Amazon(US:AMZN) 雷峰网·2025-12-05 00:44Core Viewpoint - Amazon Web Services (AWS) is undergoing a significant organizational restructuring in its Greater China region, involving a reshuffle of industry lines and high-level executives in preparation for 2026 [2][5]. Group 1: Organizational Changes - The restructuring involves key executives such as Tian Feng, Shen Tao, Li Jian, and Chris So, with their responsibilities for various industry lines being reassigned [2][3]. - Shen Tao will now oversee retail, finance, and healthcare; Li Jian will manage advertising, gaming, and the newly established Big Pursuit line; and Tian Feng will be responsible for manufacturing and automotive sectors [3]. Group 2: Strategic Considerations - The restructuring aims to prevent personnel instability by ensuring that employees remain in their respective industry lines despite changes in leadership, a strategy referred to as "兵不随将走" (soldiers do not follow generals) [5]. - The adjustments are also intended to mitigate the frequent changes that have occurred in AWS Greater China in recent years, thereby providing stable service to clients [5]. - There is speculation that the restructuring may lead to voluntary departures among staff, effectively reducing costs without formal layoffs [5]. Group 3: Layoff Rumors - There are rumors of impending layoffs, with reports indicating that decisions will not be made by department heads but rather through AI tools to determine who will be laid off [6]. - The focus of the layoffs is on cost reduction, with departments expected to achieve a 20% reduction in costs [6]. - The layoffs are anticipated to be implemented between late January and February 2026 [7].