Amazon is a technology company whose main businesses are e-commerce and cloud computing through AWS. Recent coverage has focused on its AI infrastructure spending: over $77 billion on property and equipment in Q3, 2026 cash capex expected at about $220 billion, and an $80 billion supplier loan facility. Amazon also scaled back most Nova models, reorganized AI teams, added 100+ shopping features to Alexa, and saw its shares fall after capex came in above expectations.
Amazon blocks Meta's AI agent Muse from shoppingAmazon blocked Meta's AI agent Muse from shopping on Amazon.com, citing terms of service violations as Muse doesn't identify itself as AI and may store customer data. This highlights growing friction between e-commerce platforms and AI shopping agents, following similar moves against Perplexity, Google, and OpenAI.
Prediction: Nvidia-backed AI stock Marvell could 10X by 2033The Motley Fool predicts Nvidia-backed Marvell Technology could 10X by 2033. Its fiscal 2026 revenue hit a record $8.2B, up 41% year over year, with data center revenue up 46% to $6.1B, driven by custom silicon demand.
Hollywood unions urge focus on AI's current harmsAs tech leaders warn AI could destroy humanity, entertainment labor groups like SAG-AFTRA and WGAE urge the public to focus on harms already happening, such as job and rights issues. Studios using AI, including Disney and Netflix, did not respond to requests for comment.
Traders wary as AI risk debate intensifiesDebate over slowing frontier AI intensified as leaders and major tech firms clashed on self-regulation and control tools, prompting a rotation out of tech stocks this week as investors reassessed the pace and pricing of AI development.
Amazon: models should be released when safeAmazon said AI models should only be released after rigorous testing and when they are “ready and safe,” weighing in on debates about slowing AI development following safety lapses.
Ackman Heavily Invested in Two AI StocksThe Motley Fool says Bill Ackman’s Pershing Square has 22.4% of its public equity invested in two AI-related stocks, naming Microsoft and Amazon. The article cites Microsoft’s fiscal Q4 2026 revenue of $90 billion, cloud revenue of $59.3 billion, RPO of $678 billion, and mentions its custom Maia chip.
Treble raises $18M for voice simulationIceland-based Treble raised $18 million in a Series A extension led by Paladin Capital Group, bringing total funding to over $40 million after a $12M investment in 2024. Treble offers voice simulation and synthetic data for speech models, used by AI model developers, robotics and hardware makers; customers include Amazon and Logitech.
Amazon launches Alexa+ in IndiaAmazon opened Alexa+ in India (Early Access) with Hindi and English, offering longer-context conversations, multi-step task handling, and integrations with local services like Amazon Now, Swiggy, Zomato and JioSaavn. Prime users will get it free later; non-Prime customers face a ₹2,000/month fee.
US data centers could outconsume Germany and JapanBloombergNEF projects U.S. data centers may consume about 18 billion cubic feet per day of natural gas by 2035—more than Germany and Japan combined. Onsite plants add 2.9–3.4 bcf/day and grid-connected growth could add ~15 bcf/day, potentially raising gas prices and utility costs.
Pizza Bot: self-hosted inbox for AI agentsPizza Bot is a cross-platform self-hosted desktop app (Mac/Windows/Linux) that manages background AI agents via an email-like UI. It’s Apache 2.0-licensed, requires no signup or telemetry, and supports Anthropic, Amazon Bedrock, Google Gemini, OpenAI, OpenRouter and local models via Ollama. The project originated from an internal Amazon team and is released as open source.
Amazon v. Perplexity at Ninth CircuitA Hacker News thread discusses an appeal between Amazon and Perplexity now before the U.S. Ninth Circuit Court of Appeals. The case draws attention because it could influence legal frameworks and industry rules related to AI search and generation.
Moneywatch: AI slowdown calls and partnership pause after deadly cargo crashA business roundup reports rising calls to slow AI development; Amazon paused a partnership with the firm linked to a deadly Miami cargo plane crash; US stocks rebounded after cooling oil prices and inflation data.
Analyst: Qualcomm may be an underrated AI stockThe Motley Fool highlights Qualcomm as potentially underrated after a partnership with Amazon that could see Qualcomm sell up to $60 billion in AI chips and grant Amazon warrants to buy $4 billion of its stock. Qualcomm's market cap is about $200 billion and it is up roughly 6% year-to-date.
Prefix-aware routing for lower LLM latency on SageMakerAmazon introduced prefix-aware routing on SageMaker Inference to reduce LLM response latency, improving inference performance for real-time applications.
Amazon pilots ads in ChatGPTAmazon and OpenAI are piloting conversational ads in ChatGPT in the U.S.; inventory is available via Amazon DSP as a managed service with CPC and CPM options, while OpenAI controls delivery. Delta Vacations is among pilot brands. The partnership gives Amazon a bridge into ChatGPT’s ad channel as it scales (Amazon’s ad business neared $70B last year).
The A.I. Daily