What is Amazon?

Amazon is a major technology company and hyperscaler, with significant capital commitments in AI infrastructure and a stated plan to double its retail business by 2032 using robotics without incremental hiring.

• Apr 2025 - Bill Gurley listed Amazon among companies that “broke issue.”
• Oct 2025 - Brad Gerstner predicted hyperscalers including Amazon would be “back involved in the stable business.”
• Apr 2026 - A guest expert said big tech companies including Amazon are on track to spend $720 billion on AI infrastructure in 2026 alone.
• May 2026 - Krishna Rao said Amazon made an “over hundred billion dollar commitment” and inked a deal worth $50 billion more in future commitments.
• May 2026 - Scott Galloway said Amazon plans to double its retail business by 2032 without incremental hires, using robotics.
• Jun 2026 - Nathaniel Whittemore said sources indicated Amazon is looking into potential cost savings from switching to OpenAI or its own in-house Nova models.
• Jul 2026 - Andrew Curran said many less capable models including Claude Opus 4.8, GPT 5.5, and Kimmy K2.7 could identify the same vulnerabilities as Fable 5 did in the report, and that Amazon trained a new classifier targeting the behavior described in the report with a claimed 99% success rate.