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AMZNUShyperscalerpublic

Amazon.com Inc.

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ETNVRTGEVPWRMRVLTLNNVDACRDOTSMLITEMRVLARMMSFTGOOGLAMZN
supplier 4customer 6partner 2competitor 2

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  • MSFTcompetitor1.00
  • GOOGLcompetitor0.90
  • MRVLpartner0.90
  • MRVLcustomer0.90
  • TLNcustomer0.90
  • ARMpartner0.70
  • NVDAcustomer0.70
  • CRDOcustomer0.70
  • TSMcustomer0.60
  • ETNsupplier0.60
  • VRTsupplier0.60
  • LITEcustomer0.50
  • GEVsupplier0.50
  • PWRsupplier0.50

market consensus 10prediction-market quotes (latest)

recent signals

2026-07-15·AMZN·regulatory change
not priced inlowdown

Manifold market 'Will any Amazon Web Services data center be nationalized by any country by 2030?' has a 39.46%...

Manifold market 'Will any Amazon Web Services data center be nationalized by any country by 2030?' has a 39.46% consensus for YES.

spilloverMSFTGOOGLORCL
window 30devidence 1AMZN $247.49 / 45d n/a
2026-07-15·AMZN·hyperscaler internal chip
not priced inlowup

A developer report on porting Google's Gemma-4 models (2B, 4B, 12B) to AWS Inferentia2 (source) highlights that AWS's...

A developer report on porting Google's Gemma-4 models (2B, 4B, 12B) to AWS Inferentia2 (source) highlights that AWS's custom AI silicon is becoming more viable for mainstream models, despite encountering compiler limits.

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window 60devidence 14AMZN $247.49 / 45d n/a
2026-07-14·AMZN·hyperscaler ai model availability
not priced inhighup

On July 13, 2026, AWS announced the general availability of OpenAI's GPT-5.6 family—Sol, Terra, and Luna—on Amazon...

On July 13, 2026, AWS announced the general availability of OpenAI's GPT-5.6 family—Sol, Terra, and Luna—on Amazon Bedrock.

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window 30devidence 15AMZN $247.49 / 45d n/a
2026-07-13·AMZN·regulatory change
not priced inlowdown

A prediction market on Manifold indicates a 39.46% probability that an Amazon Web Services data center will be...

A prediction market on Manifold indicates a 39.46% probability that an Amazon Web Services data center will be nationalized by any country by 2030 (source).

spilloverMSFTGOOGL
window 90devidence 1AMZN $247.49 / 45d n/a
2026-07-13·AMZN·capex change hyperscaler
not priced inmedup

Amazon is increasing capital expenditure to support AI infrastructure, according to TD Cowen analyst John Blackledge,...

Amazon is increasing capital expenditure to support AI infrastructure, according to TD Cowen analyst John Blackledge, who reiterated a buy rating and raised capex projections ahead of Q2 earnings Source 4.

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window 45devidence 9AMZN $247.49 / 45d n/a
2026-07-12·AMZN·restructuring
not priced inlowup

Amazon has laid off over 57,000 corporate employees since 2022, with CEO Andy Jassy stating that AI efficiency gains...

Amazon has laid off over 57,000 corporate employees since 2022, with CEO Andy Jassy stating that AI efficiency gains will reduce the workforce.

spilloverMSFTGOOGLNVDAAMD
window 30devidence 8AMZN $247.49 / 45d n/a
2026-07-10·AMZN·new product launch
not priced inlowneutral

On July 9, 2026, AWS published a blog post detailing new enterprise inference capabilities for SageMaker HyperPod,...

On July 9, 2026, AWS published a blog post detailing new enterprise inference capabilities for SageMaker HyperPod, including data capture at multiple tiers, direct model deployment from Hugging Face, NVMe-based weight loading to reduce cold-start latency, and integrated DNS and...

spilloverMSFTGOOGLNVDAAMD
window 30devidence 8AMZN $247.49 / 45d n/a
2026-07-09·AMZN·capex change hyperscaler
not priced inhighup

Amazon executed a $25 billion US bond sale on July 9, 2026, with total interest exceeding $41 billion, according to...

Amazon executed a $25 billion US bond sale on July 9, 2026, with total interest exceeding $41 billion, according to DataCenterDynamics.

spilloverNVDAAMDTSMAVGOMRVL
window 60devidence 14AMZN $247.49 / 45d n/a
2026-07-08·AMZN·capex change hyperscaler
not priced inhighup

Amazon has announced a $25 billion bond sale to fund its AI infrastructure buildout, with the company telling...

Amazon has announced a $25 billion bond sale to fund its AI infrastructure buildout, with the company telling underwriters it will not issue further debt in 2026.

spilloverNVDAAMDMRVLAVGOALAB
window 45devidence 24AMZN $247.49 / 45d n/a
2026-07-06·AMZN·custom silicon demand increase
not priced inmedup

DigiTimes Asia reports an exclusive that AWS's ASIC shipment volume is increasing, providing a demand upside for...

DigiTimes Asia reports an exclusive that AWS's ASIC shipment volume is increasing, providing a demand upside for Taiwan-based semiconductor suppliers.

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window 45devidence 12AMZN $247.49 / 45d n/a
2026-07-04·AMZN·capex change hyperscaler
not priced inhighup

Amazon (AMZN) announced a record $48 billion investment in India, with $21 billion specifically allocated for AI and...

Amazon (AMZN) announced a record $48 billion investment in India, with $21 billion specifically allocated for AI and cloud infrastructure, following a meeting between CEO Andy Jassy and Indian Prime Minister Narendra Modi (Source 8).

spilloverMSFTGOOGLTSMNVDAAVGOAAPLORCL
window 45devidence 21AMZN $247.49 / 45d n/a
2026-07-03·AMZN·competitive intensification
not priced inhighdown

Microsoft announced on July 2, 2026, a new $2.5 billion business unit—Microsoft Frontier Company—with 6,000 engineers...

Microsoft announced on July 2, 2026, a new $2.5 billion business unit—Microsoft Frontier Company—with 6,000 engineers to embed in enterprise clients for AI deployment.

spilloverMSFTGOOGLORCLNVDA
window 30devidence 39AMZN $247.49 / 45d n/a
2026-07-02·AMZN·data center announcement
not priced inmedup

Amazon Web Services (AWS) launched the Secret Cloud for Industry (ASCI) on July 1, 2026, a new classified cloud region...

Amazon Web Services (AWS) launched the Secret Cloud for Industry (ASCI) on July 1, 2026, a new classified cloud region for U.S. defense contractors, research institutions, and other organizations in the National Industrial Security Program (source).

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window 45devidence 35AMZN $247.49 / 45d n/a
2026-07-01·AMZN·capex change hyperscaler
not priced inhighup

Amazon Web Services (AWS) announced a $1 billion investment in a new Forward Deployed Engineering (FDE) unit to embed...

Amazon Web Services (AWS) announced a $1 billion investment in a new Forward Deployed Engineering (FDE) unit to embed AI engineers directly with customers (CNBC, TechCrunch).

spilloverNVDAAMDTSMMSFTGOOGL
window 45devidence 35AMZN $247.49 / 45d n/a
2026-06-30·AMZN·capacity constraint hyperscaler
not priced inmedneutral

A report from the Financial Times reveals that Google Limited Meta's access to its Gemini AI models in March 2026 due...

A report from the Financial Times reveals that Google Limited Meta's access to its Gemini AI models in March 2026 due to compute capacity constraints.

spilloverMSFTGOOGLNVDAAMDTSMAVGOCRWV
window 45devidence 36AMZN $247.49 / 45d n/a
2026-06-30·AMZN·regulatory change
not priced inlowdown

A Manifold prediction market indicates a 39.46% probability that at least one Amazon Web Services data center will be...

A Manifold prediction market indicates a 39.46% probability that at least one Amazon Web Services data center will be nationalized by a foreign government before 2030.

spilloverMSFTGOOGLORCL
window 90devidence 1AMZN $247.49 / 45d n/a
2026-06-29·AMZN·capex change hyperscaler
not priced inhighup

Amazon on June 25, 2026 announced an additional $13 billion investment in India's AI and cloud infrastructure by 2030,...

Amazon on June 25, 2026 announced an additional $13 billion investment in India's AI and cloud infrastructure by 2030, bringing its total planned spending across all India businesses to $48 billion between 2026 and 2030 Source 9.

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window 45devidence 24AMZN $247.49 / 45d n/a
2026-06-28·AMZN·cloud ai competitive pressure
not priced inlowdown

A CNBC article dated June 27, 2026 highlights that Alphabet's homegrown tensor processing units (TPUs) are becoming a...

A CNBC article dated June 27, 2026 highlights that Alphabet's homegrown tensor processing units (TPUs) are becoming a compelling alternative to Nvidia GPUs, powering Google's Gemini chatbot and driving a projected 64% surge in Google Cloud revenue to $96 billion in 2026.

spilloverGOOGLNVDA
window 60devidence 17AMZN $247.49 / 45d n/a
2026-06-28·AMZN·data center buildout
not priced inlowup

A CNBC report from June 27, 2026 (source: provides an exclusive look inside GE Vernova's gas turbine plant, revealing...

A CNBC report from June 27, 2026 (source: provides an exclusive look inside GE Vernova's gas turbine plant, revealing that hyperscalers including Amazon, Google, Microsoft, and Oracle are actively purchasing gas turbines to power AI data centers.

spilloverMSFTGOOGLORCLNVDA
window 30devidence 14AMZN $247.49 / 45d n/a
2026-06-27·AMZN·pricing change
not priced inmedup

Amazon Web Services raised prices for Nvidia GPUs in its EC2 Capacity Blocks service by 20%, as reported by The...

Amazon Web Services raised prices for Nvidia GPUs in its EC2 Capacity Blocks service by 20%, as reported by The Information on June 26, 2026.

spilloverNVDATSMMRVLAVGO
window 45devidence 29AMZN $247.49 / 45d n/a