What Did Amazon Do This Week? [FREE ISSUE]
Dr Jassy will see you now...
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Abridged version due to travel.
Amazon joined Nvidia and other tech leaders in what is emerging as a high-stakes race to dominate next-generation medical infrastructure this week. Why Amazon is ”going all in on healthcare” is summarised well here, and shows them expanding from wearables and pharmacy into the clinical and systems-level layers of healthcare. A good diversification strategy that spreads risk, and plays to other core strengths as retail growth matures and AWS saturates. Subscribers will know there’s more going on here too.
In parallel, AWS is fuelling its global expansion through high-profile partnerships, including a new AI cloud deal with Saudi-backed startup Humain. On the consumer side, Amazon is also transforming how media is produced and delivered: its audiobook arm Audible is now developing AI-narrated titles, potentially disrupting voice talent markets in the process.
And in logistics, Amazon struck a deal with FedEx to fill gaps left by UPS, while also reengineering warehouse operations with more robotics and updated pay structures to incentivise top-performing employees.
Meanwhile, its ambitions in mobility and entertainment continue. Zoox is reportedly building a concierge-style robotaxi app, and Prime Video now reaches 130 million US viewers. Yet all of that may be undercut by mounting regulatory scrutiny in Europe: the EU ruled Amazon’s ad tracking practices illegal, threatening a key profit engine.
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