The move signals a push to turn fixed assets into higher‑margin services.

• Amazon launched Amazon Supply Chain Services to let companies move freight, store inventory in its warehouses, and ship parcels using its nationwide delivery network.
• Early customers include Procter & Gamble, 3M, and American Eagle Outfitters, and the offering draws on more than 80,000 trailers, 24,000 intermodal containers, and over 100 aircraft.
• By selling logistics-as-a-service, Amazon is taking on FedEx and UPS in a third‑party logistics market estimated at about $1.3 trillion.
• AWS remains the profit engine, generating $14.2 billion in Q1 operating profit out of Amazon’s $23.9 billion total as AI demand builds with Meta adopting Graviton chips and Anthropic pledging over $100 billion to AWS over the next decade.
• Investors have cheered the services push, with Amazon shares rebounding sharply in 2026 after an early‑year dip.