Amazon's next big logistics bet rips a page from its AWS playbook and rattles rivals

Amazon said it will open its logistics network to outside businesses, creating a new revenue stream modeled after its AWS expansion. Reuters notes the move targets UPS and FedEx, with several rival carriers seeing their shares fall after the announcement. CNBC and the New York Post report stock reactions and named customers, while CNBC’s left-center piece highlights the parallels to cloud growth. Differences appear on specifics: UPS, FedEx stock declines cited by CNBC; the New York Post mentions GXO Logistics and other early customers. Overall, the initiative expands Amazon’s role beyond retail fulfillment to serve non-seller shippers, signaling a broader logistics push.