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亚马逊AI竞争下的收缩与聚焦
2 1 Shi Ji Jing Ji Bao Dao· 2026-01-29 23:12
1月28日,亚马逊正式确认将裁减约1.6万个企业文职岗位,这是该公司继去年10月以来的第二轮大规模 裁员。 亚马逊高级副总裁贝丝·加莱蒂(Beth Galetti)发文称,这是持续"精简管理层级、强化权责归属"的一部 分。受影响的美国员工将获得90天转岗期,若未找到新岗位将获得遣散费及福利。 加上去年10月裁减的1.4万个岗位,亚马逊在三个月内累计裁员达3万人,约占其企业及技术岗位总数的 10%。亚马逊首席执行官安迪·贾西(Andy Jassy)自接替创始人杰夫·贝索斯(Jeff Bezos)上任以来, 一直大力削减成本,并明确表示,在未来几年,随着全公司广泛运用AI提升效率,预计企业整体的员 工规模将会缩减。 消息发布后,亚马逊股价波动微弱,截至收盘跌0.68%,报243美元。 AI成隐形推手 此次裁员消息最初由一则误发的日历邀请意外泄露。 周二,部分亚马逊员工收到主题为"发送黎明计划相关邮件"的日程邀请,落款为亚马逊云科技 (AWS)高级副总裁科琳·奥布里(Colleen Aubrey)。尽管邀请很快被取消,但随附的草稿明确提及了 在美、加等地已完成通知的裁员行动。 这一失误在拥有超3.6万人的内部Sla ...
Amazon, Walmart Fight War on 2 Fronts: Grocery and Healthcare
PYMNTS.com· 2026-01-29 19:20
The contrast shows two scale strategies: Amazon optimizes for efficiency and invisibility while Walmart bets on visibility and service layering.Walmart is expanding what stores do, using its footprint to add healthcare and other high-engagement services.Amazon is retreating from experimental stores but not the grocery category, shutting Amazon Go and Fresh to focus on logistics, delivery speed and capital efficiency, while planning 100 new Whole Foods locations.Amazon and Walmart are battling on two of the ...
Jeff Bezos's Net Worth Jumps $5.7 Billion As Amazon Shares Rise On Plans To Shutter Stores
Yahoo Finance· 2026-01-29 15:31
Amazon.com Inc. (NASDAQ:AMZN) founder Jeff Bezos‘ net worth increased by $5.7 billion to $266 billion on Wednesday, according to the Bloomberg Billionaires Index, after the e-commerce giant’s shares rose on plans to shut physical stores. Until last week, six of the top 10 billionaires lost wealth weeks into 2026, but the Amazon founder gained $300 million. Don't Miss: Bezos stands as the world's third-richest person, just behind Google (NASDAQ:GOOG) (NASDAQ:GOOGL) co-founder Larry Page. The top title is ...
亚马逊官宣裁员1.6万:AI取代白领正在成为现实
Feng Huang Wang· 2026-01-28 22:30
Group 1 - Amazon announced a second round of layoffs, cutting 16,000 employees, which represents about 9% of its total workforce, following a previous layoff of 14,000 employees three months earlier [1][2] - The layoffs are part of a strategy to restructure the organization to adapt to the competitive pace of the AI era, with CEO Andy Jassy aiming to transform Amazon into "the world's largest startup" [1] - The company is reducing management layers, increasing accountability, and eliminating bureaucracy to enhance decision-making speed, although it is emphasized that such large-scale layoffs will not become the "new normal" [1][2] Group 2 - The layoffs are closely linked to Amazon's aggressive investment in artificial intelligence, with Jassy indicating that many existing jobs will be replaced as generative AI and AI agents become more prevalent [2] - Affected employees will receive a 90-day internal transfer buffer period, and if they do not find new positions, they will receive severance pay and related benefits [2] - Alongside the layoffs, Amazon is also scaling back its physical retail operations by closing Amazon Fresh and Amazon Go grocery businesses, focusing instead on the Whole Foods brand to concentrate resources against competitors like Microsoft and Google in the AI computing and large model sectors [2]
Amazon Shifts Grocery Focus To Online And Whole Foods As It Closes All Fresh And Go Stores
Forbes· 2026-01-28 22:01
Core Insights - Amazon is discontinuing its Fresh grocery and Amazon Go convenience store concepts to refocus its grocery strategy on online delivery and Whole Foods [1][2] Group 1: Store Closures - Amazon will close all 57 Amazon Fresh stores and 15 Amazon Go locations due to the failure to provide a "truly distinctive customer experience" [2] - Some of the closed Amazon Fresh locations will be converted into Whole Foods stores [3] Group 2: Strategic Shift - Amazon aims to narrow the gap with Walmart, which holds a 21% market share in groceries, by enhancing online sales and quick delivery, while expanding its Whole Foods Market business [4] - Whole Foods has seen over 40% sales growth since Amazon's acquisition for $13.7 billion in 2017, and Amazon plans to add over 100 more Whole Foods locations in the coming years [4] Group 3: Online Grocery Performance - Amazon served over 150 million grocery customers last year, generating $150 billion in gross grocery and everyday-essentials sales [4] - The company introduced same-day delivery in over 5,000 U.S. cities and plans to expand this service in 2026 [4] Group 4: Technology and Market Position - Amazon Go's "Just Walk Out" technology has been licensed to over 360 third-party locations, despite the Go stores not gaining enough traction for further expansion [5] - Amazon Fresh supermarkets struggled to differentiate themselves from mainstream grocery stores, unlike Whole Foods, which has a clear market identity [6]
Amazon says it is laying off 16,000 employees
TechCrunch· 2026-01-28 14:17
Group 1 - Amazon is cutting 16,000 jobs across the company, following a previous layoff of 14,000 employees in October [1] - The layoffs aim to reduce layers, increase ownership, and remove bureaucracy, as stated by Senior VP Beth Galetti [1] - Galetti indicated that the company is not planning to establish a pattern of large layoffs every few months, despite the possibility of future job cuts [2] Group 2 - As of October, Amazon had 1.57 million employees and had experienced single-digit growth over the past five quarters [3] - The company plans to continue hiring in strategic areas despite the job cuts [3] - CEO Andy Jassy mentioned that due to AI advancements, the company will require fewer employees for certain jobs while needing more for others [4] Group 3 - Amazon is closing its physical Amazon Go and Amazon Fresh Stores to focus on enhancing same-day grocery delivery capacity [5] - The company plans to expand Whole Foods' footprint and open 100 new stores in the coming years [5]
Amazon Just Scrapped 'Fresh' To Bring The Fight Straight To Walmart
Benzinga· 2026-01-28 14:09
Amazon.com Inc (NASDAQ:AMZN) is shutting down the lab and funding the battlefield. After years of experimenting with Amazon Fresh and Amazon Go, CEO Andy Jassy is pulling the plug on the underperformers and redirecting capital toward a 100-store Whole Foods expansion and a new physical "retail supercenter" concept. For investors, this isn't about retail aesthetics—it's about capital discipline and margin strategy.Amazon Fresh was expensive to run, slow to scale, and failed to meaningfully dent Walmart Inc's ...
Jeff Bezos's Net Worth Jumps $5.7 Billion As Amazon Shares Rise On Plans To Shutter Stores - Amazon.com (NASDAQ:AMZN), Costco Wholesale (NASDAQ:COST)
Benzinga· 2026-01-28 09:11
Amazon.com Inc. (NASDAQ:AMZN) founder Jeff Bezos‘ net worth increased by $5.7 billion to $266 billion on Wednesday, according to the Bloomberg Billionaires Index, after the e-commerce giant’s shares rose on plans to shut physical stores. Until last week, six of the top 10 billionaires lost wealth weeks into 2026, but the Amazon founder gained $300 million. Bezos stands as the world's third-richest person, just behind Google (NASDAQ:GOOG) (NASDAQ:GOOGL) co-founder Larry Page. The top title is still retained ...
Amazon to close Fresh and Go stores to focus on delivery, Whole Foods
Yahoo Finance· 2026-01-27 18:30
Amazon (AMZN) stock moved 1.6% higher after the company announced plans to close its Amazon Fresh and Amazon Go stores to focus on delivery services and expanding Whole Foods, which Amazon acquired in 2017. "While we've seen encouraging signals in our Amazon-branded physical grocery stores, we haven't yet created a truly distinctive customer experience with the right economic model needed for large-scale expansion," the company said in the release. According to sources close to the matter, Amazon plans ...
Here's how Amazon is looking to take on Walmart at its own game
MarketWatch· 2026-01-27 18:07
Here's how Amazon is looking to take on Walmart at its own game - MarketWatch# Here's how Amazon is looking to take on Walmart at its own game## Amazon is closing its Amazon Go and Amazon Fresh stores, and is looking into opening a new supercenter retail storePublished: Jan. 27, 2026 at 1:07 p.m. ETShareResize---Listen(3 min)Amazon is looking into opening a supercenter retail location, while closing its Amazon Go and Amazon Fresh physical stores. Photo: Agence France-Presse/Getty ImagesAmazon.com on Tuesday ...