Amazon

Amazon news — AWS, retail, logistics, labor, and AI — from sources across the political spectrum.

82 articlesLast updated 2026-08-06 06:47 UTC
us tech 6 2d ago 4 min read

Researchers Hijack OpenAI's Atlas Browser Into Spamming WhatsApp Contacts, Attempting Amazon Purchase

Security firm Zenity showed at Black Hat 2026 that OpenAI's Atlas browser could be tricked by hidden webpage instructions into messaging every contact in a user's WhatsApp Web account and into adding an item to an Amazon cart. OpenAI is retiring Atlas on August 9, but researchers say the underlying problem, AI agents blindly following instructions buried in untrusted web content, affects nearly every major AI browser tool on the market.

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us tech 6 2d ago 4 min read

Amazon's Zoox to Start Charging for Robotaxi Rides in Las Vegas on August 10

After nearly a year of free rides and roughly 500,000 trips, Zoox will finally start billing passengers in Las Vegas starting Monday, August 10. The company got there through a federal safety exemption, not a technology breakthrough, and it still can't charge a dime anywhere else.

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us finance 5 3d ago 3 min read

Bezos Files to Sell $4 Billion in Amazon Stock the Day It Hits $3 Trillion

Jeff Bezos filed to sell 15 million Amazon shares worth about $4.07 billion, right after Amazon's market cap crossed $3 trillion for the first time. The sale was pre-scheduled under a trading plan from November 2025, not a reaction to the milestone, but the timing still spooked some investors and got CNBC's Jim Cramer to call it a buzzkill.

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us economy 7 3d ago 4 min read

New Jersey Sues Amazon, Claims It Uses Monopsony Power Over Delivery Drivers

New Jersey Attorney General Jennifer Davenport filed the first-ever state monopsony lawsuit against Amazon, alleging the company suppresses pay and working conditions for its third-party delivery drivers while blocking unionization. Amazon says the claims are flatly false and that delivery contractors run independent businesses. This is a legal fight worth watching closely, and it hinges on a legal theory that hasn't been tested by any state court before.

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us tech 5 4d ago 4 min read

AWS Signs Multiyear Deal to Embed Vibe-Coding Startup Superblocks in Customer Private Clouds

Amazon Web Services and Superblocks announced a multiyear co-marketing agreement letting enterprises run AI app-building tools inside their own AWS environments instead of sending data to outside model providers. It is a small deal for a 50-person startup, but it signals AWS's bigger play: keep enterprise AI spending on its own cloud rather than losing it to OpenAI or Anthropic.

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us energy 6 6d ago 3 min read

Colombia's Deforestation Rose 5% in 2025, Amazon Loss Stays High

Colombia's forest loss ticked up 5% in 2025 despite years of government pledges to fight it, according to AP News. The Amazon region remains the epicenter, with cattle ranching, coca cultivation and land grabbing driving the destruction.

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us finance 6 Aug 1 3 min read

Amazon's Earnings Beat Sends Stock Up 15%, Dow Notches Fourth Straight Winning Month

Amazon crushed earnings expectations Friday, jumping as much as 15% and dragging the Nasdaq and S&P 500 higher with it, while Apple got punished for a services revenue miss. The real story underneath: bond yields are spiking hard, with the 30-year hitting levels not seen since 2007, and that's the thing actually worth watching, not one company's cloud numbers.

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us finance 8 Aug 1 4 min read

Amazon, Microsoft and Alphabet Add Nearly $1.5 Trillion in Market Value in One Week on AI Bets

Amazon, Microsoft and Alphabet added a combined $1.5 trillion in market cap this week after posting strong cloud and AI-driven earnings, while Meta, Apple and Tesla got hit. Wall Street is finally asking the question that matters: can any of this AI spending actually turn a profit, or is this the biggest bet in corporate history running on faith.

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us economy 6 Jul 31 3 min read

Laser Scans Reveal a Lost Amazon Civilization Built Tens of Thousands of Earthworks 2,000 Years Ago

A new lidar survey published in Nature found 396 previously unknown earthworks in the Brazilian Amazon, built by a civilization researchers call the Aquiry between 600 B.C. and A.D. 850. Researchers estimate the civilization may have included up to 3 million people at its peak and left behind as many as 30,000 structures across a region long assumed to be untouched wilderness.

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us economy 6 Jul 31 4 min read

Amazon Collected $600 Million in Trump Tariff Refunds, Will Return Some to Shoppers

Amazon told analysts Thursday it received about $600 million in tariff refunds after the Supreme Court struck down Trump's IEEPA tariffs in February. The company says only customers where it can trace a direct pass-through will get automatic refunds; the rest of the money goes toward Amazon's general low-price push, not your wallet.

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us tech 8 Jul 31 4 min read

Amazon Raises 2026 AI Spending to $220 Billion as AWS Growth Hits Five-Year High

Amazon posted second-quarter revenue of $200.6 billion and AWS growth of 36.7%, its fastest cloud acceleration since 2021, then hiked its 2026 capital spending forecast to $220 billion. Shares jumped double digits after hours. CEO Andy Jassy says demand still outstrips capacity, and that won't change through 2027 or, he says, even 2028.

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us tech 8 Jul 30 3 min read

Amazon Ties North Korean Hacking Group to Four Major Open-Source Software Compromises

Amazon researchers say a North Korea-linked hacking group compromised four widely used JavaScript packages, including one downloaded over 100 million times a week, by tricking trusted maintainers into publishing malicious updates. The findings show how a handful of infiltrated code libraries can hand hackers a back door into thousands of downstream companies at once.

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ua defense 7 Jul 29 3 min read

Ukraine Shifts Drone Strikes From Russian Oil to Russia's Amazon, Hitting Wildberries Warehouses

After months of hammering Russian refineries and energy sites, Ukraine's drones are now going after Wildberries, Russia's dominant online retailer, in an effort to choke supply chains and rattle small businesses. Moscow is already lining up state bank support to keep the company afloat, a sign the pressure is landing somewhere real.

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us finance 7 Jul 29 4 min read

Alphabet Fell 7% on Capex News. Now Microsoft, Meta and Amazon Face the Same Test This Week

Alphabet's stock dropped 7% last Thursday after it raised its 2026 AI spending forecast, and Wall Street is no longer rewarding hyperscalers just for spending more. Microsoft and Meta report Wednesday, Amazon reports Thursday, and analysts expect all three to raise their own capex numbers into a market that just punished Google for doing exactly that.

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us tech 5 Jul 28 4 min read

AI Startup Recursive Superintelligence Signs Roughly $400-Million Amazon Compute Deal — Reports Disagree on Exact Figure

Recursive Superintelligence, which emerged from stealth earlier this year with $650 million raised, has signed a multi-year Amazon Web Services compute contract that outlets have variously reported as $400 million and $410 million. CEO Richard Socher says it's the first of many such deals and promises tangible products by October. That's a lot of faith in a company barely six months old.

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us tech 6 Jul 28 3 min read

Amazon Files With FCC For 5,105-Satellite Network To Compete With SpaceX On Phone Connectivity

Amazon asked federal regulators for a license to build a 5,105-satellite constellation aimed at connecting directly to mobile phones, using spectrum from its recent Globalstar acquisition. The plan depends on rockets that don't fully exist yet, and even SpaceX's own carrier partner admits barely anyone uses this technology today.

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us tech 6 Jul 27 3 min read

Amazon Files for FCC Approval to Launch 5,105 Satellites for Direct-to-Phone Network by 2028

Amazon filed with the FCC on Saturday to build a satellite constellation nearly double the size of its current Kuiper network, aimed at beaming cell service straight to phones without a tower. It's Amazon's answer to Starlink's head start, built on spectrum from its pending $11.6 billion Globalstar buyout, and it's still years from actually working.

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ua defense 7 Jul 26 4 min read

Ukraine's Drone Campaign Hits Russia's Amazon, Wildberries, Nine Times in a Week, Killing at Least Nine

Since Kyiv's long-range strike campaign shifted from oil refineries to logistics networks last weekend, Ukrainian drones have hit at least nine Wildberries warehouses across Russia, from St. Petersburg to Crimea, killing at least nine people and destroying an estimated $2.2 billion in merchandise. Separately, Russia says a Ukrainian drone strike killed 12 civilians at a holiday camp in occupied Zaporizhzhia, a claim Kyiv has not addressed.

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us tech 4 Jul 25 4 min read

Warner Bros. Discovery Sues Amazon Over HBO Executive Poaching

Warner Bros. Discovery filed suit against Amazon, claiming the company deliberately induced HBO Max marketing chief Pia Barlow to break her contract 16 months early. The lawsuit also flags a failed attempt to lure away HBO's head of drama programming, showing this wasn't a one-off hire but an alleged pattern.

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us finance 8 Jul 24 4 min read

Moody's Warns AI Spending Boom Is Straining Balance Sheets at Amazon, Meta, Alphabet, Microsoft, Oracle and CoreWeave

Moody's Ratings says the $785 billion AI infrastructure spree this year, headed toward $1 trillion in 2027, is pushing hyperscalers into debt and off-balance-sheet leases at a scale the ratings firm calls unprecedented. The companies are still rated investment grade, but the math on when AI spending actually pays off is getting shakier.

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us tech 6 Jul 24 3 min read

AWS Outage in Oregon Knocks Out PSN, DoorDash, Reddit and Apple Pay for Hours

A connectivity failure in Amazon Web Services' US-West-2 region in Oregon started around 6:40 a.m. ET Friday and disrupted PlayStation Network, DoorDash, Reddit, Hulu and Apple Pay for hours. It's another reminder that huge swaths of the internet run through Amazon's servers, and when Amazon sneezes, everybody catches a cold.

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us tech 6 Jul 24 3 min read

Amazon Now Requires Sellers to Label AI-Generated People in Product Images After New York Law

Amazon told third-party sellers this week they must tag any product images or videos containing photorealistic AI-generated people, following a New York law requiring disclosure of synthetic performers in ads. The policy has real gaps, TV and movie characters are exempt, and Amazon hasn't said exactly when it'll show shoppers a label.

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us tech 4 Jul 24 3 min read

Amazon Folds Cloud-Gaming Service Luna Into Prime Video on Fire TV

Amazon added a Games tab to Prime Video on Fire TV devices, letting Prime subscribers stream titles like Fallout 4 and Hogwarts Legacy through its Luna cloud-gaming tech without leaving the video app. It's Amazon chasing Netflix's casual-gamer play instead of competing for hardcore gamers, and right now it's US and UK only.

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us health 7 Jul 22 4 min read

Amazon and TikTok Shop Sold "Sterling Silver" Jewelry That Was Actually Mostly Cadmium, Testing Finds

A Sunday Times investigation found a $4 Amazon ring listed as 925 sterling silver was over 92% cadmium, more than 9,000 times the UK legal limit, and a TikTok Shop bracelet tested at nearly 3,300 times over. Cadmium is a carcinogen with no comprehensive U.S. federal limit for adult jewelry, so this stuff is legal to sell here even though the UK would ban it at the border.

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us energy 6 Jul 21 4 min read

Amazon Fires Dropped 80% in 2025, Hitting Lowest Level Since Satellite Records Began

Brazil's Amazon burned 3.1 million hectares in 2025, down from a record 15.8 million in 2024, according to MapBiomas. The drop came from a delayed rainy season, less deforestation, and communities scared straight by 2024's disaster, not just government policy. Researchers warn a possible El Niño could reverse the trend fast.

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us tech 6 Jul 17 4 min read

Amazon's Zoox Recalls Software on 105 Robotaxis After Vehicle Drove Into Fire Scene Smoke

A Zoox robotaxi drove into a smoke-obscured fire scene in Las Vegas on June 20, then had to be reversed out by a remote employee. Zoox pushed a software fix to its whole 105-vehicle fleet on July 7, one day before federal regulators issued a blunt warning to the entire industry.

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us tech 5 Jul 17 3 min read

AWS Billing Glitch Showed Customers Owing Up to $1.5 Trillion, Amazon Says No One Actually Owes It

A bug in Amazon Web Services' billing console displayed fake charges ranging from millions to $1.5 trillion for customers who normally pay pennies a month. Amazon says actual usage and invoices were never affected, but the glitch triggered real panic for small businesses, students, and charities worldwide.

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us tech 5 Jul 16 4 min read

Amazon Exec: 85% of Companies Piloting AI Agents, Only 5% Ship Them Because They Don't Actually Work

At VB Transform 2026, Amazon's AGI Autonomy director Bryan Silverthorn said the enterprise AI agent problem isn't smarter models, it's reliability nobody is properly measuring. Cisco data shows 85% of enterprises are piloting agents but just 5% have them in production, and companies are checking uptime while ignoring whether the thing actually gets the answer right.

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us economy 6 Jul 11 3 min read

Amazon's 57,000 Corporate Job Cuts Since 2022 Collide With an AI-Driven Hiring Freeze

Amazon has cut more than 57,000 corporate jobs since 2022, about 16% of its white-collar workforce, and laid-off staff are finding a tech job market flooded with competitors from Meta, Salesforce and Cisco. CEO Andy Jassy says AI efficiency gains will keep shrinking headcount, and the numbers back him up: tech has shed roughly 140,000 U.S. jobs so far this year, more than any other sector.

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us economy 7 Jul 9 3 min read

Amazon Shipping Targets FedEx and UPS Customers with Lower Rates and Fewer Surcharges

Amazon Shipping has been undercutting FedEx, UPS, and even the U.S. Postal Service on price since opening to all businesses earlier this year. Logistics experts say some shippers are saving up to $6 per package, and in at least one documented case, 33% annually versus FedEx. The incumbent carriers are not in a comfortable position.

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us finance 7 Jul 8 3 min read

Amazon Plans $25 Billion Bond Sale as Its Last Debt Raise of 2026. Microsoft Is Swapping Out OpenAI and Anthropic Models in Office Products.

Amazon is raising at least $25 billion through an eight-part bond offering and has told sources it does not plan to issue more debt this year. Separately, Microsoft has begun replacing third-party AI models from OpenAI and Anthropic with cheaper in-house alternatives inside Excel, Outlook, and other Office products. Both moves raise the same underlying question: how much longer do the hyperscalers keep pouring capital into AI infrastructure at this pace?

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us finance 8 Jul 7 3 min read

Amazon Raising at Least $25 Billion in Bonds to Fund AI Buildout, No More Debt Planned for 2026

Amazon is selling bonds in at least eight tranches worth $25 billion or more, its third major debt raise this year. The company told underwriters this will be its last bond issuance in 2026. The money is headed toward a $200 billion capital expenditure plan built almost entirely around AI infrastructure.

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us tech 8 Jul 6 4 min read

Tech Sector Has Cut 154,000 Jobs in 2026, With AI Cited as the Leading Driver Across Oracle, Amazon, Meta, and Microsoft

Since Microsoft's 4,800-person layoff announcement earlier this month, the broader picture has come into sharper focus: nearly 154,000 tech jobs have been eliminated in the first half of 2026 alone, putting the industry on pace to exceed last year's full-year total of 246,000 cuts. AI is now the single most-cited reason for tech layoffs, and the companies doing the cutting are, almost without exception, reporting record revenues at the same time.

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us tech 6 Jul 5 4 min read

Amazon Closes Mechanical Turk to New Customers July 30, Labeling the 21-Year-Old Platform a 'Service in Maintenance'

Amazon Web Services announced it will stop accepting new customers for Mechanical Turk on July 30, 2026, adding it to its Services in Maintenance list. The platform will keep running for existing users, but AWS has ruled out new features. After two decades, the crowdsourced labor marketplace that quietly underpinned a generation of AI training data is being wound down.

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us tech 6 Jul 3 4 min read

Europe's Top Regulators Warn AI Is Outpacing Financial Rules, While Amazon Bets on Chip Control and Alexa Wearables

Senior European financial officials say existing regulatory frameworks cannot keep up with AI's pace, with the Bank of England floating kill-switch proposals for AI-driven trading. Amazon's hardware chief Panos Panay, meanwhile, disclosed the company is designing its own chips for consumer devices and has a full roadmap of AI-powered wearables in development.

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us tech 6 Jul 3 3 min read

Google's Carbon Emissions Up 25%, Amazon's Up 16%. Both Blame AI Growth Without Saying So.

Google and Amazon released sustainability reports showing significant emissions increases tied to AI infrastructure expansion. Neither company directly names AI as the culprit, but the data points there. Both have net-zero pledges that now look considerably harder to keep.

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us tech 6 Jul 2 3 min read

Amazon Leo Reaches 396 Satellites, Enough for Initial Service. Years Behind Starlink.

Amazon says its Leo satellite internet service has enough hardware in orbit to begin offering commercial coverage at select latitudes, with 396 satellites deployed as of July 2, 2026. The milestone puts Amazon on track for its stated mid-2026 commercial launch, but the gap between Leo and SpaceX's Starlink remains enormous. Early customers should expect rough performance, not a finished product.

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us tech 6 Jul 2 4 min read

Amazon Is Building Its Own AI Chips for Echo and Fire TV, Devices Chief Panos Panay Confirms

Amazon SVP Panos Panay confirmed to CNBC that the company designs custom silicon for its most critical consumer devices, including the Echo Show 8, Echo Show 11, and Fire TV. The strategy is driven by a push toward on-device AI processing rather than cloud dependency. Panay also said he believes the industry is moving away from screens and apps entirely, toward ambient, conversational AI systems.

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us tech 7 Jul 1 3 min read

Amazon Settles FTC Identity Theft Case for $2.25 Million Over Records Violations

The FTC says Amazon violated federal law by denying or delaying transaction records to identity theft victims who had a legal right to them. Amazon agreed to pay $2.25 million in civil penalties. No admission of wrongdoing is part of the settlement.

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us defense 7 Jul 1 4 min read

AWS and Anduril Combine Mobile Data Center with Secret Cloud to Push Computing to the Battlefield

Amazon Web Services named Anduril its preferred edge provider for defense customers and unveiled two new products at the AWS Summit in Washington, D.C.: a ruggedized mobile data center system deployable in under 10 minutes, and a classified cloud for the defense industrial base. Both products have real-world precedent. Menace-I was deployed during Operation Epic Fury, and Northrop Grumman is already running classified workloads on the new Secret Cloud for Industry.

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us economy 7 Jul 1 4 min read

Amazon, Argos, and Currys Marketed Private E-Scooters for UK Road Use. That Has Been Illegal the Whole Time.

A Press Association investigation published July 1, 2026 found major British retailers pitching privately-owned e-scooters as commuting tools, despite a UK law banning them from all public roads, cycle lanes, and pavements. Government figures show 10 people killed and 1,484 injured in e-scooter collisions in 2025 alone. The big retailers updated their listings after PA contacted them, but smaller sellers still have the illegal marketing up.

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us finance 7 Jun 29 3 min read

Amazon and Flipkart's Quick Commerce Push Wipes $15 Billion from Eternal and Swiggy Market Values

India's two dominant quick commerce players, Eternal (parent of Blinkit) and Swiggy, have shed a combined $15 billion in market value as Amazon and Walmart-owned Flipkart accelerate their rapid delivery expansion. The incumbents built this market from scratch, but the threat of two global giants with deep pockets is now reflected in their share prices. The $11 billion quick commerce segment is also about to get a new publicly traded competitor: Zepto is preparing a $1 billion IPO.

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us tech 7 Jun 25 3 min read

Amazon Commits Another $13 Billion to India AI Infrastructure, Bringing Total Pledges to $48 Billion

Amazon CEO Andy Jassy met with Indian Prime Minister Narendra Modi in New Delhi and announced a fresh $13 billion investment to expand AWS data centers in Mumbai and Hyderabad through 2030. This is Amazon's third major India commitment in three years, but the company has not disclosed how the full $48 billion total will actually be spent or what share is new capital versus operating costs.

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us tech 7 Jun 24 4 min read

Amazon Dropped a Film Critical of Sam Altman Weeks After a $50 Billion OpenAI Investment. Other Studios Are Passing Too.

Amazon MGM will not distribute Luca Guadagnino's 'Artificial,' a biographical drama about OpenAI CEO Sam Altman, despite the film being nearly finished. The timing — weeks after Amazon committed $50 billion to OpenAI — raises a straightforward question: are major studios self-censoring to protect lucrative AI partnerships? Netflix, A24, Focus Features, and Warner Bros.' Clockwork have all reportedly passed as well.

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us economy 7 Jun 23 3 min read

Labor Judge Orders Amazon to Bargain with Teamsters. Amazon Will Appeal to a Trump-Reshaped NLRB.

An administrative law judge ruled Amazon broke federal law by refusing to recognize the Teamsters union at a San Francisco-area delivery center. Amazon is appealing, and the appeal lands before an NLRB board increasingly populated by Trump appointees who may be hostile to the legal doctrine that produced the ruling. The outcome could determine whether Amazon's warehouse unionization push dies in the appeals process.

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us finance 7 Jun 23 3 min read

Amazon Prime Day 2026 Starts Tuesday. Here Is What Wall Street Is Actually Watching.

Amazon's four-day Prime Day event runs June 23 through June 26, with Emarketer projecting $15.6 billion in U.S. sales. The deals are real, the discounts are broad, and the bigger question is whether Amazon can use the event to lock in inflation-squeezed shoppers on everyday essentials, not just gadgets.

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us economy 6 Jun 21 3 min read

CPSC Recalls 70,000 GOPO TOYS Teething Products Sold on Amazon After Three Choking Incidents

The U.S. Consumer Product Safety Commission has recalled more than 70,000 GOPO TOYS Pull String Teething Toys after silicone strings caused respiratory distress or choking in at least three children. The toys, sold on Amazon from August 2023 through March 2026, violate mandatory toy safety standards. Parents should stop use immediately and contact GOPO Toys for a full refund.

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us tech 6 Jun 19 4 min read

Amazon MGM Drops Nearly Finished Sam Altman Biopic Months After Investing $50 Billion in OpenAI

Amazon MGM Studios is walking away from 'Artificial,' a nearly completed Luca Guadagnino film about Sam Altman's 2023 firing and reinstatement at OpenAI, and is helping the filmmakers find a new distributor. The studio had greenlit and fast-tracked the project, but expanded its financial relationship with OpenAI significantly since then. Amazon says the film will be 'better served' elsewhere. It has not explained what changed.

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us tech 6 Jun 19 4 min read

Ninth Circuit Weighs Whether a 1986 Hacking Law Covers AI Shopping Agents. Amazon Probably Wins, but the Real Question Is Bigger.

Amazon sued Perplexity AI in November 2025 after Perplexity's agentic browser kept accessing Amazon's systems even after a cease-and-desist. A federal judge sided with Amazon in March 2026, but the Ninth Circuit stayed that injunction pending appeal. The deeper fight is whether a four-decade-old statute written for human hackers should be deciding the future of AI agents.

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us tech 6 Jun 19 4 min read

AWS in Early Talks to Sell Trainium AI Chips to Outside Data Centers, Challenging Nvidia's Core Market

Amazon Web Services is exploring selling its Trainium AI chips directly to other companies' data centers, a move that would put it in direct competition with Nvidia for the first time. AWS AI chief Peter DeSantis confirmed the talks to Bloomberg, though the company says discussions are early-stage. The math is striking: Andy Jassy estimated a standalone AWS chip business would run at roughly $50 billion annually, but Nvidia is currently at a $326 billion revenue run rate.

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us tech 5 Jun 19 4 min read

Amazon's Three Contradictions: Engineer Investigations, Chip Sales Push, and a $10 Billion Missouri Campus

Since our coverage on June 18, three separate Amazon stories have solidified into a single portrait of a company sprinting toward AI dominance while managing internal dissent and competitive repositioning. Amazon is simultaneously investigating workers who opposed data center expansion, pitching its Trainium chips to outside buyers, and building a $10 billion campus in Missouri.

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us energy 6 Jun 19 4 min read

Amazon Commits $10 Billion to Missouri Data Center as FERC's Grid Fast-Lane Order Takes Effect

One day after FERC unanimously ordered six grid operators to fast-track data center connections and put upgrade costs on the data centers themselves, Amazon announced a $10 billion campus in Montgomery County, Missouri. The projects illustrate both the scale of AI infrastructure investment and the core problem FERC's order left unsolved: there is not enough generating capacity waiting on the other end of that fast lane.

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us tech 5 Jun 18 4 min read

Amazon Is Investigating Three Engineers Who Testified for Seattle Data Center Limits

Three Amazon software engineers testified at Seattle City Council hearings in favor of a data center moratorium, and one week later found themselves in HR meetings facing potential termination. On June 18, they filed a complaint with the Seattle Office for Civil Rights alleging Amazon violated a city ordinance protecting employees from political-speech retaliation. Amazon says it's investigating a possible policy violation, not punishing political speech.

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us tech 7 Jun 18 4 min read

Amazon Is Pitching Its Trainium AI Chips to Outside Customers While JPMorgan Forecasts $800 Billion in Annual GPU Spending by 2030

Amazon is in talks to sell its custom Trainium chips to third-party data centers, a direct shot at Nvidia's grip on the AI hardware market. At the same time, JPMorgan projects that GPU and AI chip spending will grow to roughly $800 billion annually by 2030, up from $340 billion today. Both stories point to the same underlying reality: the chip market is getting more competitive and more expensive at the same time.

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us economy 6 Jun 18 4 min read

Jeff Bezos Says AI Will Create a Labor Shortage, Not Mass Unemployment. Amazon Has Cut 30,000 Jobs Since Late 2024.

Speaking at VivaTech in Paris on Wednesday, Jeff Bezos argued that AI will generate demand for human builders and creators rather than displace them. The claim lands against a specific backdrop: Amazon itself has trimmed roughly 30,000 corporate positions since late 2024, partly citing AI efficiency gains, and U.S. employers linked AI to 40% of May's job cuts. Both things can be true long-term, but the short-term data currently cuts against Bezos's optimism.

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us finance 7 Jun 17 4 min read

SpaceX Passes Amazon in Market Cap on Day Three of Trading, Briefly Touches $3 Trillion Intraday

Since listing on the Nasdaq at $135 per share last Friday, SpaceX shares have climbed more than 50% and closed Tuesday at $201.80, pushing its market cap to roughly $2.66 trillion and past Amazon's $2.65 trillion. The same day, SpaceX announced a $60 billion all-stock deal to acquire Anysphere, the company behind AI coding assistant Cursor. The free float is still only 5% of total shares, and the first insider lockup release is set for August 11.

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us tech 6 Jun 15 4 min read

Amazon Flagged the Anthropic Fable Jailbreak to the White House. Now Reports Say China May Have Accessed Mythos.

Since the Commerce Department's export control letter landed on the evening of June 12, new reporting has added two significant details: Amazon CEO Andy Jassy personally raised the jailbreak concern to White House officials, and the White House now suspects a China-linked group accessed Mythos 5 before the models were pulled. Anthropic says the government never mentioned China during those conversations. Both models remain offline as of June 14, with no restoration date announced.

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us tech 5 Jun 14 3 min read

Amazon Launches AI Search That Generates Product Images From Text Descriptions

Amazon has rolled out an AI-powered search feature that renders visual product images in real time as shoppers type vague descriptions. The tool targets the common frustration of knowing what you want but not what it's called. Practical tech with a clear commercial motive.

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us tech 6 Jun 14 4 min read

Amazon's Jailbreak Research on Fable 5 Directly Preceded the White House Shutdown Order, Reports Confirm

Since the Commerce Department's export control directive landed earlier this week, the chain of events leading to it has come into sharper focus. Amazon conducted cybersecurity research showing Fable 5 could be prompted to generate cyberattack-usable information, CEO Andy Jassy shared those findings with senior U.S. officials, and the shutdown order followed. Anthropic disputes the 'jailbreak' label and says the same vulnerabilities exist across competing models.

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us tech 6 Jun 14 4 min read

Amazon CEO Andy Jassy Raised Security Concerns About Anthropic Models With Trump Officials Before the Shutdown Order

Since Anthropic disabled Fable 5 and Mythos 5 globally late last week, new reporting has clarified where the shutdown pressure originated. Amazon CEO Andy Jassy personally raised security concerns with senior Trump administration officials, and Amazon researchers conducted the jailbreak research that exposed vulnerabilities in Anthropic's model. That puts Amazon, a major Anthropic investor, at the center of the chain of events that pulled its own partner's products offline.

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