Amazon Web Services

Headquarters

Seattle, Washington, USA

Website

aws.amazon.com

Founded

2006

Listing

Cloud division of Amazon (AMZN)

Investment

• OpenAI: Amazon committed a planned $50 billion investment in OpenAI alongside a $38 billion, seven-year compute agreement using AWS Trainium infrastructure.
• Anthropic: Amazon has invested in Anthropic since 2023 and committed further capital toward continued AWS compute capacity.

Dependency

• Megaport: Megaport provides Network as a Service connectivity into AWS for enterprise customers.
• Celestial AI: AWS signed a warrant agreement with Celestial AI ahead of Celestial AI's first Photonic Fabric scale-up connectivity product delivery to a hyperscaler customer in H1 2026.
• STMicroelectronics: AWS expanded its strategic collaboration with STMicroelectronics through a multi-year, multi-billion-dollar commercial engagement for high-performance compute infrastructure.
• Cerebras Systems: AWS signed a binding term sheet with Cerebras in March 2026 for Bedrock integration, bringing Cerebras' fast inference capability to AWS customers.
• Arm Holdings: Amazon's Graviton server CPUs are built on Arm's architecture, letting AWS bypass Intel and AMD for a growing share of its compute fleet.
• Corning: Amazon struck a multibillion-dollar agreement with Corning to supply optical fiber, cable and connectivity solutions for its data center infrastructure.
• ASE Technology: ASE is positioned for potential share gains packaging Amazon's Trainium3 ASICs as advanced packaging demand overwhelms supply at TSMC.
• Talen Energy: Talen Energy's Susquehanna nuclear plant powers a co-located AWS data center directly; the companies signed a new PPA in June 2026 for 1,920 MW through 2042 and plan to jointly explore small modular reactors in Pennsylvania.
• Vistra: AWS has locked in nuclear power purchase agreements with Vistra as part of over 3.8 GW of 20-year hyperscaler nuclear contracts.
• Intel: AWS is working with Intel Foundry on custom Xeon processors and AI fabric interconnect chips.
• Taiwan Semiconductor Manufacturing Company: Amazon's Annapurna Labs designs custom Trainium AI chips that are fabricated by TSMC, including Trainium3 on a 3nm process.
• NVIDIA: AWS depends on NVIDIA GPU supply to meet AI compute demand from customers, alongside its own custom silicon efforts.
• AI Data Centers: AWS depends on large-scale data center capacity and power availability to deploy AI infrastructure at hyperscale.
• AI Data Centers: AWS operates AI data centers at hyperscale to deliver cloud AI services.
• Marvell Technology: Marvell co-designs AWS's custom Trainium silicon, with visibility extending through Trainium 3 in 2026.

Supply Chain

• Meta: Meta signed a deal to buy millions of Amazon's custom Graviton AI-optimized CPUs for certain inference workloads, diversifying its chip supply beyond NVIDIA/AMD GPUs and its own MTIA silicon.
• OpenAI: OpenAI depends on a $38 billion, seven-year compute agreement with AWS using Amazon Trainium infrastructure, part of a broader partnership that includes a planned $50 billion Amazon investment.
• Anthropic: Anthropic depends on AWS infrastructure for compute, with Amazon having invested in Anthropic since 2023 and committed billions more toward continued compute capacity.
• Tempus AI: Tempus AI relies predominantly on Amazon Web Services for cloud infrastructure, using AWS for the majority of its data storage and processing needs alongside a smaller Google Cloud commitment.
• Roblox: Roblox relies on Amazon Web Services for cloud infrastructure supporting its platform's compute, storage, and AI-driven content moderation systems.
• Airbnb: Airbnb is a longstanding major customer of Amazon Web Services, relying on AWS cloud infrastructure to power its global marketplace platform.
• Netflix: Netflix is one of Amazon Web Services' largest and most prominent customers, running nearly all of its streaming infrastructure on AWS cloud computing.

Development

• Andy Jassy: AWS was founded and led by Andy Jassy from its inception in 2003, before he became Amazon's CEO in 2021.
• Jeff Bezos: Jeff Bezos founded Amazon in 1994 and, as Executive Chairman, remains connected to AWS's continued growth even after stepping down as CEO in 2021.
• AWS Trainium: AWS develops its custom Trainium AI chips through its Annapurna Labs division, with over 1 million processors deployed.

Competition / Other

• Cloud Computing & Data Centers: Amazon Web Services is among the largest hyperscale cloud providers driving the industry's AI infrastructure capital expenditure.
• Amazon: Amazon Web Services is Amazon's cloud computing division and primary profit engine.
• Microsoft Azure: AWS competes directly with Microsoft Azure and Google Cloud for hyperscaler cloud infrastructure and AI compute customers.
• Alphabet (Google): AWS competes with Google Cloud (and Microsoft Azure) for enterprise cloud and AI infrastructure workloads.