- Amazon doubled its capital spending to $32B in Q2 to boost logistics infrastructure, expand data centers, and deploy automation across warehouses.
- The company now operates more than 1M robots globally, supported by a new generative AI model, “DeepFleet,” designed to optimize warehouse traffic and reduce delivery times.
- Amazon plans to bring same-day delivery services to 4K additional smaller US communities by the end of 2025.
More Robots, More Speed
Amazon is accelerating automation in its supply chain, as reported by CoStar. It has reached a major milestone with over 1M robots deployed in fulfillment centers globally. The move is part of a broader $32B capital investment made in the second quarter, nearly double the amount from the prior year.
AI + Logistics = Scale
Much of that spending is going into AI-driven infrastructure. Amazon plans to invest as much as $100B this year in chips, data centers, and power to support AI initiatives, especially for Amazon Web Services. One of the newest tools: DeepFleet, a generative AI model designed to coordinate warehouse robots like a traffic system, improving internal “travel time” by 10%.
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Smarter, Faster Fulfillment
According to executives, strategic inventory placement and robotics have already delivered measurable productivity gains. Amazon is cutting costs and speeding up deliveries by consolidating items into fewer packages and storing them closer to customers. This strategy is especially important as the company expands same-day delivery to thousands more rural and suburban locations.
Why It Matters
The shift toward AI and automation is enabling Amazon to operate faster and leaner, even as it scales. The enhancements drove record Prime Day sales and new Prime memberships in July. This shows that faster delivery remains a powerful draw for customers.
What’s Next
With same-day delivery expansion and warehouse AI on the rise, Amazon is making a strategic bet on speed, scale, and smart automation. The company believes these advantages will continue to set it apart from competitors in both retail and logistics. Expect its robotics footprint—and capital spending—to keep growing.
