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AMZNUShyperscalerpublic

Amazon.com Inc.

spillover graph 14

ETNVRTGEVPWRMRVLTLNNVDACRDOTSMLITEMRVLARMMSFTGOOGLAMZN
supplier 4customer 6partner 2competitor 2

relationship list

  • 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

2026-05-30·AMZN·data center announcement
partly pricedhighup

Amazon has publicly unveiled its Resilient Network Graphs (RNG) data center networking architecture, which the company...

Amazon has publicly unveiled its Resilient Network Graphs (RNG) data center networking architecture, which the company claims delivers up to 33% higher throughput while reducing network power consumption by 40% and using 69% fewer networking devices than traditional fat-tree...

spilloverMSFTGOOGLMRVLAVGO
window 30devidence 27AMZN $270.64 / 45d n/a
2026-05-29·AMZN·customer commitment
partly pricedhighup

Snowflake reported a massive $6 billion compute commitment to Amazon Web Services during its Q1 earnings call on May...

Snowflake reported a massive $6 billion compute commitment to Amazon Web Services during its Q1 earnings call on May 28, 2026, fueling a 36% stock surge for Snowflake and signaling strong AI infrastructure demand on AWS.

spilloverMSFTGOOGLNVDA
window 45devidence 21AMZN $270.64 / 45d n/a
2026-05-29·AMZN·partnership
partly pricedmedup

Snowflake announced a multi-year, $6 billion commitment to Amazon Web Services (AWS) for compute and AI infrastructure,...

Snowflake announced a multi-year, $6 billion commitment to Amazon Web Services (AWS) for compute and AI infrastructure, including significant use of AWS Graviton processors and GPU capacity for AI training and inference.

spilloverNVDAMRVLTSM
window 45devidence 30AMZN $270.64 / 45d n/a
2026-05-29·AMZN·geopolitical risk signal
not priced inlowdown

On May 29, 2026, the prediction market Manifold showed a 39.46% consensus that at least one Amazon Web Services data...

On May 29, 2026, the prediction market Manifold showed a 39.46% consensus that at least one Amazon Web Services data center will be nationalized by some country before 2030.

spilloverMSFTGOOGLORCL
window 60devidence 1AMZN $270.64 / 45d n/a
2026-05-28·AMZN·design win
partly pricedhighup

Snowflake has signed a $6 billion, five-year agreement with Amazon Web Services (AWS) to use AWS's homegrown Graviton...

Snowflake has signed a $6 billion, five-year agreement with Amazon Web Services (AWS) to use AWS's homegrown Graviton CPUs and AI accelerators (TechCrunch, The Register).

spilloverNVDA
window 30devidence 17AMZN $270.64 / 45d n/a
2026-05-25·AMZN·nationalization risk
not priced inlowdown

A Manifold Markets prediction question shows a 39.46% chance that an Amazon Web Services data center will be...

A Manifold Markets prediction question shows a 39.46% chance that an Amazon Web Services data center will be nationalized by a country by 2030 (source: While purely speculative, this elevated probability signals growing geopolitical concern around hyperscaler infrastructure...

spilloverMSFTGOOGLORCLNVDAAMDTSM
window 30devidence 1AMZN $270.64 / 45d n/a
2026-05-24·AMZN·corporate ai pullback
not priced inlowdown

A May 23, 2026 Tom's Hardware article reports that Microsoft, Meta, and Amazon are pulling back on internal AI usage...

A May 23, 2026 Tom's Hardware article reports that Microsoft, Meta, and Amazon are pulling back on internal AI usage due to skyrocketing token costs from 'agentic AI,' which can consume up to 1000x more tokens than standard queries.

spilloverMSFTNVDA
window 30devidence 5AMZN $270.64 / 45d n/a
2026-05-22·AMZN·customer churn signal
not priced inlowdown

According to a CNBC report on May 21, 2026, Microsoft is in talks to supply its custom Maia AI chips to Anthropic.

According to a CNBC report on May 21, 2026, Microsoft is in talks to supply its custom Maia AI chips to Anthropic.

spilloverMSFT
window 30devidence 18AMZN $270.64 / 45d n/a
2026-05-21·AMZN·capex change hyperscaler
partly pricedmedup

Amazon executive chairman Jeff Bezos, in a CNBC interview on May 20, 2026, explicitly dismissed concerns about an AI...

Amazon executive chairman Jeff Bezos, in a CNBC interview on May 20, 2026, explicitly dismissed concerns about an AI bubble, stating that 'even if it does turn out to be a bubble, you shouldn't worry about it because the bubble is driving investment and a lot of the investment...

spilloverNVDAAMDMRVL
window 45devidence 13AMZN $270.64 / 45d n/a
2026-04-25·AMZN·design win
partly pricedhighup

Amazon has secured a major deal with Meta to use its Graviton chips, as reported by CNBC.

Amazon has secured a major deal with Meta to use its Graviton chips, as reported by CNBC.

spilloverGOOGLNVDAMSFT
window 60devidence 13AMZN $270.64 / 45d n/a
2026-04-25·AMZN·design win
partly pricedhighup

Amazon has secured a major deal with Meta to provide AI chips, as reported by CNBC.

Amazon has secured a major deal with Meta to provide AI chips, as reported by CNBC.

spilloverGOOGLNVDAMSFT
window 60devidence 13AMZN $270.64 / 45d n/a
2026-04-14·AMZN·partnership
partly pricedmedup

Amazon's Trainium chip program has gained momentum with Uber joining the roster, expanding AWS capabilities.

Amazon's Trainium chip program has gained momentum with Uber joining the roster, expanding AWS capabilities.

spilloverMSFTNVDAAMD
window 30devidence 2AMZN $270.64 / 45d n/a