What Amazon (AWS) makes for data centers
public · HQ United States
Amazon (AWS) is a publicly listed company and based in United States. It appears on 3 parts of the AI data center — Hyperscaler custom ASICs, Hyperscalers, neoclouds & model labs and Hyperscaler Arm CPUs — in the roles of in house, operator and manufacturer. Those parts sit in Layer 1 — Compute silicon & packaging and Layer 9 — Building shell, site & construction. Its shares trade on US exchanges (NYSE/Nasdaq) as AMZN.
Listing
US exchanges (NYSE/Nasdaq): AMZN· 248 USD -1.12% · mkt cap 2.68T USD
Snapshot 2026-10-25T10:41:17Z — nightly, not real-time.· Chart on TradingView ↗
Exposure
3 parts across 2 layers
No disclosed data-center revenue share on file.
Parts, by layer
Layer 1 — Compute silicon & packaging
| Part | Role | Confidence | Competitors | Note |
|---|---|---|---|---|
| Hyperscaler custom ASICs | in house | inferred | Alphabet (Google), Microsoft, Alchip, Broadcom, Marvell, MediaTek | Trainium/Inferentia — Annapurna in-house |
| Hyperscaler Arm CPUs | manufacturer | inferred | Alphabet (Google), Microsoft | Graviton |
Layer 9 — Building shell, site & construction
| Part | Role | Confidence | Competitors | Note |
|---|---|---|---|---|
| Hyperscalers, neoclouds & model labs | operator | inferred | Alphabet (Google), Microsoft, Alibaba, Apple, Baidu, KT |
Where Amazon sits in the stack
Amazon's placements in this catalog cover 3 parts, from layer 1 (compute silicon & packaging) to layer 9 (building shell, site & construction). None of them currently carries a sourced supply constraint tag. Across these parts it overlaps with other companies most often on the lines below.
What these parts are
- Hyperscaler custom ASICs — AI accelerator chips (often called XPUs) designed in-house by a hyperscaler for its own fleet, typically co-developed with an outside ASIC design partner and fabbed by a merchant foundry.
- Hyperscaler Arm CPUs — Arm-based server CPUs designed in-house by a hyperscaler for its own fleet, such as AWS Graviton, Google Axion, and Microsoft Cobalt.
- Hyperscalers, neoclouds & model labs — The hyperscalers, neoclouds, and AI labs that occupy data center capacity as tenants or owner-operators, and whose capital spending ultimately drives demand for every layer below this one.
Closest peers in this catalog
Latest feed
- Oregon city declares state of emergency over lost data center revenue amid state-wide ban — Data Center Dynamics, 2026-10-23A local Oregon city is facing revenue loss due to a state-wide ban affecting data center operations.
- Amazon bows to local backlash over AI data centers, scraps plans to build four new facilities in Northern Virginia — Tom's Hardware, 2026-10-23Amazon cancelled plans for four new data center facilities in Northern Virginia after facing opposition from local residents and authorities.
- Amazon backs 960MW nuclear project for AI power — DigiTimes, 2026-10-22Amazon intends to invest in and purchase power from a 960MW nuclear plant in Indiana to support its expanding AI data center needs.
- Amazon spends US$220B on AI as power delays squeeze cash flow — DigiTimes, 2026-10-22Amazon's planned $220B AI CAPEX for 2026 is hampered by power and construction delays, causing hardware like server racks to stockpile in warehouses.
- Amazon withdraws application for data center campus at GWU site in Ashburn, Virginia — Data Center Dynamics, 2026-10-21Amazon withdrew its data center campus application after receiving resistance from local county officials in Loudoun County.
- Amazon pledges €16bn investment in Germany in 2027 — Data Center Dynamics, 2026-10-20Amazon announced a planned €16 billion investment in Germany by 2027 to expand its data center and AI infrastructure, along with high-speed internet and logistics.
- Amazon makes vague commitment to unproven nuclear tech to power Indiana datacenters — The Register, 2026-10-19Amazon has made an unspecified commitment to unproven nuclear technology to supply power for data centers in Indiana.
- Amazon and AEP to explore deployment of up to 960MW of X-energy SMRs in Indiana — Data Center Dynamics, 2026-10-19Amazon and AEP are exploring the deployment of up to 960MW of X-energy's Small Modular Reactors in Indiana.
- AEP signs 960-MW Indiana nuclear pact with Amazon, X-energy — Utility Dive, 2026-10-19Amazon signed a 960-MW nuclear power purchase agreement with AEP in Indiana, covering the facility's cost and operation.
- Utilities can use AI to solve grid backlogs: AWS energy lead — Utility Dive, 2026-10-15AWS is exploring the use of AI to assist utilities in managing and solving issues related to grid backlogs.
Questions about Amazon (AWS)
- What does Amazon (AWS) make for AI data centers?
- This catalog places Amazon (AWS) on 3 parts: Hyperscaler custom ASICs (in house), Hyperscalers, neoclouds & model labs (operator) and Hyperscaler Arm CPUs (manufacturer).
- Is Amazon (AWS) publicly traded?
- Yes — Amazon (AWS) is listed on US exchanges (NYSE/Nasdaq) under AMZN. Prices shown on this page are a nightly snapshot, not real-time, and nothing here is investment advice.
- Where is Amazon (AWS) based?
- United States, per the company record in this catalog.
- Who else makes hyperscaler custom ASICs for AI data centers?
- Alphabet (Google), Microsoft, Alchip, Broadcom, Marvell and MediaTek are also placed on Hyperscaler custom ASICs in this catalog.
- How well sourced are these placements?
- Every part→company placement carries a confidence tag. For Amazon (AWS) the mix is 3 inferred. "disclosed" means the company or a filing says so; "reported" comes from trade press or a reference-design list; "inferred" is a lead from the taxonomy with no citation yet. Treat reported and inferred as leads, not facts.
Answers are generated from this catalog's own rows — see sources & method.