Amazon vs Microsoft: Hyperscalers compared

Scores, AI Core (of 10)

Darker bar: ahead of the other company on that measure.

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

• 1 Nov 2026Alphabet, Amazon and Meta shares plunged in an AI stock sell-offYicai
• 31 Oct 2026Amazon arranged an $80 billion supplier financing facility for its AI expansion.Tech in Asia
• 30 Oct 2026Anthropic’s $80 billion reported loss was a non-cash charge on convertible notes to partners including Amazon.All-In Podcast

1427 signals name Amazon.

Facts, with sources

• 10 Feb 2032>500mSpaceNews
• 10 Feb 2032polar spacecraftSpaceNews
• 10 Feb 2032Gen 2 satellitesSpaceNews

696 facts on file.

Scores, AI Core (of 10)

Darker bar: ahead of the other company on that measure.

Positioning

Second-largest cloud and the primary distribution channel for OpenAI models; buys Nvidia and AMD at scale, has its own Maia silicon at small scale, and leases from neoclouds (CoreWeave, Nebius, Nscale, Lambda, IREN) to bridge its capacity shortfall.

Latest signals

• 2 Nov 2026Security flaws found in five popular AI coding tools including OpenAI Codex and Microsoft Visual Studio CodeThe Elec
• 1 Nov 2026OpenAI, Google, Microsoft, and Anthropic will honor a common robots.txt signal for AI training opt-out.ZDNet Korea
• 31 Oct 2026Microsoft offered a voluntary exit to 60,000 employees.Moonshots with Peter Diamandis

1082 signals name Microsoft.

Facts, with sources

• 1 Jan 2030>500mOpenAI
• 1 Jan 2030Revenue share payments from OpenAI to Microsoft continue through 2030 at the same percentage, subject to a total capOpenAI
• 18 Sept 2026Microsoft Copilot is the primary AI tool deployed across enterprisesa16z — 2026-09-18

370 facts on file.