What Amazon (AWS) makes for data centers
public · HQ US
Listing
Snapshot 2026-08-28T02:17:39Z — 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 |
Latest feed
- NVIDIA NVLink Fusion Expands with NVHBM Custom High-Bandwidth Memory — HPCwire, 2026-08-27Amazon's Annapurna Labs is set to collaborate with NVIDIA on the development of NVHBM technology alongside NVLink Fusion for next-generation AI workloads.