Amazon Retains 80% USPS Deliveries and Attracts Billionaire Investors on AWS AI Growth
Amazon secured a new USPS contract preserving about 80% of its package deliveries, averting a planned cut of up to one-third and easing USPS’s cash strain. Billionaire investors including Ackman and Druckenmiller increased Q4 Amazon holdings, citing AWS’s AI chip segment achieving triple-digit revenue growth despite a 27x forward earnings multiple.
1. New USPS Delivery Agreement
Amazon reached a deal with the U.S. Postal Service that maintains roughly 80% of its package deliveries, significantly better than the two-thirds cut previously threatened. This outcome secures volume for both parties, relieves USPS’s looming cash shortfall risk, and allows Amazon to continue leveraging the Postal Service’s national network.
2. Billionaire Investor Accumulation
In Q4, high-profile investors such as Bill Ackman and Stanley Druckenmiller boosted their Amazon stakes, viewing the stock as undervalued. Their call centers on AWS’s AI chip business, which is posting triple-digit revenue gains, even as the company trades at a 27x forward earnings multiple.