AT&T is joining forces with AWS and Amazon Leo to modernize the U.S. connectivity landscape. The telecom giant will move critical workloads to AWS Outposts and use Amazon’s "Leo" satellite network to reach underserved business areas. In return, AT&T will supply high-speed fiber to AWS data centers, bolstering the infrastructure needed for next-gen AI applications. This collaboration aims to create a more resilient, scalable network while expanding digital access across the co

AWS is bringing supply chain intelligence to the Net Zero Summit 2026 in London. On March 5, the cloud giant will host an immersive workshop demonstrating how AI agents and Amazon Quick Suite can help businesses tackle the triple challenge of cost, resilience, and decarbonization. Attendees will work with real datasets to uncover efficiency gains and build business cases for sustainability, showcasing the power of agentic AI in modernizing global supply chains.

Amazon's Q4 earnings revealed a complex picture: robust 24% growth in AWS and a revenue beat of $213.4 billion were overshadowed by a slight earnings miss and a massive spending forecast. CEO Andy Jassy announced a $200 billion capex plan for 2026 to fuel AI expansion, a figure that—along with 16,000 confirmed layoffs—triggered a 10% stock drop. Investors are now weighing the long-term potential of this "Agentic AI" bet against the immediate pressure on margins and cash flow.

Analyst activity around Amazon is heating up ahead of earnings. While Bank of America trimmed its target to $286, Oppenheimer and Goldman Sachs boosted theirs to over $300, signaling continued faith in AWS's AI-driven growth. With a consensus target hovering near $296, Wall Street is betting that Amazon's "Project Dawn" restructuring and heavy infrastructure spending will drive long-term value, despite short-term headwinds from layoffs and store closures.

A leaked AWS organizational chart reveals CEO Matt Garman's new inner circle, featuring 15 direct reports charged with steering the cloud giant's AI-focused future. New additions include CMO Julia White and database chief G2 Krishnamoorthy, while veteran Swami Sivasubramanian leads a new Agentic AI unit. The restructure confirms the departures of executives like Kathrin Renz and signals a consolidated approach to engineering and sales amidst broader company-wide layoffs.

AWS is reshaping its future with a massive bet on "Agentic AI," moving from simple chatbots to autonomous software that performs work. CEO Matt Garman has restructured the company's AI leadership, bringing in top talent to build "Frontier Agents" like Kiro and Amazon Quick Suite. This strategic overhaul aims to deliver digital teammates capable of executing multi-step tasks, positioning AWS to define the next era of enterprise productivity.

AWS has updated its Network Firewall service to support the visibility and enforcement of generative AI traffic. By implementing web category-based filtering, the tool allows organizations to manage access to GenAI applications and other specific web categories. This enhancement aims to simplify regulatory compliance and policy enforcement by enabling users to control which AI services can be accessed within their AWS environments, helping to mitigate potential security risks

AWS has been awarded a $581 million contract to support the U.S. Air Force's Cloud One program. The deal, which runs through December 2028, will see Amazon provide enterprise cloud services and data center operations across the U.S. This sole-source agreement highlights AWS's continued role in defense infrastructure, supporting mission-critical applications and data management for the Air Force.

Amazon has confirmed plans to reduce its global workforce by 16,000 roles. The announcement provides clarification following an internal email sent to AWS employees regarding the notification process. This restructuring, part of an initiative named "Project Dawn," aims to flatten organizational structures and increase efficiency across the company. This move follows a previous reduction of 14,000 positions announced three months ago.

Wells Fargo has hired former AWS executive Faraz Shafiq to lead its AI products and solutions division, signaling a major push into generative and agentic AI. Starting February 9, Shafiq will report to the bank's Head of AI, Saul Van Beurden. With a background at Google and Verizon, he is expected to drive innovation across the enterprise. This appointment comes as Wells Fargo ramps up its AI strategy, having already deployed new tools to thousands of employees.