#amazon

Walmart-backed Flipkart expands quick-commerce push as Amazon ramps up in India

Flipkart mở rộng dịch vụ giao hàng siêu tốc Minutes lên 1.000 trung tâm micro-fulfillment chỉ sau hai năm, dự kiến đạt 1.500 vào cuối 2026, với doanh số tăng 400% mỗi năm, mở rộng từ thực phẩm sang điện tử, mỹ phẩm. Amazon cũng đẩy mạnh Amazon Now tại 15+ thành phố với 500 trung tâm, nhắm tới 100 thành phố. Cả hai ghi nhận tăng trưởng mạnh ở các thành phố nhỏ, khi Flipkart phủ sóng 130+ thành phố và 70% thành viên Prime mới của Amazon đến từ thị trường nhỏ. Ấn Độ hiện có hơn 5.500 dark store, dự báo tăng lên 7.500 vào 2030.

Những chiến lược mở rộng nhanh chóng của Flipkart và Amazon về dịch vụ giao hàng nhanh ở Ấn Độ sẽ giúp lập trình viên hiểu rõ về mô hình kinh doanh dark store và cách tối ưu hóa hệ thống giao hàng tự động, từ đó có thể ứng dụng vào các dự án công nghệ tương tự trong tương lai.

Amazon ups India bet with fresh $13B AI infrastructure investment

Amazon announced a $13 billion investment to expand AWS data center capacity in India through 2030, bringing its total India investment commitments to $48 billion. The announcement followed a meeting between CEO Andy Jassy and Prime Minister Modi. This is Amazon's third major India commitment in three years. The move is part of a broader wave of global tech investment in India's AI infrastructure, with Microsoft pledging $17.5 billion and Google $15 billion. Amazon is also expanding its retail and quick-commerce operations in India, planning 20+ fulfillment centers and extending its Amazon Now service to 300+ cities.

Amazon to invest an extra $13bn in Indian cloud and AI by 2030

Amazon announced an additional $13bn investment in India by 2030, bringing its total commitment to $48bn for 2026–2030. The new funds will expand AWS data centre capacity in Mumbai and Hyderabad, providing access to custom AI chips, managed AI services, and developer tools. CEO Andy Jassy made the announcement in New Delhi during a meeting with Prime Minister Modi. The shift marks a strategic pivot from Amazon's earlier India focus on retail toward cloud and AI infrastructure, mirroring similar large-scale commitments from Microsoft and Google Cloud in the country. Amazon also cited broader economic targets including support for 3.8 million jobs and AI education for four million students.

House votes on AI data centre energy costs bill

The US House Energy and Commerce Committee's energy subcommittee is voting on a package of bills aimed at making Big Tech companies pay for AI data centre energy costs rather than passing them on to ordinary households. The headline measure, the bipartisan Ratepayer Protection Act (H.R. 9340), would amend a 1978 utility law to require large power users drawing 100MW or more to cover the full incremental cost of grid upgrades built to serve them. A second bill would direct federal regulators to convene stakeholders to protect residents from rising bills. The urgency is driven by electricity bills near major data centre hubs rising up to 267% over five years, with data centres now consuming 4-5% of all US electricity. Federal energy regulators have also separately ordered grid operators to prevent cost-shifting onto consumers. The bills still face a long legislative road through the full House and Senate.

Walmart Vibe.co deal: a $1.4bn bet on ads

Walmart is acquiring Vibe.co, a self-serve connected-TV advertising platform, for a reported $1.4bn — more than three times the startup's $410m valuation from just nine months prior. The deal values Vibe.co at roughly 12.6x revenue, a stark premium compared to listed rival MNTN's ~1x multiple. Vibe.co serves 10,000+ small and mid-sized advertisers with self-serve CTV ad buying and measurement. The acquisition slots into Walmart's broader retail media push via Walmart Connect, complementing earlier moves like buying Vizio and partnering with Magnite, Yahoo DSP, and Google DV360. The strategic goal is to close the gap with Amazon's highly profitable advertising business by giving smaller advertisers easy access to Walmart's closed-loop measurement capabilities. The deal also highlights a recurring pattern of European ad-tech talent ultimately scaling inside US giants rather than independently.