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AMZNUShyperscalerpublic

Amazon.com Inc.

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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

2026-08-13·AMZN·training data policy change
not priced inmedneutral

On August 12, 2026, Twitch (owned by Amazon) introduced a new default-on setting that allows streamers to opt out of...

On August 12, 2026, Twitch (owned by Amazon) introduced a new default-on setting that allows streamers to opt out of having their channel content used to train Amazon's generative AI models.

spilloverMSFTGOOGLNVDA
window 90devidence 15AMZN $265.13 / 45d n/a
2026-08-12·AMZN·data center buildout
not priced inmedup

Amazon is aggressively expanding its AI data center infrastructure with a dedicated 7.65 GW gas-fired power plant for a...

Amazon is aggressively expanding its AI data center infrastructure with a dedicated 7.65 GW gas-fired power plant for a Texas AI campus, per Digitimes.

spilloverNVDATSMAVGOMRVLALAB
window 60devidence 14AMZN $265.13 / 45d n/a
2026-08-11·AMZN·power ppa
not priced inlowup

Amazon is accelerating its AI infrastructure buildout with a first-of-its-kind off-grid power commitment.

Amazon is accelerating its AI infrastructure buildout with a first-of-its-kind off-grid power commitment.

spilloverNVDAAMDTSMMRVLAVGO
window 60devidence 10AMZN $265.13 / 45d n/a
2026-08-10·AMZN·data center buildout
not priced inlowup

Amazon is expanding its AI infrastructure with a massive behind-the-meter power plant in Pecos County, Texas, directly...

Amazon is expanding its AI infrastructure with a massive behind-the-meter power plant in Pecos County, Texas, directly supporting a new AI data center.

spilloverNVDAAMDMRVLAVGOALABTSM
window 45devidence 8AMZN $265.13 / 45d n/a
2026-08-09·AMZN·data center buildout
not priced inhighup

Amazon is making a massive AI infrastructure bet: on August 8, 2026, The New York Times reported that Amazon is...

Amazon is making a massive AI infrastructure bet: on August 8, 2026, The New York Times reported that Amazon is investing in a 7.65 GW natural-gas power plant in Pecos County, Texas, to power an off-grid AI data center (NYT).

spilloverNVDAAMDMRVLALAB
window 60devidence 11AMZN $265.13 / 45d n/a
2026-08-08·AMZN·cpu capacity constraint
not priced inmedup

Agentic AI is forcing AWS to ration internal EC2 CPU capacity as data center CPU demand approaches GPU-era levels.

Agentic AI is forcing AWS to ration internal EC2 CPU capacity as data center CPU demand approaches GPU-era levels.

spilloverAMDNVDATSMMRVLAVGOORCL
window 45devidence 11AMZN $265.13 / 45d n/a
2026-08-07·AMZN·data center announcement
not priced inlowup

DataCenterDynamics reports that AWS is exploring a potential data center development at a 4.5GW natural gas plant in...

DataCenterDynamics reports that AWS is exploring a potential data center development at a 4.5GW natural gas plant in Pennsylvania.

spilloverNVDAAMDTSMAVGOMRVLALAB
window 60devidence 14AMZN $265.13 / 45d n/a
2026-08-06·AMZN·developer ecosystem drift
not priced inmedup

AWS is moving aggressively to make Bedrock AgentCore a default platform for production AI agents.

AWS is moving aggressively to make Bedrock AgentCore a default platform for production AI agents.

spilloverGOOGL
window 30devidence 12AMZN $265.13 / 45d n/a
2026-08-05·AMZN·new product launch
not priced inmedup

Amazon Web Services announced general availability of Web Search on Amazon Bedrock for foundation model grounding.

Amazon Web Services announced general availability of Web Search on Amazon Bedrock for foundation model grounding.

spilloverNVDAMSFTGOOGLTSM
window 30devidence 9AMZN $265.13 / 45d n/a
2026-08-02·AMZN·hyperscaler internal chip
not priced inmedup

Amazon's internal silicon business has crossed a $25 billion annual run rate, and CEO Andy Jassy indicated a 'real...

Amazon's internal silicon business has crossed a $25 billion annual run rate, and CEO Andy Jassy indicated a 'real chance' of selling Trainium chips outside AWS, according to a DigiTimes report dated 2026-08-01 (source).

spilloverNVDATSMMRVLALABGOOGLMSFT
window 30devidence 6AMZN $265.13 / 45d n/a
2026-08-01·AMZN·data center nationalization risk
not priced inlowdown

Manifold's prediction market currently assigns 39.46% probability to any AWS data center being nationalized by a...

Manifold's prediction market currently assigns 39.46% probability to any AWS data center being nationalized by a country by 2030.

spilloverMSFTGOOGL
window 60devidence 1AMZN $265.13 / 45d n/a
2026-08-01·AMZN·capex change hyperscaler
not priced inhighup

Amazon's Q2 2026 earnings, reported July 31, show accelerating AI-cloud growth and a major upward revision in AI...

Amazon's Q2 2026 earnings, reported July 31, show accelerating AI-cloud growth and a major upward revision in AI infrastructure spending.

spilloverNVDATSMMRVLAVGOALABSAMSUNGAMD
window 45devidence 28AMZN $265.13 / 45d n/a
2026-07-30·AMZN·grid constraint
not priced inlowup

Amazon urged Virginia regulators during July 2026 hearings to allow hyperscale data center operators to voluntarily...

Amazon urged Virginia regulators during July 2026 hearings to allow hyperscale data center operators to voluntarily fund transmission infrastructure for their campuses, a move that could accelerate AI data center buildouts by alleviating grid constraints.

spilloverMSFTGOOGLORCLAVGOTSMNVDA
window 30devidence 8AMZN $265.13 / 45d n/a
2026-07-29·AMZN·cloud compute deal
not priced inmedup

Amazon Web Services (AWS) signed a $410 million compute deal with Recursive Superintelligence, an AI startup focused on...

Amazon Web Services (AWS) signed a $410 million compute deal with Recursive Superintelligence, an AI startup focused on self-improving systems.

spilloverMSFTGOOGLNVDAAMD
window 30devidence 9AMZN $265.13 / 45d n/a
2026-07-27·AMZN·ai policy competition
not priced inlowneutral

A Spyglass article reports that US tech giants have shifted to publicly backing open AI models, with Amazon and...

A Spyglass article reports that US tech giants have shifted to publicly backing open AI models, with Amazon and Anthropic remaining notable holdouts alongside the US government.

spilloverMSFTGOOGLNVDA
window 30devidence 5AMZN $265.13 / 45d n/a
2026-07-24·AMZN·analyst revision
not priced inmeddown

Jefferies strategist Chris Wood warned that hyperscaler capital expenditure is approaching unsustainable levels,...

Jefferies strategist Chris Wood warned that hyperscaler capital expenditure is approaching unsustainable levels, raising the risk of 'massive capital destruction' for companies like Amazon.

spilloverMSFTGOOGLNVDAAVGOTSMORCL
window 30devidence 21AMZN $265.13 / 45d n/a
2026-07-23·AMZN·restructuring
not priced inmeddown

Amazon confirmed layoffs in its AGI unit, which includes silicon development and quantum computing.

Amazon confirmed layoffs in its AGI unit, which includes silicon development and quantum computing.

spilloverGOOGLMSFTNVDA
window 30devidence 13AMZN $265.13 / 45d n/a
2026-07-22·AMZN·data center attack
not priced inmeddown

On July 21, 2026, Iranian cruise missiles struck and destroyed an Amazon Web Services (AWS) data center in Bahrain,...

On July 21, 2026, Iranian cruise missiles struck and destroyed an Amazon Web Services (AWS) data center in Bahrain, according to state media and confirmed by tech outlets.

spilloverMSFTGOOGL
window 30devidence 14AMZN $265.13 / 45d n/a
2026-07-21·AMZN·off balance sheet debt
not priced inmeddown

A Nikkei Asia study estimates that off-balance sheet debt at Alphabet, Microsoft, Amazon, Meta, and Oracle grew...

A Nikkei Asia study estimates that off-balance sheet debt at Alphabet, Microsoft, Amazon, Meta, and Oracle grew approximately 8x since 2022 to $1.65 trillion, eclipsing $1.35 trillion in balance sheet debt.

spilloverMSFTGOOGLORCLNVDATSM
window 45devidence 13AMZN $265.13 / 45d n/a
2026-07-20·AMZN·design win
not priced inlowup

Two developer posts on dev.to (July 2026) detail porting Google's Gemma-4 model family to AWS Inferentia2 accelerators....

Two developer posts on dev.to (July 2026) detail porting Google's Gemma-4 model family to AWS Inferentia2 accelerators.

spilloverNVDAGOOGL
window 60devidence 8AMZN $265.13 / 45d n/a
Amazon.com Inc. (AMZN) — signals and market context — High Signal