Amazon’s tax plan could fund a robot takeover, with $15 billion in free cash flow expected annually under the new bill by 2027. The company may invest in warehouse robotics and AI, reshaping retail and logistics operations. Analysts predict Amazon’s Q2 earnings report on Thursday, with potential reinvestment of tax savings in cloud and AI businesses.

Investor expectations for Big Tech are high as companies like Amazon, Google, and Meta are encouraged to invest aggressively in AI and infrastructure. Morgan Stanley estimates Amazon could save $2-10 billion annually by 2027 through next-gen robotics. The company’s potential $7.5 billion yearly investment could build new robotics fulfillment centers or retrofit existing ones.

Analysts believe Amazon will benefit the most from the tax bill, potentially reinvesting in states where the company is expanding its operations. While Apple may return tax windfalls to shareholders, Amazon is likely to reinvest, focusing on cloud and logistics expansions in states like Pennsylvania and North Carolina. Potential tariffs and trade policy changes could affect Amazon’s efficiency and output levels.

In Q1 2025, Amazon posted robust results, with earnings per share up 62% year over year. Analysts forecast Q2 revenue of $162.15 billion. The company is expected to be the biggest beneficiary of the tax bill, ahead of Alphabet and Meta. Amazon’s unique mix of retail infrastructure and cloud services could drive significant reinvestment.

Read more at Yahoo Finance: How Trump’s ‘One Big Beautiful Bill’ may fuel Amazon’s robotic rise