Amazon opens logistics network to rivals as AI agents transform delivery competition

Amazon has transformed its logistics network from an internal operation into a carrier-for-hire service available to all businesses, allowing competitors to access its freight, warehousing, and delivery infrastructure.

Concurrently, AI shopping agents used by over 400 million customers are making fast and reliable delivery easier to compare and harder to ignore, which intensifies competitive pressure on logistics networks and favors providers with established capacity and reliability.

This structural shift redistributes logistics advantage across the market while creating new operational complexity for supply chain managers evaluating delivery options.