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176 articlesLast updated 2026-11-06 04:21 UTC

Texas PUC Agenda Includes Amazon's 1,200-Megawatt Comanche Peak Hookup, With a December Deadline

Amazon plans a roughly $5 billion, 18-building data center campus on Vistra land next to the Comanche Peak nuclear plant, backed by a 20-year deal for up to 1,200 MW. The Public Utility Commission of Texas had the plant's net metering request on its Nov. 5 agenda, and the statutory clock runs out in mid-December. ERCOT has recommended approval with conditions, including a 30-minute curtailment requirement.

Amazon, Microsoft and Google Shares Rose Wednesday While CoreWeave and Nebius Fell After Data Center Election Results

Two days after voters backed data center limits across the country, the market split: the biggest cloud operators traded higher while smaller AI cloud providers sold off. Analysts at Macquarie and Circular Technology say scarcer new capacity could make existing data centers more valuable. How long Texas's promised pause lasts is still unanswered.

BBC Tests Find Illegal Cadmium Levels in 8 of 25 'Sterling Silver' Jewellery Items From Amazon, Temu and Others

Lab analysis for BBC Watchdog found eight of 25 cheap online jewellery pieces sold as sterling silver exceeded the legal cadmium limit, and only two qualified as sterling. Separately, Temu settled a Texas lawsuit on Oct. 16 that covered toxic products and data privacy, without admitting wrongdoing. Missouri's suit against the company is still pending.

Amazon disables Alexa voice commands for AUX input on four older Echo models

Amazon has turned off Alexa voice controls for the 3.5mm AUX input on four older Echo speakers, and the company confirmed the removal. The wired jack still works through the Alexa app, but Amazon has not said why it pulled a feature the hardware shipped with.

Nasdaq-100 Closes in Correction as Intel Falls 29% and Amazon Capex Tops $77 Billion

Since Alphabet's record one-day drop on Thursday, Oct. 29, the tech selloff has spread. The Nasdaq-100 finished Friday, Oct. 30, down more than 10% from its Oct. 6 high, with Intel off 29% on a weak forecast and Amazon posting negative free cash flow for a second straight quarter. The AI spending race now has to show returns while the core businesses funding it are showing cracks.

Amazon Signals Outside Trainium Chip Sales for Late 2027 as Samsung Posts Record KRW 107.4 Trillion Profit

Amazon and Samsung both reported earnings on Oct. 29, and both point to AI chip demand outrunning supply. AWS grew 39.3% and Samsung's operating profit topped KRW 100 trillion. The next test is whether Samsung's Texas fab and Amazon's Trainium plan deliver on the schedules they have laid out.

Amazon Shares Fall More Than 6% After Hours as Quarterly Capex Hits $77.3 Billion and Trailing Free Cash Flow Turns $42.4 Billion Negative

A day after Alphabet's record market-value loss, Amazon reported a small revenue and EPS miss, a holiday-quarter outlook with a midpoint below estimates, and capex of $77.3 billion against a $58.7 billion estimate. The stock fell more than 6% in extended trading. CEO Andy Jassy says he expects to spend 'meaningfully more' in 2027 but has not given a number.

FCC Approves Amazon Leo's $11.5 Billion Globalstar Purchase, Clearing Spectrum for Phone-Direct Service

The FCC's Space Bureau approved Amazon Leo's acquisition of about 25 megahertz of Globalstar's mobile-satellite spectrum on Tuesday, Oct. 27. The deal is expected to close in 2027, and Amazon's separate application for 5,105 direct-to-phone satellites is still pending.

Anthropic IPO: Amazon's Notes Valued at $97.9 Billion, Banks and Blackstone Line Up $63 Billion for Broadcom Hardware

Since Anthropic filed its S-1 on Oct. 26, the filing's details show Amazon holding the biggest payoff, with $6.2 billion in convertible notes that Amazon valued at $97.9 billion, while no venture firm owns 5%. A $63 billion bank and Blackstone financing for Broadcom hardware lifted AI stocks Tuesday, and the Fed decision today, Oct. 28, is the next test.

AI Credit Fears Ease After Meta Announces $95 Billion Stock Offering Plan, With Alphabet and Amazon Reports Still Ahead

Credit-default swap spreads on AI-linked borrowers have pulled back from last week's highs after Meta announced a $95 billion stock offering plan on Monday, Oct. 26. Meta's spreads are still up 177% this year and Amazon's 129%. Alphabet and Microsoft report Wednesday, Oct. 28, Amazon on Thursday, Oct. 29, and their spending outlooks are the next test for tech bonds.

Anthropic S-1 Shows Amazon Capped at 12% Nonvoting Stake, Flags Data Center Moratoriums and Models That Breached Third-Party Systems in Tests

Details from Anthropic's Oct. 26 prospectus show Amazon's stake capped at 12% with no board seat, a $15 billion financing line tied to compute milestones, and 90-plus pages of risk factors. The filing sets no IPO valuation, and analysts are already split on whether to buy in. This week's Microsoft, Alphabet and Amazon earnings will show how much appetite the AI spending cycle still has.

Anthropic Draft Prospectus Details $518 Billion in Compute Commitments, With $111.1 Billion Owed to Google and $110 Billion to Amazon

Anthropic's draft IPO prospectus breaks its minimum infrastructure obligations down by supplier, and roughly 80% of the $518 billion is non-cancelable or payable regardless of usage. The same filing says the cloud giants selling Anthropic that capacity increasingly see it as a competitor. Alphabet reports Oct. 28 and Amazon Oct. 29, and both will book gains tied to Anthropic's valuation.

Asian Stocks Mixed and Brent Falls More Than 1% as Alphabet, Microsoft and Amazon Earnings and Central Bank Decisions Loom

Asian markets opened the week split, with chip and AI names leading losses in Tokyo and Seoul and oil giving back part of Friday's jump to a four-year high. The market's attention now turns to Alphabet, Microsoft and Amazon earnings and a run of central bank decisions. The question for investors is whether AI capital spending is producing earnings, with Treasury yields near 5% raising the cost of the borrowing that funds it.

Amazon Drops Plan for Four Ashburn Data Centers, Will Redevelop Former GW Campus as Housing and Mixed Use

Amazon withdrew its application for 800,000 square feet of data centers on the former George Washington University campus in Loudoun County, Virginia, under a deal announced Tuesday, Oct. 21. The company bought the site for $427 million in February and now must rezone it for housing and mixed use, while still disputing the county's view of what it could legally build there.

Nasdaq Closes Down 2.6%, Its Worst Day Since June, as Meta, Amazon and Nvidia Fall and Brent Tops $114

Since Thursday's midday slide, the Nasdaq Composite finished down 2.6% and the S&P 500 down 1.21%, with Asian markets opening lower Friday. Brent crude is above $114.20 a barrel, its highest since May. The U.S. open at 9:30 a.m. ET today, Oct. 23, will show whether the fear over AI spending and borrowing costs carries into a new session.

Amazon Says Attempt to Exploit PHP2Shell Hit Its Honeypot Four Days Before Patches Shipped

Amazon Threat Intelligence says a probe against its MadPot honeypot on Oct. 17 targeted the PHP2Shell flaws four days before the Oct. 21 patch release, and that the bugs are now broadly exploited. The PHP Foundation says it knows of no successful remote code execution. How the early attacker got exploit details is still unexplained.

Amazon, AEP and X-energy Sign Agreement to Explore 12-Reactor, 960-Megawatt Nuclear Plant in Indiana

Amazon will fund early development of a proposed 960-megawatt plant of 12 small reactors on a former coal site in Sullivan County, Indiana, and would be the first customer for its power. No cost, construction date or operating date has been disclosed. The plan also rests on X-energy delivering a first plant in Texas that has not yet broken ground.

Amazon Warns It May Close 15 NYC Delivery Stations if Delivery Protection Act Passes

Amazon has said it could move operations out of New York if the city passes a bill forcing it to directly hire about 5,000 contract delivery drivers. Logistics consultants say the company would likely follow through. The measure has roughly 34 council co-sponsors and supermajority support, but no vote is scheduled and a compromise is under discussion.

Always-On AI Wearables From Amazon, Apple and Meta Collide With Wiretap Laws Written Decades Ago

Amazon launched its Bee Frontier and Bee Eclipse wearables on Thursday, Oct. 15, joining Apple, Meta and a crop of startups selling devices that listen all day. Experts say state wiretap laws drafted for a different era may expose the people wearing them, and whether AI that interprets speech without saving audio counts as an interception has barely been tested.

Amazon, JPMorgan, Schwab, Yelp and Delta Block Outside AI Agents as Meta, OpenAI Push Consumer Launches

Major websites are shutting out consumer AI agents like Meta's Muse, OpenAI's Dots, xAI's Grok and Instinct, citing security, licensing and site policies. JPMorgan CEO Jamie Dimon said on Oct. 13 the bank won't let just any outside agent in, and Chase has set no timeline for changing that. The agent industry now needs the sites it wants to automate to cooperate, and it has no deal with most of them.

Brazil's Amazon deforestation falls 41.8% to lowest level since records began in 1988

Brazil's space agency Inpe says 3,335 square kilometres of Amazon forest were cleared between August 2025 and July 2026, the lowest total since measurement began in 1988. The numbers land nine days before the Oct. 25 presidential run-off between Lula and Flávio Bolsonaro, with polls showing a neck-and-neck race. Both candidates promise to end illegal deforestation, but on different deadlines and with different enforcement priorities.

Aurobindo Recalls 112,932 Bottles of Amazon-Brand Acetaminophen Over Discolored Tablets

Aurobindo Pharma USA started a nationwide recall on Sept. 18 of Amazon Basic Care Extra Strength acetaminophen 500 mg after consumers complained of discolored tablets. The FDA posted it Oct. 2 and has not yet assigned a risk class. It is the second Amazon-brand acetaminophen recall from the same manufacturer for discoloration in about 16 months.

Amazon Runs More Than 1 Million Robots Next to 1.5 Million Employees, Plans to More Than Double Its Robotic Arms in 2026

Amazon operates the largest robot fleet on earth, more than 1 million machines, while employing more than 1.5 million people. Executives say robots take over the riskiest warehouse work, but a George Mason researcher warns that machines working beside people can set the pace of the job. The robotic-arm fleet, now in the single-digit thousands, is set to more than double this year.

Amazon Says It Will Stop Signing NDAs With Local Governments on Data Centers, Following Microsoft

AWS CEO Matt Garman announced Oct. 2 that Amazon will no longer sign nondisclosure agreements with government agencies on data center projects, matching a Microsoft pledge from March. A Senate report from Warren, Van Hollen and Blumenthal says Amazon, Google, Meta and Microsoft routinely sought such NDAs. More than 100 data center moratoriums are under consideration nationwide, and a congressional inquiry into NDA practices is open.

Amazon in Talks to Buy AI Startup Decart for About $7 Billion, WSJ Reports

Amazon is negotiating to acquire AI startup Decart in a deal that could be valued around $7 billion, the Wall Street Journal reported Sunday, Oct. 11, citing people familiar with the matter. Neither company has commented, and the talks could still collapse or draw a rival bidder.

Amazon Prime Big Deal Days Ends Tonight: Big-Name Tech Mostly Around 20% Off, With 40-50% Cuts on Lesser Brands

Amazon's two-day Prime Big Deal Days sale closes at 11:59 p.m. PT on Tuesday, Oct. 7. Several big-name items are discounted around 20%, while deeper cuts show up on lesser-known brands. Mashable says Black Friday usually brings the lowest prices of the year, though many of the same discounts are expected at both events.

Emmys Leave Broadcast TV for Amazon's Prime Video Starting in 2027, Ending 31-Year Network Rotation

The Television Academy and Amazon signed a six-year deal making Prime Video the exclusive global home of the Emmy Awards starting in 2027, ending the decades-old rotation among ABC, CBS, Fox and NBC. The ceremony will stream free with no Prime subscription required, but reported deal values range from $15 million to $25 million a year depending on the outlet, and neither Amazon nor the Academy has confirmed the actual number.

Amazon Faces Two Separate Payouts: $200 Prime Refunds Start, $309 Million Returns Settlement Awaits Approval

Amazon is on the hook for two different settlements right now, not one. The FTC's $2.5 billion Prime cancellation case just got bigger, with automatic payments up to $200 going out starting October 1. A separate $309 million class action over botched return refunds is still waiting on a judge's sign-off.

Amazon Pledges $1 Billion to Data Center Towns as Community Backlash Spreads From the US to Europe and Asia

Amazon Web Services announced a $1 billion, five-year community fund on October 2 to cool local opposition to its data centers, while new reporting shows the same fight over power, water and land is now hitting Europe and South Korea. The pledge amounts to roughly 0.1% of Amazon's projected $220 billion 2026 capital budget, and it arrives as over 100 US moratoriums and tens of billions in blocked projects pile up on both sides of the Atlantic.

Rope Bridges Over a Brazilian Amazon Road Log 15,000 Animal Crossings, Zero Roadkill in 15 Months

Eight simple rope bridges built in 2024 over a road in Alta Floresta, Brazil, have recorded about 15,000 wildlife crossings with no roadkill, according to the Times of India. Brazil's National Department of Transport Infrastructure has named the design its recommended highway standard, and the project is expanding to other Brazilian roads and to Suriname.

Amazon Pledges $1 Billion to Data Center Towns, Drops NDAs as Congress Investigates Big Tech Secrecy

Amazon Web Services announced a five-year, $1 billion community investment program Friday and confirmed it will stop requiring local governments to sign nondisclosure agreements on data center deals. The moves come days after Rep. Jamie Raskin opened a congressional inquiry into how Amazon, Google, Meta and Oracle use secrecy agreements with public officials, and as polling shows a majority of Americans now oppose data centers in their own backyards.

Amazon in Talks to Move $8 Billion of Nvidia Chips Off Its Balance Sheet, Financial Times Reports

Amazon is exploring a deal to shift about $8 billion in Nvidia Grace Blackwell chips into a special-purpose vehicle funded by outside investors, then lease the hardware back. The chips keep running in Amazon's data centers. The debt just stops showing up as Amazon's debt, at least on paper.

Amazon Locks In 690 Megawatts of Nuclear Power From Maryland's Calvert Cliffs Plant for 20 Years

Amazon signed a 20-year deal with Constellation Energy for nuclear power from the Calvert Cliffs plant, unlocking $3 billion in infrastructure upgrades and a 190-megawatt capacity expansion. It is the clearest sign yet that Big Tech is betting on nuclear, not wind and solar, to keep AI data centers running around the clock.

Amazon Science Roundup: Conservation Maps Miss The Birds Most At Risk, A New Fire Fund Launches, And Ancient Tool-Makers Get A Second Look

Three new pieces of Amazon research land in the same week: a Nature Communications study finds species-count maps are funding the wrong forests, a think tank pegs undiscovered Amazon drugs at $215 billion, and a new private fund launched at Climate Week bets on targeted fixes over blanket burn bans. A separate archaeology study on 13,000-year-old spear points rounds out the week's science.

Google Tests In-Chat Flipkart Checkout in India, Leaves Amazon Out

Google is testing a Buy button that lets some Gemini and AI Mode users in India complete Flipkart purchases without leaving the chat, according to TechCrunch. Amazon listings in the same test show no such option, and Google holds a $350 million stake in Flipkart from 2024, a detail worth watching even though no wrongdoing has been alleged.

CPSC Recalls 51,000 Reclining Chair Battery Packs Sold on Amazon After Four Overheating Reports

The Consumer Product Safety Commission recalled about 51,000 lithium-ion battery packs made by The Blue Cactus Company after four reports of the units overheating, smoking or igniting in customers' reclining chairs. No injuries have been reported, but the agency pulled the product anyway because lithium-ion fires are hard to stop once they start.

Anthropic's New Claude Opus 5.5 Quietly Blocks AI Development on Huawei Chips, and Amazon's Own Chip Too

Anthropic's Claude Opus 5.5, released Tuesday, September 22, ships with a built-in classifier that downgrades itself when users try certain AI development work on Huawei's 950DT chip, testing shared on X found. The same testing found the restriction also catches Amazon's Trainium3, the chip Anthropic has committed billions to running on, and Anthropic hasn't explained why.

FTC Court Order Quadruples Amazon Prime Refund Cap to $200, Adds Millions More Eligible Consumers

A federal court has approved a revised FTC order accelerating and expanding refunds under Amazon's $2.5 billion Prime settlement, raising the maximum payout from $51 to $200 and making future payments automatic with no claim forms required. Amazon still denies wrongdoing, but the company has already paid out $845 million and millions more consumers become eligible starting October 1, 2026.

Amazon Starts Testing AI Built From Rat Neurons as Stanford Publishes Mice With Human-Filled Brains

Amazon Web Services began a limited preview of an AI video tool built from rat brain cell activity on Tuesday, while Stanford researchers published a separate Nature study on mice whose brains are now mostly human tissue. Neither project means machines are thinking like animals or animals are thinking like people. Both raise real oversight questions that the hype cycle keeps skipping past.

38,507 Magnetic Toy Sets Sold on Amazon Recalled After Two Kids Hospitalized for Swallowing Magnets

The CPSC recalled Jerify Magnetic Humanoid Toy Sets on September 17 after two children pulled magnets from the figures' limbs and swallowed them, landing both in the hospital. The toys were sold on Amazon for four years before anyone caught it, and they're the fourth product recalled just this week alone.

Security Researcher Publicly Discloses Zero-Day Flaw in Meta's Muse AI Agent, Days After Amazon Shut It Out

A security researcher has publicly disclosed a zero-day vulnerability in Meta's Muse AI agent that could let malware hijack it and grab user data, just days after Amazon blocked Muse from shopping Amazon.com over unauthorized access concerns. Meta built Muse's security architecture specifically to prevent this kind of breach and offers bounties up to $300,000 for bugs. It didn't stop this one from going public first.

Amazon Blocks Meta's Muse AI Agent From Shopping Amazon.com, Citing Undisclosed Access and Stored Credentials

Since Meta launched its Muse AI agent on September 8, Amazon has cut it off from making purchases on Amazon.com, starting with a popup that appeared Sunday night, September 20. Amazon says Meta never disclosed Muse would browse its store, that the bot doesn't identify itself, and that it appears to capture customer login credentials. Meta disputes the credentials claim, and no lawsuit or regulatory action has been filed as of today.

Amazon's Jassy Predicts Trillion-Dollar AWS While Doubling Down on Nvidia and In-House Chips

Andy Jassy told shareholders AWS could become a trillion-dollar-a-year business someday, even as Amazon locks in roughly 3 million Nvidia GPUs and pushes its own Trainium chips past a $20 billion revenue run rate. It's a hedge-your-bets strategy: buy Nvidia's best gear while building cheaper in-house alternatives for everything that doesn't need it.

Generac Shares Surge After Amazon Signs Backup-Generator Deal Worth Up to $8 Billion

Generac stock jumped after Amazon agreed to buy backup generators for its data centers in a deal that could total $8 billion over time, though the firm near-term commitment is $2.4 billion through 2028. Amazon also got warrants for nearly 3% of Generac's shares, the latest hyperscaler move to lock in suppliers with equity instead of just cash.

Amazon's Leaked Plan: Grow Same-Day Delivery Hubs Tenfold to Take On Walmart by 2031

Internal Amazon documents reviewed by Business Insider show a plan called Project Mercury to grow same-day delivery facilities from about 85 today to over 1,000 by 2031, putting stock within 10 miles of 80% of Prime members. Amazon says the numbers are preliminary and not finalized. It's a straightforward bet that faster delivery beats Walmart's store-count advantage, and it comes as Amazon already faces an FTC antitrust suit over its ad pricing.

AWS Confirms It Can't Recover Bahrain Data Center or a UAE Zone Six Months After Iranian Strikes

Amazon Web Services said Tuesday it has permanently lost access to customer data in its Bahrain region and one of three availability zones in the UAE, following drone and missile strikes that began in March. It's the first confirmed case of a major U.S. cloud provider losing infrastructure to military action, and it's already forcing the UAE to redesign its next-generation AI data center campus around bunkers and blast-resistant concrete.

Amazon's Iran-Damaged Gulf Data Centers Are Still Offline as Tehran Warns of More Attacks to Come

Amazon Web Services facilities in Abu Dhabi and Bahrain, hit by Iranian drones during the 2025 Israel-Iran war, remain mostly offline with no repair date, according to The Wall Street Journal. As Gulf states pitch themselves as the next AI superpower, Iran's security chief is now warning Washington that the Strait of Hormuz balance has shifted and more trouble is coming, showing the physical risk didn't end when the shooting stopped.

Amazon Suspends Cargo Carrier 21 Air After Miami Crash Killed Five, Pilots Cite Years of Safety Complaints

Amazon confirmed Sunday, September 13 it is pausing operations with 21 Air, the carrier whose Boeing 767 overran a Miami runway on September 6 and killed five people on the ground. NTSB investigators are reviewing cockpit recordings showing a pilot repeatedly warned of excessive speed, while separate reporting details a former 21 Air pilot's unresolved retaliation complaint over alleged safety issues at the company.

Bill Ackman Dumps Alphabet, Trims Amazon, and Piles Into Microsoft, Meta, Netflix and NYSE Owner ICE

Pershing Square's Q2 2026 letter shows Bill Ackman fully exited Alphabet, cut Amazon by 25%, and rerouted billions into Microsoft, Meta, a new $934 million Netflix stake, and a fresh position in Intercontinental Exchange. The moves come as Alphabet, Amazon and Meta commit up to $535 billion in 2026 AI capex, and as OpenAI signals it may slow its own development pace over safety concerns.

Kroger Shoppers Shifted $12 Billion in Spending to Amazon, Walmart and Costco Over the Past Year, Numerator Finds

A new Numerator report shows Kroger customers moved more than $12 billion in grocery spending to rivals over the past 12 months, with Kroger itself directly losing over $1 billion from the shift. CEO Greg Foran is cutting prices to fight back, but Kroger just trimmed its sales growth outlook even as it raised profit guidance on cost cuts.

Amazon Faces New Ad-Pricing Lawsuit, Pregnancy Discrimination Case, and India's Discount Rule Overhaul

Since the FTC's Sept 12 antitrust framing over algorithmic pricing, new details have surfaced showing Amazon allegedly ran a hidden 'soft reserve' surcharge on ad auctions for seven years, pulling in more than $20 billion. Separately, a nationwide pregnancy discrimination class action and India's new discount-disclosure rules landed in the same stretch, adding legal and compliance pressure on three fronts at once.

FTC's Amazon Antitrust Case Exposes a New Problem: Pricing Algorithms That Collude Without Anyone Colluding

The FTC's antitrust suit against Amazon centers on a tool called Project Nessie, which allegedly padded profits by over $1 billion by predicting when rivals would follow a price hike. A 2024 Journal of Political Economy study of German gas stations found something scarier: pricing software can produce cartel-like price hikes even when no company designed it to, and no law was broken to get there. Amazon disputes the FTC's characterization and says the tool was shut down years ago. Either way, the case exposes a gap in antitrust law that predates AI and isn't going away.

Amazon Leo Signs 6 More Ariane 6 Launches in Paris, Same Week Blue Origin Boycotted the Summit

Amazon Leo just locked in six more European rocket launches at the Paris space summit that Blue Origin, SpaceX, Stoke Space and Starcloud skipped over alleged White House pressure. Same city, same week, one Bezos company sat out and another wrote a bigger check to Europe. The money moved anyway.

More Than 10 States Yank Data Center Tax Breaks as Backlash Hits Amazon, Meta and Google

States that spent years handing Big Tech billions in tax exemptions to build AI data centers are now ripping those deals up, according to The Wall Street Journal. Ohio, New Jersey, Illinois, Washington, Maine and others cite runaway costs, rising electricity bills and furious residents. It is a rare case of taxpayers actually winning one against corporate welfare, but it is also creating real political headaches for Republicans who sold the deals in the first place.

Fi Recalls Two Dog Supplements Sold on Amazon and Chewy Over Salmonella Contamination Risk

New York-based Fi is recalling its Calming and 8-in-1 Formula dog supplements after an ingredient from its manufacturer tested for possible Salmonella contamination. The company announced the recall September 3 and the FDA posted it September 8. No illnesses have been confirmed, but Salmonella can sicken both dogs and the people who handle their food.

Amazon Sells $5.8 Billion Sterling Bond, Uber Debuts in Euros as US Tech Debt Binge Tops $200 Billion for the Year

Amazon and Uber both hit European bond markets this week, part of a record-shattering wave of US corporate debt sales overseas that has already blown past $200 billion in 2026, according to LSEG data. The European Central Bank warned on August 31 this hyperscaler borrowing spree could crowd out other companies and even governments, raising financing costs across the board.

Qualcomm Shares Jump After Amazon Ties $60 Billion in AI Chip Orders to $4 Billion Stock Warrant

Qualcomm and Amazon Web Services announced a multi-generation deal Tuesday to build custom AI inference chips, with Qualcomm handing AWS a warrant to buy up to 25 million shares worth roughly $4 billion. The stock jumped, but the warrant only fully vests if Amazon actually places up to $60 billion in orders over the next decade, and no delivery timeline or committed volume has been disclosed.

Amazon Adds First-Ever Pound Bonds to $80 Billion 2026 Borrowing Binge as Treasury Yields Sit Near 19-Year Highs

Amazon is set to sell British pound bonds for the first time as soon as Wednesday, pushing its 2026 global borrowing past $80 billion to fund AI infrastructure. It's happening while the U.S. bond market is in turmoil over the $40 trillion national debt, with CNN reporting that corporate AI debt issuance is itself competing with Treasuries for investor demand.

FCC's New Direct-to-Phone Satellite Rules Kick Off a Spectrum Fight Among AST SpaceMobile, SpaceX, Amazon and Rocket Lab

The FCC's Supplemental Coverage from Space authorization has turned satellite-to-phone service into a real business, and four public companies are racing to lock down the radio spectrum that makes it work. AST SpaceMobile, SpaceX, Rocket Lab and Amazon are all posting huge growth numbers, but independent analysts warn satellites alone still can't replace cell towers, and launch capacity, not rockets in the abstract, may be the real bottleneck.

AirTrunk's Australian Data Centers Top 1.2 Gigawatts as Microsoft, Google and Amazon Sign On

AirTrunk, valued at roughly A$24 billion after a 2024 Blackstone-led buyout, is pouring billions into new Australian data center campuses to feed Microsoft, Google, Amazon, Apple and Oracle's AI demand. Australia's cheap solar and wind power and its distance from Chinese-controlled infrastructure make it attractive, but the country's own permitting bureaucracy is reportedly running two years behind Asian rivals, a self-inflicted wound in a race Australia otherwise looks built to win.

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