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AmazonAMZN

Cloud platforms · NASDAQ · USA

$254.06
Down 2.3% todayClose

Up 12.6% this year and +9.2% since June 26, ahead of the AI sector at +7.5%. Amazon supplies 8 mapped companies and buys from 12.

Market cap
$2.8T
This year
+12.6%
1 year
+17.2%
P/E
20.7
P/S
3.6
P/B
5.1

Price vs the AI sector

since Jun 26AMZNAI sector, equal weight
Amazon (AMZN) vs the AI sector indexDaily closes from Jun 26, 2026 to Oct 8, 2026, each line rebased to its own first value. AMZN: +9.2% from Jun 26, 2026 to Oct 8, 2026. AI sector index: +7.5% from Jun 26, 2026 to Oct 8, 2026.−10%0%+10%+20%Jun 26AugSepOct 8AMZN +9.2%Sector +7.5% Amazon (AMZN) vs the AI sector indexDaily closes from Jun 26, 2026 to Oct 8, 2026, each line rebased to its own first value. AMZN: +9.2% from Jun 26, 2026 to Oct 8, 2026. AI sector index: +7.5% from Jun 26, 2026 to Oct 8, 2026.−10%0%+10%+20%Jun 26AugSepOct 8AMZN+9.2%Sector+7.5%

Supply chain

12 suppliers · 8 customers
SUPPLIERS →→ CUSTOMERSArm Holdings (ARM)ARMArm Holdings−6.5%Nvidia (NVDA)NVDANvidia−2.9%Equinix (EQIX)EQIXEquinix−2.0%Marvell (MRVL)MRVLMarvell−3.5%Western Digital (WDC)WDCWestern Digital−3.0%Seagate (STX)STXSeagate−4.1%Cisco (CSCO)CSCOCisco−2.1%Credo Technology (CRDO)CRDOCredo Technology−3.7%All suppliers on the full chain page+4 more suppliersSalesforce (CRM)CRMSalesforce+1.4%Snowflake (SNOW)SNOWSnowflake+3.2%Datadog (DDOG)DDOGDatadog+0.9%MongoDB (MDB)MDBMongoDB+2.3%Palantir (PLTR)PLTRPalantir+2.4%Duolingo (DUOL)DUOLDuolingo−0.3%Intuit (INTU)INTUIntuit+2.2%Workday (WDAY)WDAYWorkday+1.9%AMZNAmazon

Suppliers 12

Customers 8

Open the full chain →

About Amazon

AWS is still the biggest cloud platform, and Amazon increasingly fills it with its own Trainium and Inferentia silicon rather than buying everything in. Bedrock is the model layer sold on top. The company is also Anthropic's lead investor.

Theme exposure

Cloud infrastructureAI hardwareE-commerceAWS cloudOwn AI chips (Trainium)Anthropic investor

Products

  • AWS cloud
  • Trainium/Inferentia chips
  • Bedrock AI platform

Competitors

Risks

  • Capital-intensive AI build-outs
  • Competition for AI workloads

Same segment: Cloud platforms

Rents out the compute, the 'power grid' of the AI era. Segment 3 of 8 in the AI & digital infrastructure value chain.

AlphabetGOOGL−0.6%MicrosoftMSFT−1.3%OracleORCL−5.5%CoreWeaveCRWV−7.8%

Compare AMZN

Side by side with the largest companies in the same segment.

AMZN vs GOOGLAMZN vs MSFTAMZN vs ORCLAMZN vs CRWV

See where Amazon sits in the full AI & digital infrastructure map: every segment from upstream suppliers to end markets, with daily metrics.

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