Sectivia

AmazonAMZN

NASDAQ · USA · Segment 3 of 8 in the AI & digital infrastructure value chain: Cloud platforms

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.

Cloud platforms: Rents out the compute, the 'power grid' of the AI era.

Key metrics

Market cap
$2.9T
Price
$262.07
Today
+1.3%
Return YTD
+12.0%
Return 1Y
+16.5%
P/E
21.1
P/S
3.7
P/B
5.2

Data as of 2026-08-25 · updates daily after U.S. close

Theme exposure

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

In the value chain

Products & services

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

Competitors

Risks

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

Supply chain

Supplies →

SalesforceCRM SnowflakeSNOW DatadogDDOG MongoDBMDB PalantirPLTR DuolingoDUOL IntuitINTU WorkdayWDAY

← Suppliers

Arm HoldingsARM NvidiaNVDA EquinixEQIX MarvellMRVL Western DigitalWDC SeagateSTX CiscoCSCO Credo TechnologyCRDO Astera LabsALAB BroadcomAVGO IntelINTC AMDAMD

Full supply chain for AMZN →

Same segment: Cloud platforms

AlphabetGOOGL MicrosoftMSFT OracleORCL CoreWeaveCRWV

Compare AMZN

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