Amazon's next big logistics bet rips a page from its AWS playbook and rattles rivals
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By Paulina Likos
Published on May 4, 2026.
Amazon has launched Amazon Supply Chain Services (ASCS), a move that has boosted investor confidence in its stock and negatively impacted its competitors. The company's new offering expands its third-party logistics reach beyond its marketplace sellers to companies across industries such as healthcare, manufacturing, and retail. Major brands such as Procter & Gamble, 3M, Lands' End, and American Eagle Outfitters have signed up for ASCS. The move aligns with Amazon's cloud business, Amazon Web Services, which has seen significant growth since its launch in 2006. However, some experts warn that the move may be premature due to the ongoing process of building out a transportation network capable of handling close to 100% of their own needs.
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