$AMZN - AMAZON’S SWITCH TO ROBOTS OVER HUMAN WAREHOUSE EMPLOYEES WILL SAVE IT UP TO $4 BILLION A YEAR, MORGAN STANLEY SAYS Morgan Stanley estimates this could generate $2–4B in annual savings by 2027, as robots cut fulfillment costs 20–40% per order. CEO Andy Jassy noted that Amazon’s most advanced robotic warehouse already reduced costs by ~25%, and over 1 million robots are currently improving efficiency and delivery times. The report suggests automation could eliminate 160,000 U.S. jobs, potentially saving ~$10B if next-gen warehouses scale faster. Analysts remain bullish on Amazon, citing AWS growth, retail, and AI-driven robotics efficiencies.