strategic cloud partners, so it could be argued that it has something to lose from Anthropic's model being shut down. Futurum
• Amazon, an early adopter of robotic automation, is expected to flatten its hiring curve over the next decade, which could have a profound impact on blue-collar jobs and influence the likes of Walmart and UPS to follow a similar model. CMC Markets
• Customers inside the 7.5-mile delivery zone will see drone delivery as a checkout option in the Amazon app when ordering eligible items. DroneXL.co
• Companies including G42, Core42, Amazon, Apple, Google, Meta, Microsoft, OpenAI, Oracle and xAI will gain easier access, reflecting the UAE's growing role as a regional AI hub and strategic US technology partner. More News From NowHere

Last updated: 02 August 2026