Amazon impressed investors with the highest growth in its Amazon Web Services (AWS) division in nearly four years, but in an earnings report on Wednesday, CEO Andy Jassy also provided a glimpse of how far the company believes its robotics ambitions can still be achieved—and how far it wants to push it.
Even after deploying more than 1 million robots to help with storage, picking, sorting and intra-facility transportation, Amazon sees a “meaningful opportunity” to further increase productivity across its global fulfillment network, while “continuing to raise the bar” in delivery, according to Jassy.
“We will continue to optimize inventory placement to shorten travel distances, reduce touches per package, and increase consolidation levels,” emphasized Jassy. “Our next-generation technology offers a step change in efficiency, which we are implementing in both new and existing facilities. All of our large format fulfillment centers in the US launching by 2026 will have this next-generation technology. We are seeing positive early results with improved site safety, higher productivity and lower service costs.”
The tech giant will open several massive robotics fulfillment centers in 2026, including a 3.1 million square foot facility in Niagara, NY and a 3.2 million square foot location in Wilmington, NC. Another location, a 3.2 million-square-foot fulfillment center in Waterbury, Conn., is expected to be operational early next year.
These automation-first warehouses follow in the footsteps of Amazon’s first robotics fulfillment center in Shreveport, LA, which opened in late 2024. According to leaked internal documents reported by the New York Times last October, Amazon has a goal of automating 75 percent of its fulfillment operations, and plans to replicate Shreveport’s design at about 40 facilities by the end of 2027.
Location is key in the company’s efforts to offer as many products as possible, while reducing delivery time and costs.
According to Amazon, the next-generation facility reduces fulfillment processing times by up to 25 percent, and the logistics center also aims to cut costs by 25 percent during peak shipping seasons.
To get closer to its goal, Amazon has flooded its warehouses with robotics technology in recent years, including robotic arms such as Sparrow, Robin and Cardinal, Proteus autonomous cart drives, and Sequoia inventory sorting systems to support employees in the fulfillment process.
Last year, the company launched a foundational AI model, DeepFleet, that coordinates the movements of all robots in Amazon’s fulfillment network to optimize their navigation through facilities and process customer orders more quickly.
Amazon’s foray into robotics isn’t limited to its own launches, as the company recently acquired two robotics companies last month: humanoid robot manufacturer Fauna Robotics and robot doorstep delivery provider Rivr.
Jassy’s comments on robotics during the call were limited, but followed up on the annual shareholder letter in which the CEO indicated that Amazon was still in the early stages of implementing its robotics strategy.
“While we continue to strive to increase productivity and inventory levels, robotics provides an incremental change in how we make deliveries faster, reduces the costs of doing more selections, and automates movements that cause strain and injury to our teammates,” Jassy said in a shareholder letter published on April 9.
With its emphasis on a wider product selection, it’s perhaps no coincidence that Jassy highlighted a 15 percent annual spike in overall units sold. This marks the highest growth in the company’s online and brick-and-mortar store segments since the second quarter of 2021. Since the third quarter of 2022, this metric has jumped between 8 percent and 12 percent.
This unit growth outpaced Amazon’s fulfillment costs, which grew 9 percent year over year, as well as outbound shipping costs, which rose 12 percent.
According to Jassy, more than 1 billion items have been delivered same-day or overnight in 2026 so far. Amazon now offers one- and three-hour delivery options for more than 90,000 items. One-hour delivery is available in hundreds of cities and towns, while three-hour delivery is expanding to more than 2,000 cities.
As Amazon’s fulfillment network expands, the online marketplace continues to post record sales and profits.
In the first quarter, Amazon’s net sales increased 17 percent to $181.5 billion, compared with $155.7 billion in the first quarter of 2025. Excluding the $2.9 billion favorable impact of changes in foreign exchange rates during the quarter, net sales increased 15 percent.
Net income increased to $30.3 billion in the first quarter, or $2.78 per diluted share, compared with $17.1 billion, or $1.59 per diluted share, in the year-ago period.
Second-quarter net sales are expected to grow annually between 16 percent and 19 percent, which would result in revenue of $194 billion to $199 billion.
Operating income is expected to be between $20 billion and $24 billion, compared with $19.2 billion in the second quarter of 2025.
Amazon’s biggest profit driver, its AWS cloud computing division, saw revenue increase 28 percent to $37.6 billion. This is the unit’s highest acceleration in 15 quarters.
Amazon shares jumped nearly 5 percent in after-hours trading on Wednesday, but gave back those gains early Thursday.
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