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AWS
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AWS

Amazon's cloud division; world's largest cloud provider now powering WBD's agentic ad stack via Bedrock AgentCore.

On 18 June 2026, Warner Bros. Discovery chose AWS Bedrock AgentCore to rebuild its US advertising operation, placing Amazon’s cloud division inside media planning, pricing and campaign measurement.

Last refreshed: 22 September 2026 · Appears in 6 active topics

Key Question

Can Amazon's €33.7B EU investment survive the Aragón lawsuit and DMA cloud probe simultaneously?

Timeline for AWS

#7 18 Jun
#6 28 May

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Background

AWS is Amazon's cloud division, launched in 2006, and a global provider of computing, storage and platform services. Its significance rests on the scale at which organisations build applications, hold data and run operations on rented infrastructure rather than their own data centres.

US ownership remains a durable concern for European and British customers. On 15 April 2026, an Open Rights Group report cited the US CLOUD Act as a route through which US authorities can compel disclosure of UK data held by US companies.

European cloud sovereignty gives that legal question commercial weight. A 1 February 2026 analysis estimated that AWS, Microsoft and Google together held about 70% of the European cloud market, while EU-native providers held about 15%.

Key Issues
Advertising technology

AWS enters advertising operations

On 18 June 2026, Warner Bros. Discovery said it was rebuilding its entire US advertising operation on AWS Bedrock AgentCore. The deployment made AWS the platform for media planning, demand forecasting, campaign optimisation and measurement. WBD said unified planning would arrive in Q3 2026, with order management and pricing to follow in Q4.

For AWS, the 18 June arrangement extended its role beyond rented computing capacity into the operating layer of a major broadcaster's advertising business. The deployment also put AWS inside a customer whose Max streaming service competes with Amazon Prime Video for US viewers.

Cloud sovereignty

AWS faces EU cloud scrutiny

On 1 October 2025, the European Commission opened Digital Markets Act cloud probes into AWS and Azure. The inquiry put cloud interoperability and portability under formal scrutiny for AWS, whose customers can face high switching costs once systems and data are embedded in its services.

On 7 May 2026, reporting on a draft CAIDA measure said US cloud providers would be barred from holding specified EU public-sector financial, judicial and health data. The reported restriction left private enterprise demand untouched, but it made AWS's US legal jurisdiction central to public-sector procurement choices.

Common Questions
How much is Amazon investing in European data centres in 2026?
Amazon announced €33.7 billion of European cloud and AI infrastructure investment in April 2026, spanning Aragón and several other EU regions. The Aragón build alone covers 30 data centre buildings and 10 substations, with construction running 2027-2031.Source: Lowdown
What is the Spain Aragón data centre lawsuit against Amazon?
Ecologistas en Acción filed Spain's first data centre lawsuit at the Tribunal Superior de Justicia de Aragón in January 2026, challenging the regional government's agreement with Amazon covering 30 buildings and 10 electrical substations on water consumption and infrastructure grounds.Source: Lowdown
What is the EU DMA cloud probe and does it affect AWS?
The European Commission opened formal DMA cloud interoperability probes against AWS and Azure in 2025, targeting practices including egress fees and contractual lock-in. A finding against AWS could mandate changes to data portability and switching costs across Europe.Source: Lowdown
Does Amazon publish its data centre electricity consumption?
No. As of April 2026 Amazon publishes no electricity consumption figures for its data centres — a transparency deficit explicitly noted in contrast to Microsoft, which released water consumption data only after a lawsuit.Source: Lowdown
Why is Warner Bros. Discovery rebuilding its ad technology on AWS?
WBD disclosed at Cannes Lions in June 2026 that it is replacing its entire US linear and digital advertising stack with autonomous AI agents on Amazon Bedrock AgentCore, handling media planning, demand forecasting, real-time campaign optimisation, and measurement. Unified media planning is due Q3 2026.Source: Lowdown media-ai-pivot update 7
Why is AWS excluded from EU public sector cloud procurement?
The EU's April 2026 sovereign cloud procurement, worth €180 million, was awarded exclusively to four unnamed European providers. AWS was excluded because it is subject to the US CLOUD Act, which allows US authorities to compel data disclosure from US-owned providers regardless of where data is stored.Source: Lowdown european-tech-sovereignty
What is the Aragón data centre lawsuit against Amazon?
A Coalition led by Ecologistas en Acción filed in January 2026 at the Tribunal Superior de Justicia de Aragón, challenging the regional government's agreement with Amazon to build 30 data centre buildings and 10 electrical substations across four Aragonese locations, on grounds of projected water consumption and infrastructure impact.Source: Lowdown data-centres
What is the EU DMA cloud interoperability probe into AWS?
The European Commission opened a formal Digital Markets Act probe into cloud providers including AWS in 2025, targeting alleged lock-in practices such as egress pricing that make it costly for customers to switch providers. A finding against AWS could force structural changes across European cloud markets.Source: Lowdown european-tech-sovereignty