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Amazon Sets Stage for AI-Powered Delivery Revolution with Humanoid Robots and $10 Billion Data Center Expansion

Market BriefMonday, Jun 9, 2025 4:09 am ET
1min read

Amazon (AMZN) has seen a recent uptick with its stock rising by 2.72% last week, marking a three-day consecutive gain of 3.82%. Over the past week, the company's shares have climbed by 4.18%, although they still reflect a decline of 2.65% year-to-date. Currently, Amazon's market capitalization stands at $2.267 trillion.

Sources indicate that Amazon is in the process of developing artificial intelligence (AI) software to power humanoid robots designed for package delivery. The e-commerce giant is building a "humanoid robotics test field" at a San Francisco office, serving as an indoor obstacle course to evaluate these robots. Amazon intends to test several humanoid models, including one developed by Unitree Robotics.

These robots are planned to work alongside Amazon's partner Rivian's electric delivery vehicles, executing delivery tasks once reaching their locations. It's worth noting that Amazon already employs over 750,000 robots within its logistics network, predominantly confined to its logistics centers for specific tasks.

This development coincides with the establishment of a new "agentic AI team" at Amazon’s Lab126 research center in Sunnyvale. The team is focused on creating advanced robotic systems that can operate within logistics hubs, adopting natural language processing capabilities to transform warehouse robots into versatile assistants.

In another strategic move, Amazon announced a $10 billion investment to expand its data center cluster in North Carolina. This significant investment highlights Amazon's commitment to advancing cloud and AI technologies and is expected to generate hundreds of high-skilled jobs, driving substantial economic growth in the region.

Amazon is collaborating with state educational institutions to enhance training and practical learning opportunities within the data center industry. This underscores the company's strategy to foster talent and technological advancement.

AWS, Amazon's cloud computing division, continues to expand globally, securing NVIDIA's latest AI chip supplies to enhance its infrastructure. AWS chief executive Matt Garman noted that AWS has already established new facilities in various countries, including a data center cluster in Mexico.

Amazon's AI-driven infrastructure is projected to generate substantial revenue throughout the year, reflecting customer demand for its on-demand AI services. AWS remains a leading provider in computing capacity and data storage rental services, maintaining its competitive edge over Microsoft's Azure and Google Cloud.

Recent AWS earnings showed a 17% increase in first-quarter revenue to $29.27 billion, underscoring the division's growth momentum. Amazon is ramping up its AI computing capacity, partnering with NVIDIA to extend the availability of top-tier chips for its customers.

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