电子商务

Anthropic expects to pay Amazon, Google, and Microsoft $80B+ total to run its models on their servers through 2029, plus an additional $100B for training costs (www.theinformation.com)
2026-2-18 Google Amazon Microsoft

Amazon shares close up 1.2%, snapping a nine-day slide that wiped out $450B+ in market valuation over concerns about Amazon's plan to spend $200B in 2026 capex (www.cnbc.com)
2026-2-18 Amazon

Alibaba debuts Qwen 3.5, adding “visual agentic capabilities” to independently execute tasks, and says it is 60% cheaper to use and 8x better at large workloads (www.reuters.com)
2026-2-16 Alibaba

Amazon stock fell for the ninth straight day on Friday, its longest losing streak since 2006, opening at $244.98 on Feb. 3 and closing at $198.79 on Feb. 13 (sherwood.news)
2026-2-15 Amazon

India partners with Alibaba.com to help Indian startups and small businesses reach overseas buyers, highlighting its selective engagement with Chinese platforms (techcrunch.com)
2026-2-14 China India Alibaba Startup

The US DoD published and then deleted a document adding Alibaba, Baidu, and BYD to a list of companies with alleged connections to the Chinese military (t.co)
2026-2-14 China Alibaba

Amazon's Ring cancels its partnership with Flock that would have let law enforcement agencies request footage from Ring doorbell users, following backlash (www.theverge.com)
2026-2-13 Amazon

Amazon Engineers Want Claude Code, but the Company Keeps Pushing Its Own Tool (developers.slashdot.org)
2026-2-13 Amazon

Nvidia launches a native GeForce Now app on select Amazon Fire TV sticks, offering up to 1080p and 60 fps gaming; Fire TV users previously had to sideload it (www.engadget.com)
2026-2-13 Amazon Nvidia

Alibaba says Qwen generated 120M+ in orders from Chinese users over the past six days, ahead of the Lunar New Year; Alibaba is giving a ~$3.60 shopping voucher (www.theinformation.com)
2026-2-12 China Alibaba

Internal messages: Amazon pushes in-house AI coding assistant Kiro for production code, prompting criticism and causing ~1,500 staff to push for Claude Code (www.businessinsider.com)
2026-2-12 Amazon AI

Amazon Pharmacy plans to bring same-day prescription delivery to almost 4,500 US cities and towns by the end of 2026, adding nearly new 2,000 communities (techcrunch.com)
2026-2-12 Amazon

Sources: Amazon, Google, and others plan to skirt Trump's $100K H-1B fee by finding workers in categories that don't include the fee, like existing H-1B holders (www.wsj.com)
2026-2-11 Trump Google Amazon H1B

The FCC approves Amazon's request to launch a second-generation satellite constellation for its Leo system by deploying an additional 4,504 satellites (www.pcmag.com)
2026-2-11 Amazon

Alibaba's DAMO Academy releases RynnBrain, an open-source foundation model to help robots perform real-world tasks like navigating rooms, trained on Qwen3-VL (www.bloomberg.com)
2026-2-10 Alibaba Robot

Chinese AI companies like Alibaba and Tencent are releasing new models and spending millions on “red envelope” freebies to woo users ahead of the Lunar New Year (asia.nikkei.com)
2026-2-10 China Alibaba AI Tencent

Despite 4 Years of Mass-Layoffs at Alphabet & Amazon, Headcount Rose in 2025, Nearly Flat with Peak, as Hiring Continued (wolfstreet.com)
2026-2-10 Amazon Layoffs Alphabet

Alibaba's Qwen temporarily stops issuing coupons due to customer overload, hampering Alibaba's Agentic AI ad campaign; Qwen began offering coupons on February 6 (www.reuters.com)
2026-2-10 Alibaba AI

A look at the 2026 Super Bowl ads from Anthropic, Amazon, OpenAI, and others, as AI continued to take center stage in ad creations and AI product promotion (techcrunch.com)
2026-2-9 Amazon AI

Amazon Delivery Drone Crashes into Texas Apartment Building (tech.slashdot.org)
2026-2-9 Amazon Drone Texas

This year's projected capex ramp-up will all but wipe out free cash flow for Amazon, Google, and Meta, potentially forcing stock buyback cuts or more borrowing (www.theinformation.com)
2026-2-8 Google Amazon

Amazon's Tax Bill Plunges 87% After Tax Cuts (slashdot.org)
2026-2-7 Amazon Tax

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

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