Amazon

Seattle, Washington, United States · AI Core · Compute demand & operators / Hyperscalers · Subsidiary · amazon.com

AWS is a global hyperscale cloud operator, with regional infrastructure, AI-zone capacity, and large-scale compute services for enterprises, startups, and model developers.

AI Infra 100 · rank 15 · score 96 →Space · watchlist · score 88Edition: November 2026

Positioning

Largest cloud by revenue and the anchor buyer for Nvidia and for its own Trainium and Graviton silicon; supplies compute to Anthropic and OpenAI, and is the single biggest capex line in the buildout.

Latest signals

  • Alphabet, Amazon and Meta shares plunged in an AI stock sell-offYicai
  • Amazon arranged an $80 billion supplier financing facility for its AI expansion.Tech in Asia
  • Anthropic’s $80 billion reported loss was a non-cash charge on convertible notes to partners including Amazon.All-In Podcast
  • Nvidia shares fell 4.22% amid a broad selloff in leading technology stocks.Yicai
  • Amazon’s quarterly capital expenditure reached $77 billion amid continued data-center spending.Data Center Dynamics

1427 signals name Amazon. Members see all of them, filtered by topic, source and date.

Facts, with sources

  • >500mRevenue band · SpaceNews
  • polar spacecraftDeployment · SpaceNews
  • Gen 2 satellitesDeployment · SpaceNews
  • MW of capacity in Saudi Arabia's first AI ZonePartnership · Amazon

696 facts on file. Members see all of them with the source link.

Scores, AI Core (of 10)

Deployment10
Production10
Commercials10
Progress10
Technology8
Positioning10
Firepower10
Leverage10

Traction: deployment, production, commercials, progress. Capability: technology, positioning, firepower, leverage.

Peers in Hyperscalers

5Alphabet · 10039Microsoft · 9287Alibaba · 8589Meta · 85

The segment's suppliers, constraints and risers, for members.

Questions this page answers

What does Amazon do?

AWS is a global hyperscale cloud operator, with regional infrastructure, AI-zone capacity, and large-scale compute services for enterprises, startups, and model developers. Largest cloud by revenue and the anchor buyer for Nvidia and for its own Trainium and Graviton silicon; supplies compute to Anthropic and OpenAI, and is the single biggest capex line in the buildout.

Where does Amazon rank in ai core?

Amazon ranks 15 of 100 on the AI Infra 100 (November 2026 edition) with a score of 96 out of 100, in Hyperscalers (Compute demand & operators). Assessment by Frontier Tech Intelligence.

Who are Amazon's peers in Hyperscalers?

Alphabet (rank 5), Microsoft (rank 39), Alibaba (rank 87), Meta (rank 89).

Where is Amazon based and when was it founded?

Amazon is based in Seattle, Washington, United States. Stage: Subsidiary.

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