For decades, Amazon has built its business one of the most powerful distribution infrastructures on the planet, one that allows its workers to ship products anywhere in the world extremely efficiently. Now he is going to make it available to any business that wants to use it.
global network. amazon has announced the launch of Amazon Supply Chain Services (ASCS), a service with which any company, not just its marketplace sellers, will be able to access its global logistics network. Transport by sea, air, road and rail; warehouses; distribution centers; and last mile delivery: all under one umbrella and available for companies in all types of sectors, whether healthcare, automotive, manufacturing or retail, among others.
Why does it matter? Amazon has a fleet of more than one hundred cargo planes, only behind FedEx and UPS, thousands of warehouses and sorting centers around the world, and its own last-mile delivery service. In fact, according to data from ShipMatrix, this parcel service is already the largest in the United States by volume, ahead of UPS, FedEx and the US Postal Service.
What changes now is that all that capacity, previously reserved for its own sellers and internal operations, is formally opened to the market. Likewise, the movement turns Amazon into a gigantic logistics operator, what is known in the sector as 3PL (third-party logistics provider) and places it in direct competition with giants such as DHL, Kuehne + Nagel or DSV. According to data From the consulting firm Armstrong & Associates, it is estimated that this global market moves more than 1.3 trillion dollars.
The parallelism with AWS. In 2006, the company took the technological infrastructure it had built to run its own business and began selling it to third parties. This is how Amazon Web Services was borntoday the largest cloud service provider in the world. Now try to replicate that model with logistics. “Amazon brings the infrastructure, intelligence and scale of its decades-proven supply chain services to businesses around the world, just as Amazon Web Services did with cloud computing,” counted Peter Larsen, vice president of Amazon Supply Chain Services, in the company’s official statement.
Variety of services. According to the company, ASCS offers services divided into four large blocks:
- Transportation of goods (sea, air, land and rail freight).
- Distribution and storage with automated inventory forecasting.
- Preparation and shipping of orders through any sales channel, including rival platforms such as Walmart, Shopify, Shein or TikTok.
- Parcel delivery with deadlines of between two and five days, seven days a week.
A blow to the sector. Following the news, FedEx and UPS shares fell more than 9% each after the announcement, while GXO Logistics plummeted around 13% and DHL lost 7.3%. For these companies it is a direct competitive blow, and according to analysts from the Baird firm, the impact could also extend to air and maritime cargo transport operators.
With this blow on the table, another of the threatened segments is business-to-business (B2B) logistics, a niche with a high profit margin where UPS and FedEx have been focusing all these years.
Between the lines. Beyond the competitive threat, Amazon seeks to monetize an infrastructure that already exists and in which it has been investing for almost thirty years. The company was already according to Armstrong & Associatesthe world’s largest logistics operator by gross revenue in 2025, although its services were sold in a fragmented manner and without a unified proposition for external clients.
“They have warehousing operations, transportation management, and international air and sea freight, but they did not have a coordinated sale like 3PL, although together they are already the largest,” counted Evan Armstrong, CEO of Armstrong & Associates, told the Wall Street Journal.
Customer data. Opening the network to external companies raises a question: what does Amazon do with the information of its logistics clients? The company has already been accused in the past of using data from sellers in its marketplace to compete against them, something it has always denied.
Larsen assures told the WSJ that Amazon explicitly prohibits using ASCS customer data to make decisions in its own marketplace, citing the fact that hundreds of thousands of sellers already use its logistics services for channels outside of Amazon.
Cover image | Garakhan Safarli and Claudio Schwarz
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