While on the surface, Amazon is still a great partner for FedEx, UPS and others, the article suggests Amazon could eventually flip a switch and turn the shipping infrastructure into a business, the same way it turned the scalable network infrastructure it built for Amazon.com into Amazon Web Services, an on-demand computing platform that now makes up a large and growing chunk of Amazon’s overall business.
Source: After boosting FedEx, is Amazon about to pull an AWS in shipping? | TechCrunch