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Amazon is putting another 1.9 billion dollars into its delivery partner program to help raise driver pay to an average of 24 dollars an hour. These partners are independent businesses that own and operate the vans that bring packages to your door.
While this adds to Amazon's costs, it is a necessary move to keep its delivery network running smoothly as competition for drivers stays high. The company also noted that new safety tech has helped cut serious crashes by more than 20 percent, which helps lower the risk of legal trouble and delays.
Source: Business Wire
Amazon blocked Meta's Muse AI assistant from accessing its site to shop for users. The move shows how big tech companies are starting to guard their data more closely as AI agents, software that can perform tasks like shopping or booking travel, become more common. For Amazon, keeping control over the shopping experience is vital for protecting its own advertising business and customer data.
A limit that kept Amazon's self-driving car unit, Zoox, to just 100 vehicles in Nevada is ending. This allows the company to put more of its custom-built robotaxis on the road in Las Vegas, where it is competing with other driverless car services.
While Zoox is still a small part of the business, expanding its fleet is a step toward making self-driving tech a real contributor to the company. It also helps Amazon test how these vehicles could eventually handle deliveries, which would lower the cost of getting packages to customers.
Amazon is planning a major expansion of its delivery network, aiming to grow from 85 same-day hubs to more than 1,000 over the next few years. These hubs are smaller warehouses located close to big cities that allow the company to get orders to customers in just a few hours.
This move is about staying ahead of rivals like Walmart that are using their physical stores to speed up shipping. By putting inventory closer to where people live, Amazon can deliver faster while also spending less on the long-distance trucking and flights that usually make quick shipping expensive.
Amazon launched its upgraded Alexa+ assistant in India, adding support for Hindi and the ability to remember context across longer chats. This is part of a broader push to turn the voice assistant into a more capable AI tool rather than just a way to set timers or play music.
Management consistently sets a bar that the business then sprints past, showing they have a better handle on the massive growth in their cloud and AI arms than even their own forecasts suggest.
| Expectation | |
|---|---|
| EPS | $1.96 |
| Revenue | $202.12B |