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Amazon Turns Its Logistics Empire into a Rentable Asset

Wall Street Journal US Business •
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Amazon opens its global logistics network to third‑party shippers, launching Amazon Supply Chain Services. The move mirrors how Amazon Web Services turned internal infrastructure into a market‑leading cloud platform. By renting out warehouses, delivery routes, and last‑mile hubs across North America and AWS in revenue and scale.

Amazon’s logistics arm already handles billions of parcels each year, using a mix of proprietary trucks, autonomous sort‑centers, and partnerships with local carriers. The new service targets e‑commerce firms, retailers, and manufacturers seeking cost‑effective distribution without building their own fleets. It positions Amazon as a full‑service logistics provider beyond its marketplace in 2026 market.

Investors eye the venture as a diversification of Amazon’s revenue streams, potentially adding a new $10‑billion‑plus segment. Competitors like UPS, FedEx, and DHL face pressure to innovate or partner. For Amazon, leveraging existing infrastructure reduces capital costs, while third‑party contracts generate predictable fee‑based income for long‑term growth and market share in logistics services arena today.

Amazon Supply Chain Services will launch in select U.S. hubs before rolling nationwide. The company plans to integrate its technology stack, offering real‑time visibility, predictive analytics, and automated routing. By monetizing idle capacity, Amazon can capture value that previously benefited only its own sales, reshaping the logistics ecosystem for businesses and investors alike in 2026.