L1 · CloudCloud / computeUnited StatesAMZN

Amazon Web Services (AWS)

Largest hyperscaler; deepest custom-silicon stack (Trainium, Inferentia, Graviton).

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Full file coming soon. Amazon Web Services (AWS)'s links, deals and figures below are what the graph holds today.Not collected yet: 360, Investors, People and hiring, Legal, News and events, Earnings calls. Anthropic is the first complete company file (people, investors, legal, hiring, birth to now); other companies follow one at a time. Open Anthropic's file

Overview

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L1 Cloud · Cloud / compute · AMZN · United States

Amazon Web Services (AWS)

Largest hyperscaler; deepest custom-silicon stack (Trainium, Inferentia, Graviton).

Part of

RSS
Links
20
Deals from filings
1
Exposed if it fails
3
19 within 2 steps
It depends on
12
40 within 2 steps
Share of worldwide cloud infrastructure services revenue (IaaS, PaaS, hosted private cloud) (Synergy Research Group)
28%
Q2 2026

No company file yet: revenue, customers and other figures appear here once they are taken from its filings.

What it is

AWS is the world's largest cloud provider and Anthropic's primary training and inference partner. It designs its own AI accelerators (Trainium/Inferentia) and Arm CPUs (Graviton) via the Annapurna Labs team, reducing dependence on Nvidia. In 2024-2025 Amazon committed over $8B to Anthropic and built Project Rainier, a massive Trainium2 cluster (hundreds of thousands of chips) for Anthropic model training. Still buys huge volumes of Nvidia GPUs to serve GPU-demanding customers.

Key facts

from its map entry
Custom AI chips
Trainium2/Trainium3, Inferentia
Anthropic investment
~$8B+ total; Project Rainier cluster
Custom CPU
Graviton4 (Arm-based)
Market position
#1 cloud by revenue

Pick a link to move the graph there: · · · · · · ·

Connections20 links

Pulled 28 Oct 2026 · AI Systems Map links

Its suppliers

12

Who depends on it

3

Backs

1

Partners

3

Compare two: what Amazon Web Services (AWS) shares with another entity

Pick a second entity to see their direct links, the suppliers, backers, rivals and regulators they share, and the deals with the same parties. The graph lights the same set.

Money1 deal

Pulled 27 Oct 2026 · Anthropic, PBC, Form S-1 registration statement · dated 26 Oct 2026

Parties (money runs →)KindAmountTermSource
→

Anthropic committed to spend at least $110.0B with Amazon between May 2026 and April 2036 regardless of usage, with a true-up if actual spend falls short (S-1).

compute$110.0BMay 2026 to Apr 2036
Anthropic, PBC, Form S-1 registration statement
“In April 2026, we entered into an agreement with Amazon, pursuant to which we committed to spend an aggregate of at least $110.0 billion between May 2026 and April 2036, regardless of actual usage. If our actual spend falls short, we must pay Amazon the difference as a true-up”
Open the source ↗

Amounts keep the filing's own wording (at least, up to, about). They are not added up: a compute commitment, a lease and an equity round are different kinds of money.

Financialsfrom its filings

Company file

Amazon Web Services (AWS): figures from its filings

Built from Anthropic, PBC, Form S-1 registration statement, 26 Oct 2026. Every figure opens the exact text it comes from.

Market share1 segment

Pulled 28 Oct 2026 · Q2 Cloud Market Passes $143 Billion; Highest Growth Rate in Eight Years · dated 30 Jul 2026

Cloud infrastructure

Q2 2026 · Synergy Research Group

Share of worldwide cloud infrastructure services revenue (IaaS, PaaS, hosted private cloud)

  • 28%
  • 20%
  • 15%
  • Others37%
Exact text in the source
  • “Among the major cloud providers, Amazon maintains a strong lead in the market, though Microsoft and Google continue to achieve substantially higher growth rates. Q2's worldwide market share was 28%, 20%, and 15%, respectively.”Amazon, Microsoft and Google, in that order (previous sentence)
Q2 Cloud Market Passes $143 Billion; Highest Growth Rate in Eight Years, 30 Jul 2026 ↗

Other segments with sourced shares: Foundry (Q2 2026) · DRAM (Q2 2026) · HBM (Q1 2026) · Enterprise LLM APIs (2025). Open All of AI to see every segment.

Shares are estimates by the firm named on each card, for the period shown, unless a company's own filing states them. Different firms measure differently, so shares from different cards are not compared or added. “Others” is 100 minus the shares listed.

Data sources4 sources

SourceFeedsData datedPulledPulled againStatus
Market quote (Yahoo Finance, unofficial)36030 Oct 202630 Oct 2026, 12:46 EDTdailyfresh
Anthropic, PBC, Form S-1 registration statement ↗1 quoted passage · sec.govMoney26 Oct 202627 Oct 2026when a new document is filedread from the document
Q2 Cloud Market Passes $143 Billion; Highest Growth Rate in Eight Years ↗1 quoted passage · srgresearch.comMarket share30 Jul 202628 Oct 2026when a new document is filedread from the document
AI Systems Map links20 links; built July 2026, deals re-checked against filings 27 to 28 Oct 2026Connections·28 Oct 2026when the map is reviewedhand-built; deals checked against filings

Times are New York time. Free sources are pulled on the schedule shown by the pipeline runner (data/corpus/run_pipelines.py), which logs every run; paid sources run only with the owner's yes; filings and newsroom pages are re-read when a new document is filed.

Links come from the AI Systems Map ontology. Deals carry the filing's own wording and a quote, checked against the document; latest source 2026-10-26. Not investment advice.