Amazon (AMZN) Stock Rises as AI Robots Get a Major Upgrade

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TLDR

  • Amazon unveiled an upgraded AI-powered warehouse robot called Proteus that responds to verbal commands and navigates autonomously
  • The new Proteus model will deploy in European warehouses in the first half of 2027
  • Amazon is investing €10 billion ($11.6 billion) in its European fulfilment network
  • STARK tote-handling system will expand to 15 European sites by 2027; Vulcan is Amazon’s first touch-sensing robot
  • AMZN is up 0.85% on the day; 46 Wall Street analysts rate it a Strong Buy with an average price target of $319.14

Amazon showed off a new generation of its Proteus warehouse robot at its “Delivering the Future” event in Dartford, England on Thursday. AMZN stock was up 0.85% on the day.

The upgraded robot is a step up from the current model, which only works in dock areas at 25 U.S. sites, moving carts up to 400 kg. The new version can move freely across entire warehouse floors.


AMZN Stock Card
Amazon.com, Inc., AMZN

The big change is how workers interact with it. Instead of programming each move, employees can simply tell the robot what needs doing — and it handles the rest.

“You tell it what needs to be done. It figures out the priority, the route, the timing,” said Scott Dresser, VP of Amazon Robotics.

This is part of Amazon’s broader €10 billion investment in its European fulfilment network, one of the largest infrastructure commitments the company has made on the continent.

New Robots on the Floor

Alongside Proteus, Amazon introduced two other systems. STARK is a tote-handling robot first piloted in Barcelona, set to roll out to 15 European sites by 2027. Vulcan is Amazon’s first robot with a sense of touch — designed to handle items that require more careful picking.


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The new Proteus model is scheduled to arrive in Europe in the first half of 2027.

Amazon also announced plans to open more than 25 sub-same-day delivery sites across Europe this year, covering Britain and Germany. Amazon Now, its ultra-fast essentials service, will expand to Manchester and Birmingham.

Same-day fresh grocery delivery is now live in more than 2,300 U.S. cities and parts of Tokyo, with further rollout planned for Japan, Britain, and other markets.

Alexa+ and Capital Spending

Alexa+, Amazon’s next-generation AI assistant, will launch in 10 additional countries in 2027.

On the spending side, Amazon projected earlier this year that capital expenditure would rise more than 50% to $200 billion in 2025. That figure covers AI infrastructure, warehouse automation, and delivery network expansion.

The Dartford event was a showcase of how those dollars are being deployed on the ground.

Forty-six Wall Street analysts currently rate AMZN a Strong Buy, based on 45 Buy and three Hold recommendations over the last three months.

The average 12-month price target sits at $319.14, implying around 26% upside from current levels.


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