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The story points to meaningful potential cost savings and margin improvement if enforced, which could lift EBITDA and ROIC, though execution risk remains from worker pushback and real-time constraints.
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Amazon is piloting AI-based staffing tools to optimize where warehouse workers are deployed, with plans to expand across dozens of North American centers. The company aims to tighten enforcement by 2026 and projects savings in the hundreds of millions annually, though managers have pushed back, underscoring gaps between algorithm guidance and real-time conditions.
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