电子商务

An NYC bill, backed by Mayor Zohran Mamdani, calls for Amazon, FedEx, and others to directly employ thousands of delivery workers; the bill could pass this fall (www.bloomberg.com)
11 hours ago Amazon

Owner of 1.5M-page site PatronView on a year of fighting scrapers: 214:1 bot-to-human page loads, 35K Claude crawls per referred user, Amazon bot referred none (patronview.com)
15 hours ago Amazon

Microsoft, Google, Amazon, Meta and Oracle: Expect a Negative Cash Flow of $125 Billion Next Year (developers.slashdot.org)
3 days ago Google Amazon Microsoft Oracle

Amazon is backing a 7.65 GW gas plant for an off-grid TX AI data center, potentially the largest single US emissions source, at odds with its 2040 net-zero goal (www.nytimes.com)
3 days ago Amazon AI

How Amazon and Gilroy, California, quietly negotiated a $2B data center project that AWS applied to build in 2020, without any public meetings or votes (www.wsj.com)
3 days ago Amazon California

Sources: Alibaba plans to ask heavy commercial users of its next Qwen open model for a share of revenue; Moonshot's Kimi K3 requires up to a 30% revenue share (www.reuters.com)
4 days ago Alibaba

OpenAI introduces Agent Plugins, an open standard for bundling skills and MCP servers, and says its steering committee includes Amazon, Microsoft, and Cursor (9to5mac.com)
5 days ago Amazon Microsoft

eBay reports Q2 revenue up 15% YoY to $3.13B, vs. $3.02B est., GMV up 15% to $22.4B, and forecasts Q3 revenue above estimates (www.reuters.com)
6 days ago eBay

Amazon's Zoox will start charging for rides in Las Vegas starting August 10, launching its commercial operations after offering free rides since last year (techcrunch.com)
6 days ago Amazon Vegas

A US appeals court overturns a ruling that had temporarily barred Perplexity from using its agentic shopping tools on Amazon's platform (www.reuters.com)
7 days ago Amazon

Alibaba says its 2.4T-parameter Qwen3.8-Max tops Moonshot's Kimi K3 on some benchmarks and it plans to release Qwen3.8-Max's and Qwen3.8-27B's weights next week (www.bloomberg.com)
7 days ago Alibaba

New Jersey files an antitrust lawsuit against Amazon, alleging it uses its dominance to impose low pay and poor conditions on independent delivery drivers (www.reuters.com)
7 days ago Amazon

Amazon becomes the fifth company to reach a $3T market cap, joining Nvidia, Alphabet, Microsoft, and Apple; its stock closed up 4.58% on Monday (www.bloomberg.com)
8 days ago Amazon Microsoft Apple Nvidia Alphabet

‘Russian Amazon' founder put on Ukraine's ‘kill list' (www.rt.com)
8 days ago Russia Amazon Ukraine

Alibaba prices Qwen3.8-Max at $2 per 1M input tokens and $6 per 1M output tokens via its API, below Kimi K3's $3/1M input tokens and $15/1M output tokens (www.theinformation.com)
8 days ago Alibaba

Alibaba says its 2.4T-parameter Qwen3.8-Max tops Kimi K3 on some benchmarks, and plans to release the open weights of Qwen3.8-Max and Qwen3.8-27B next week (www.bloomberg.com)
8 days ago Alibaba

Filing: Amazon has completed its $50B investment in OpenAI; source: OpenAI received the final tranche this week, taking Amazon's position to roughly 5% (www.ft.com)
11 days ago Amazon

Amazon shares closed up 15.32% on Friday, the biggest one-day jump since April 2012, after the company reported accelerating AWS revenue (www.bloomberg.com)
11 days ago Amazon

Sources: Moonshot has a computing power agreement with Alibaba for the use of ~20K Nvidia chips; some say the deal is for H200 chips, which Alibaba denies (www.bloomberg.com)
11 days ago Alibaba Nvidia

Google, Amazon, Microsoft, and Meta spent a combined $1.1T in capex from the start of the AI boom in 2023 through June 2026 and plan to spend $745B this year (www.ft.com)
11 days ago Google Amazon Microsoft AI

Sources: SoftBank gave $50M to Trump's library; Apple, Microsoft, and Amazon gave $25M, $10M, and $5M to his WH ballroom; Meta gave $10M to a pro-Trump group (www.wsj.com)
11 days ago Trump Amazon Microsoft Apple

Amazon reports Q2 ad revenue up 26% YoY to $19.81B, vs. $19.43B est., and subscription services revenue up 12% YoY to $13.73B (www.cnbc.com)
12 days ago Amazon

Amazon reports Q2 AWS revenue up 37% YoY to $42.2B, above estimates of a 31.21% increase, and AWS operating income up 64% to $16.6B; AMZN jumps 8%+ after hours (www.reuters.com)
12 days ago Amazon

Amazon reports Q2 revenue up 20% YoY to $200.6B, net income up 245% to $62.6B, operating income up 43% to $27.5B, and a $25B+ annual revenue run rate for chips (www.businesswire.com)
12 days ago Amazon

Amazon's Zoox Wins First US Approval For Paid Robotaxis Without Human Controls (tech.slashdot.org)
12 days ago Amazon

Amazon researchers link the compromises of four npm packages, including axios, over the past 18 months to the North Korea-linked group tracked as Sapphire Sleet (www.theregister.com)
12 days ago Korea Amazon

Amazon links Debug, Chalk NPM supply-chain attacks to North Korean hackers (www.bleepingcomputer.com)
12 days ago Korea Amazon

Amazon's Zoox receives the NHTSA's first US approval for paid deployment of its steering wheel-free robotaxi and can deploy up to 2,500 per year through 2028 (www.reuters.com)
12 days ago Amazon

Sources: Amazon staff find cases of “catastrophically expensive” AI costs due to a lack of controls, like $1.8M on Claude to match author details with listings (www.ft.com)
12 days ago Amazon AI

CXMT's IPO prospectus showed Alibaba had a ~5% stake, which is now worth $20B+, a nearly 20x return, based on CXMT's ~$464B closing market cap on July 28 (www.scmp.com)
14 days ago IPO Alibaba

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