Walmart and Amazon Expand AI Investments to Boost Efficiency

Core Insights - Walmart and Amazon are significantly increasing their investments in AI to enhance efficiency, customer experiences, and business growth [1] Walmart Highlights - Walmart is expanding AI-powered coding assistance tools, which saved approximately four million developer hours in 2025 by improving code delivery and reducing bugs [2] - The company is focusing on generative AI to enhance both customer and associate experiences, with plans to roll out AI tools to all developers in North America and India this year [3] - Walmart is also enhancing data hygiene through AI to improve search and discovery capabilities while making strategic investments in its tech infrastructure [3] - Amid a bird flu outbreak, Walmart is limiting egg purchases to ensure availability, restricting buyers to two 60-count cartons per transaction [7] - Walmart has partnered with Helios AI to enhance supply chain resilience, utilizing AI for climate risk and price forecasting to strengthen its agricultural supply chain [7] Amazon Highlights - Amazon plans to invest over $100 billion in capital expenditures in 2025, primarily to enhance AI capabilities in its AWS cloud division, marking an increase from$78 billion spent in 2024 [4] - CEO Andy Jassy believes that declining AI costs will increase demand for AI services, particularly benefiting AWS, similar to the early days of the internet and cloud computing [5] - Amazon's retail CEO emphasizes the importance of balancing efficiency with innovation, despite ongoing cost reductions and significant capital expenditures planned for 2025 [7] - Amazon will shut down its Android app store and Coins program, offering refunds for remaining coins, while maintaining functionality on its own devices [7]