AMAZON IS LAYING OFF THE SAME JOBS IT FILED THOUSANDS OF H-1B APPLICATIONS FOR Amazon told Washington regulators on Nov 2 it is cutting 95 corporate jobs across Seattle, Bellevue, Redmond, Sumner, Pasco and remote. The notice lists every title. 52 of the 95 are software engineers, product and program managers, scientists, data engineers, software managers and QA engineers. In those same job families and cities, Amazon got 7,889 H-1B labor condition applications certified between October and June. THIS IS JUST IN WASHINGTON STATE! 12 software engineers are on the cut list. Amazon got 5,172 certified for that title family in those cities. Nationwide Amazon had 19,924 certified over the same nine months.

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Amazon $AMZN and Microsoft $MSFT have secured substantial long-term commitments from Anthropic $ANT, according to its latest SEC filing. Amazon: At least $110B through April 2036 Microsoft: At least $44.9B through June 2033 These are minimum spending commitments regardless of actual usage, and I think this helps explain why hyperscalers are willing to keep investing so aggressively in AI infrastructure despite the pressure on near-term free cash flow.