电子商务

Amazon's annual tax bill fell 87% YoY to $1.2B in 2025, as profits grew 45% to ~$90B, mostly due to GOP's depreciation breaks in the One Big Beautiful Bill (www.politico.com)
2026-2-7 Amazon Tax Republican

Amazon, Google, and Microsoft reported a collective $1.1T backlog of cloud computing revenue in their latest quarterly earnings, including Microsoft's $625B (sherwood.news)
2026-2-7 Google Amazon Microsoft

Alphabet, Amazon, Meta, and Microsoft forecast capital expenditures that reach a combined ~$650B in 2026, a 60% YoY increase driven by data center construction (www.bloomberg.com)
2026-2-6 Amazon Microsoft Alphabet

Amazon reports Q4 ad revenue up 23% YoY to $21.32B, slightly above expectations, and subscription services revenue up 14% to $13.12B (variety.com)
2026-2-6 Amazon 4Q

Amazon reports Q4 AWS revenue up 24% YoY to $35.6B, vs. $34.9B est., AWS operating income up 17% YoY to $12.5B, and boosts capex in 2026 to $200B (www.cnbc.com)
2026-2-6 Amazon 4Q

Amazon.com Announces Fourth Quarter Results (www.businesswire.com)
2026-2-6 Amazon

Amazon Plans To Use AI To Speed Up TV and Film Production (entertainment.slashdot.org)
2026-2-6 Amazon AI

Germany's Federal Cartel Office rules Amazon must stop enforcing price controls for retailers on its German marketplace and seizes €59M; Amazon can appeal (www.bloomberg.com)
2026-2-5 Germany Amazon

Andy Jassy taps Dharmesh Mehta, Amazon VP of worldwide selling partner services, as technical advisor, a “shadow” role often leading to greater responsibilities (www.cnbc.com)
2026-2-5 Amazon

Amazon MGM Studio plans to develop new AI tools via its “AI Studio” to speed TV and film production and cut costs, in collaboration with AWS and LLM providers (www.reuters.com)
2026-2-5 Amazon AI

Sources: Amazon and OpenAI are discussing a deal that could require OpenAI to dedicate researchers and engineers to developing customized models for Amazon (www.theinformation.com)
2026-2-5 Amazon

Amazon rolls out Alexa+ to all Prime members in the US via any Alexa-enabled device, Alexa.com, and the Alexa app, and launches a free tier for non-Prime users (www.theverge.com)
2026-2-5 Amazon

Tencent Cloud, DigitalOcean, and Alibaba Cloud add OpenClaw support, giving users access to the AI agent service; many OpenClaw users run it on a Mac mini (www.theregister.com)
2026-2-4 Alibaba AI Tencent

Walmart Joins $1 Trillion Club (slashdot.org)
2026-2-4 Walmart

Walmart hits a $1T market cap in intraday trading after a stock surge fueled in part by investor enthusiasm for its e-commerce growth and AI investments (www.wsj.com)
2026-2-4 AI Walmart

Alibaba plans to spend ~$431M in a Lunar New Year campaign starting February 6 to attract users to its Qwen AI app, above Tencent's ~$143.7M and Baidu's ~$71.8M (www.reuters.com)
2026-2-2 Alibaba AI Tencent

Walmart Begins Building Out Nationwide EV Charging Network Across America (tech.slashdot.org)
2026-2-2 U.S. Walmart

Sources: Alibaba has delivered more than 100K units of the Zhenwu 810E, an ASIC for AI training and inference, surpassing those of its domestic rival Cambricon (www.scmp.com)
2026-2-1 Alibaba AI

Amazon asks the FCC for a 2-year extension until July 30, 2028, to deploy half of the 3,232 satellites for its Leo internet system, citing a rocket shortage (www.geekwire.com)
2026-2-1 Amazon

Amazon in Talks To Invest Up To $50 Billion in OpenAI (slashdot.org)
2026-1-31 Amazon

Sources: Amazon is in talks to invest up to $50B in OpenAI, which is seeking up to $100B in new capital, a round that could value it at as much as $830B (www.wsj.com)
2026-1-30 Amazon

Sources: ByteDance and Alibaba both plan to release flagship AI models around China's mid-February Lunar New Year holiday, including ByteDance's Doubao 2.0 (www.theinformation.com)
2026-1-30 China Alibaba AI

Amazon reported hundreds of thousands of pieces of potential CSAM in AI training data to NCMEC in 2025; child safety officials say Amazon didn't give the source (www.bloomberg.com)
2026-1-29 Amazon AI

Alibaba's Cainiao logistics unit merges with Chinese robovan company Zelos, creating a business sources say valued at ~$2B with a fleet set to hit 20K+ vehicles (www.wsj.com)
2026-1-29 China Alibaba Logistics

Amazon's $35M marketing campaign for Melania is ~10x the budget for similar documentaries like CNN's RBG; some suggest Amazon is currying favor with Trump (www.nytimes.com)
2026-1-29 Trump Amazon Budget

A look at Amazon's and Walmart's differing approaches to agentic AI shopping; Similarweb: Walmart doubled its share of AI referrals in the US to 32.5% in 2025 (www.ft.com)
2026-1-29 Amazon AI Walmart

Sources: OpenAI is in talks to raise up to $30B from Nvidia, less than $10B from Microsoft, and $10B-$20B from Amazon as part of a $100B funding round (www.theinformation.com)
2026-1-29 Amazon Microsoft Nvidia

Amazon is Ending Its Palm ID System for Retail, Amazon One, as It Closes Physical Stores (yro.slashdot.org)
2026-1-29 Amazon Retail

30,000 More UPS Jobs On the Chopping Block as Amazon Era Ends (slashdot.org)
2026-1-29 Amazon

Amazon plans to discontinue its Amazon One palm recognition system on June 3 and will automatically delete all user data; One remains for healthcare check-ins (www.geekwire.com)
2026-1-28 Amazon

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