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earnings

2

Pieces

OCT 31, 2026

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Tagged earnings clear ×

Shopping agents work inside the store. Amazon and DoorDash say outside agents barely register

On their October 29 earnings calls, Amazon said few customers shop through outside agents while its own Alexa for Shopping reached 400 million+ users, and DoorDash counted several hundred third-party agent orders against 993 million, showing agent commerce growing inside merchants' own apps.

The four hyperscalers spent about $207 billion in a quarter, and supply set the limit

Microsoft, Alphabet, Meta and Amazon reported roughly $207 billion of third-quarter capital spending between October 21 and 29, and the binding constraint they described was supply, from delayed third-party capacity to chips, not any reluctance to spend.