AmazonAMZN
Amazon's capex splits between AWS AI infrastructure (its own Trainium plus Nvidia) and logistics — with a big Anthropic bet.
Where the cash goes~$188B / yr · FY2025
Capex$100B
Tech & Content (R&D)$88B
Money flows left → right · hover a node · click to open the stock.AI ModelsAI AcceleratorsCustom SiliconFoundryPower & Cooling
Most exposed to AMZN's spend
- AnthropicprivateFiling
$8B strategic investment; AWS is a primary training partner.
AI Models - NvidiaNVDACurated
GPUs offered across AWS alongside in-house Trainium.
AI Accelerators - TSMCTSMCurated
Fabricates Trainium/Inferentia and partner chips.
Foundry - BroadcomAVGOCurated
Helps build AWS's custom networking and silicon.
Custom Silicon - MarvellMRVLCurated
Custom-silicon and optics partner for AWS.
Custom Silicon - VertivVRTCurated
Datacenter power and thermal management.
Power & Cooling
Relationships are hand-curated and sourced from filings, announcements, and public reporting — a map for generating ideas, not a complete supply chain, and not investment advice. Exposure weights are relative, for sizing only. Spot something missing? Contributions welcome on GitHub.