Cloud Infrastructure
Amazon Web Services
Amazon's cloud computing division and one of the largest hyperscale cloud providers, deploying massive AI infrastructure capital expenditure and serving as a primary compute vendor for major AI labs. AWS grew 28% year-over-year to a $150 billion annual run rate after Amazon spent $43.2 billion on capex in Q1 2026 alone (guiding to roughly $200 billion for the full year), and OpenAI has committed an estimated $38 billion to AWS as part of a broader $1.15 trillion infrastructure spending plan spanning 2025-2035.
Additional Intelligence Signals
Patent citation lineage, earnings-call mentions, and federal contract disclosures — automatically collected, not yet visible anywhere else on the site.
Earnings-call mentions
Mentioned by Rigetti Computing
“Rigetti recently announced the general availability of its 108-qubit Cepheus-1-108Q quantum computing system, accessible to customers via Rigetti QCS and through Amazon Braket, Microsoft Azure Quantum, and qBraid.”
SEC 8-K exhibit (0001104659-26-058635) · May 11, 2026
Mentioned by NetApp
“NetApp achieved AWS High Performance Computing Competency for ONTAP , validating its ability to deliver scalable, high-performance storage solutions for HPC workloads on AWS.”
SEC 8-K exhibit (0001193125-26-245196) · May 28, 2026
Mentioned by GitLab
“Announced collaborations with AWS and Google Cloud to bring agentic DevSecOps to enterprise teams, enabling joint customers to power GitLab Duo Agent Platform with Amazon Bedrock or Vertex AI using the models, governance, and cloud commitments they already have in place.”
SEC 8-K exhibit (0001628280-26-039805) · Jun 2, 2026
Mentioned by CrowdStrike
“Launched the Charlotte AI AgentWorks Ecosystem, a no-code development platform created with AWS, NVIDIA, and OpenAI to build and scale custom security agents on the Falcon platform.”
SEC 8-K exhibit (0001535527-26-000022) · Jun 3, 2026
Mentioned by IonQ
“IonQ's newest generation of quantum computers, the IonQ Tempo, is the latest in a line of cutting-edge systems that have been helping customers and partners including Amazon Web Services, and AstraZeneca achieve 20x performance results and accelerate innovation in drug discovery, materials science, financial modeling, logistics, cybersecurity, and defense.”
SEC 8-K exhibit (0001193125-26-208923) · May 6, 2026
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
2 sources · 73% avg. source confidence
- Amazon.com, Inc., official corporate news release — Amazon spent $43.2 billion on capex in Q1 2026 and guides to $200 billion for the full year85% source confidence
- Tomasz Tunguz infrastructure spending analysis — OpenAI commits an estimated $38 billion to AWS as part of a multi-vendor infrastructure spending plan60% source confidence
Dependency Map
What Amazon Web Services depends on below, and who depends on Amazon Web Services above — click any node to make it the new center, 3 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.
Reportedly in early talks to sell Trainium chips outside AWS
45% confidenceAmazon is reportedly in early talks to sell its Trainium AI chips directly to data center operators — a historic break from AWS's cloud-only distribution model — as it looks to challenge NVIDIA and AMD more directly in the chip market.
Reported by Bloomberg; Amazon's AI infrastructure chief confirmed discussions have begun but declined to name potential customers, and no deal has been signed.
Bloomberg (via TechCrunch) · Jun 18, 2026
Amazon Web Services's Timeline
A sourced, dated history of Amazon Web Services's key moments — founding to present.
Jan 2006 · Launched
Amazon Web Services launched, later becoming one of the largest hyperscale cloud providers and a primary compute vendor for major AI labs.
Jan 2026 · $150B run rate, OpenAI commits $38B
AWS grew 28% year-over-year to a $150 billion annual run rate after Amazon spent $43.2 billion on capex in Q1 2026 alone, with OpenAI committing an estimated $38 billion to AWS as part of a broader multi-vendor infrastructure spending plan.
How These Connections Evolved
How a relationship changed over time, not just its current state — sourced, dated, and traceable.
Amazon Web Services ↔ NVIDIA
2024–2025
AWS deployed large volumes of NVIDIA Hopper GPUs while simultaneously investing billions in Trainium2 clusters, growing NVIDIA and custom-silicon spending in parallel rather than one displacing the other.
Oct 2025
Amazon's Trainium sales commitments reached roughly $225 billion (including from OpenAI and Anthropic), with ASIC shipments expected to more than double in 2025 even as Amazon continued deploying NVIDIA Blackwell GPUs at scale for training workloads Trainium doesn't yet fully cover.
Now
AWS depends on NVIDIA GPU supply to meet AI compute demand from customers, alongside its own custom silicon efforts.
Amazon Web Services ↔ AI Data Centers
Jan 2025
Amazon's capex, dominated by AI data-center buildout, reached roughly $125 billion for the year.
Jan 2026
Amazon guided to roughly $200 billion in 2026 capex, the largest single-company figure among the major hyperscalers, as combined industry AI infrastructure spending approached $725 billion.
Now
AWS depends on large-scale data center capacity and power availability to deploy AI infrastructure at hyperscale.
Amazon Web Services ↔ Andy Jassy
Jan 2026
Under leadership Jassy installed, AWS grew 28% year-over-year to a $150 billion annual run rate, with Amazon spending $43.2 billion on capex in Q1 2026 alone and guiding to roughly $200 billion for the full year.
Now
AWS was founded and led by Andy Jassy from its inception in 2003, before he became Amazon's CEO in 2021.
Amazon Web Services ↔ OpenAI
Dec 2025
AWS announced Trainium3 (built on a 3nm process) at its re:Invent conference, offering roughly 4.4x more compute and 4x better energy efficiency than Trainium2; OpenAI committed to consuming approximately 2GW of Trainium capacity across the Trainium3 and upcoming Trainium4 generations.
Jan 2026
OpenAI and AWS expanded their existing $38 billion agreement by a further $100 billion over 8 years, alongside Amazon's planned $50 billion direct investment in OpenAI.
Now
Amazon committed a planned $50 billion investment in OpenAI alongside a $38 billion, seven-year compute agreement using AWS Trainium infrastructure.
Amazon Web Services ↔ Anthropic
Nov 2024
Following additional rounds earlier in 2024 (a further $2.75 billion, then $1.3 billion), Amazon announced another $4 billion investment, bringing its total Anthropic investment to $8 billion and naming AWS Anthropic's primary training partner.
Apr 2026
Amazon announced up to $25 billion in additional Anthropic investment (on top of the existing $8 billion), tied to certain commercial milestones, as part of an expanded AI infrastructure deal in which Anthropic committed to spending over $100 billion on AWS technologies over the next 10 years.
Now
Amazon has invested in Anthropic since 2023 and committed further capital toward continued AWS compute capacity.
Amazon Web Services ↔ AWS Trainium
Dec 2025
AWS announced Trainium3, built on a 3nm process, at its re:Invent conference — up to 4.4x more compute and 4x better energy efficiency than Trainium2 — alongside general availability of EC2 Trn3 UltraServers scaling to 144 chips per unit.
Jan 2026
OpenAI committed to consuming roughly 2GW of Trainium capacity spanning Trainium3 and the upcoming Trainium4 (expected 2027), marking a major external customer commitment to AWS's custom silicon beyond its own internal use.
Now
AWS develops its custom Trainium AI chips through its Annapurna Labs division, with over 1 million processors deployed.
Amazon Web Services ↔ AI Data Centers
Jan 2025
Amazon's capex, dominated by AI data-center buildout, reached roughly $125 billion for the year.
Jan 2026
Amazon guided to roughly $200 billion in 2026 capex, the largest single-company figure among major hyperscalers.
Now
AWS operates AI data centers at hyperscale to deliver cloud AI services.
Amazon Web Services ↔ OpenAI
Nov 2025
OpenAI signed the $38 billion multi-year AWS compute agreement, gaining access to hundreds of thousands of NVIDIA GPUs plus AWS's own Trainium chips via EC2 UltraServers, with usage starting immediately.
Jan 2026
OpenAI and AWS expanded the original $38 billion agreement by a further $100 billion over 8 years, with OpenAI committing to roughly 2GW of Trainium capacity across the Trainium3 and upcoming Trainium4 generations.
Now
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.
Amazon Web Services ↔ Anthropic
Nov 2024
Anthropic named AWS its primary training partner as Amazon's cumulative investment reached $8 billion.
Apr 2026
Anthropic committed to spending over $100 billion on AWS technologies over the next 10 years, as part of an expanded infrastructure deal alongside up to $25 billion in additional Amazon investment.
Now
Anthropic depends on AWS infrastructure for compute, with Amazon having invested in Anthropic since 2023 and committed billions more toward continued compute capacity.
Amazon Web Services ↔ Cloud Computing & Data Centers
Jan 2026
AWS led global cloud market share at roughly 30% of the $918 billion 2026 cloud computing market, with Amazon guiding to roughly $200 billion of 2026 AI data-center capex, the largest single figure among hyperscalers.
Now
Amazon Web Services is among the largest hyperscale cloud providers driving the industry's AI infrastructure capital expenditure.
Amazon Web Services ↔ Amazon
Jan 2026
AWS grew 28% year-over-year to a $150 billion annual run rate, remaining Amazon's primary profit engine as the company committed roughly $200 billion in 2026 capex predominantly to AWS AI infrastructure.
Now
Amazon Web Services is Amazon's cloud computing division and primary profit engine.