Cloud Infrastructure
Amazon
Amazon is a global technology and retail company whose e-commerce, logistics, and advertising businesses fund Amazon Web Services, the world's largest cloud infrastructure provider, alongside a growing investment in generative AI through Anthropic. In April 2026 the companies expanded their partnership with a $5 billion equity investment, securing Anthropic up to 5 gigawatts of Trainium capacity as AWS grew 28% year-over-year, its fastest pace in 15 quarters.
Leading Indicators
Hiring and patent filing trends — the underlying numbers Momentum is computed from. Insider filing activity is tracked separately under Sources below.
Additional Intelligence Signals
Patent citation lineage, earnings-call mentions, and federal contract disclosures — automatically collected, not yet visible anywhere else on the site.
Federal contract disclosures
Department of Defense — $118,314,499: TASK ORDER AWARD AGAINST JWCC MULTIPLE-AWARD IDIQ CONTRACT HC105023D0005 TO AMAZON WEB SERVICES, INC. FOR AWS SECRET IL 4, 5, AND 6 (SECRET) CLOUD COMPUTE AND STORAGE SERVICES FOR THE ENTERPRISE CLOUD MANAGEMENT AGENCY (ECMA).
USAspending.gov · Nov 22, 2024
General Services Administration — $99,935,227: AWS CLOUD SERVICE AND VAR SUPPORT SERVICES
USAspending.gov · Jun 14, 2021
Department of Defense — $94,751,464: AWS CLOUD SERVICES
USAspending.gov · Jul 1, 2024
Department of Agriculture — $53,950,947: STRATUS POOL 1 CLOUD SERVICE BOA FOR AWS CLOUD SERVICE PROVIDER CORE SERVICES
USAspending.gov · Aug 20, 2024
Department of Defense — $48,126,561: AWS CLOUD SERVICES
USAspending.gov · Jan 6, 2025
Sources
Every claim traced to a primary source — evidence, recent activity, and insider filing behavior, all in one place.
Evidence
3 sources · 1 government/SEC filing · 90% avg. source confidence
- U.S. Securities and Exchange Commission (EDGAR) — Amazon.com, Inc. FY2025 Annual Report (Form 10-K), filed with the SEC95% source confidence
- Anthropic / SemiAnalysis — Amazon and Anthropic expand pact: $5B new equity, up to 5GW Trainium capacity, $100B AWS commitment90% source confidence
- CNBC / Amazon Q1 2026 earnings — Amazon posts $181.5B Q1 2026 revenue as AWS growth hits 28%, its fastest pace in 15 quarters85% source confidence
Latest Activity
Insider Filing Activity
Counts filing frequency only — transaction direction/size wasn't parseable from the sampled filings · sourced from SEC EDGAR · as of Jul 28, 2026
Dependency Map
What Amazon depends on below, and who depends on Amazon above — click any node to make it the new center, 2 levels deep.
Connection type
Click any node to make it the new center. Scroll to zoom, drag to pan.
The Story So Far (last 6 months)
Auto-generated from this entity's dated milestones, relationship updates, and sourced evidence — not AI-written, just sorted.
Market Intelligence
UnverifiedCredibly-reported claims — analyst notes, sourcing citing “people familiar with the matter,” deals where the companies involved declined to comment — that haven't been officially confirmed. Kept structurally separate from the sourced evidence above; treat as a lead worth researching further, not an established fact.
Amazon reportedly in early talks to sell Trainium AI chips to external data center operators
36% confidenceAmazon is reportedly in early, preliminary talks to sell its custom Trainium AI training chips directly to other companies' data centers, a move that would put it in more direct competition with Nvidia; AI chief Peter DeSantis confirmed discussions had begun but declined to name potential customers, and CEO Andy Jassy said the custom-chip business could reach roughly a $50 billion run rate if it were a standalone business.
Sourced to Bloomberg reporting on talks described as preliminary and unsigned; no customer or contract has been named or confirmed, so this remains an unconfirmed early-stage move rather than an announced product line.
Bloomberg · Jun 18, 2026
Amazon's Timeline
A sourced, dated history of Amazon's key moments — founding to present.
Jan 1994 · Founded
Amazon was founded as an online bookstore, later building Amazon Web Services into the world's largest cloud infrastructure provider.
Apr 2026 · Expands Anthropic partnership
Amazon and Anthropic expanded their partnership with an immediate $5 billion equity investment (up to $20 billion more on milestones), securing Anthropic up to 5 gigawatts of Trainium capacity.
Jul 2026 · Guides Q2 2026 net sales to $194-199B
Amazon guided Q2 2026 net sales to $194.0-$199.0 billion (16-19% year-over-year growth) and operating income to $20.0-$24.0 billion, reaffirming a commitment to roughly $200 billion in 2026 capital expenditures, a 50% increase from $131.8 billion in 2025, concentrated on AI data centers, custom silicon, and AWS infrastructure.
How These Connections Evolved
How a relationship changed over time, not just its current state — sourced, dated, and traceable.
Amazon ↔ Amazon Web Services
2026-Q1
AWS grew 28% year-over-year in Q1 2026, its fastest pace in 15 quarters, as Amazon's roughly $200 billion 2026 capex guidance concentrated on AI infrastructure.
Now
Amazon Web Services is Amazon's cloud computing division and primary profit engine.
Amazon ↔ Anthropic
Apr 2026
Amazon expanded its Anthropic partnership with an immediate $5 billion equity investment (up to $20 billion more on milestones), securing Anthropic up to 5 gigawatts of Trainium capacity in exchange for a $100 billion AWS spending commitment over the next decade.
Now
Amazon has invested billions of dollars in Anthropic and is one of its primary cloud infrastructure providers.
Amazon ↔ NVIDIA
2025–2026
Amazon continued large-scale NVIDIA GPU purchases for AWS AI infrastructure while ramping its own Trainium silicon to diversify supply and reduce per-unit cost.
Now
Amazon purchases NVIDIA GPUs at scale for AWS AI infrastructure alongside its own custom silicon.