Amazon Business customers in more than 2,300 U.S. cities and towns can now add thousands of fresh grocery items—including dairy, produce, baked goods and frozen foods—to their orders with same-day delivery. The service leverages a temperature-controlled fulfillment network with six-point quality checks and offers free delivery for Business Prime orders over $25, or a $2.99 fee otherwise.

CEO Andy Jassy emphasized that Amazon’s $200 billion capital expenditure plan, largely focused on AI infrastructure, mirrors the AWS buildout that later delivered significant margins and cash flow. He noted AI operations already run at an annualized $15 billion revenue rate and argued that early spending precedes monetization as physical assets are built.

The new Amazon Supply Chain Services platform opens the company’s freight network—including trailers, intermodal containers and air cargo—to external shippers of all sizes. The launch prompted sharp declines in transport stocks, though analysts view it as an optimization of existing capacity rather than a direct challenge to high-service logistics providers.

Investors and analysts are questioning whether Amazon’s hundreds-of-billions-dollar AI investment will yield sufficient returns, given the gap between upfront capital outlays and monetization timelines. Critics point to free cash flow declines—down to $1.2 billion trailing 12 months from $25.9 billion—as evidence that returns may lag expectations.