Flowvium

Pembanding Perusahaan

Analisis berdampingan posisi rantai pasokan, sinyal institusional, dan skor kesenjangan berita.

VS

Tingkat Kapitalisasi Pasar

TitanvsTitan

Peran Rantai

leadervsleader

Skor Kesenjangan

18vs5

Aktivitas IB

91vs95

Perbandingan bauran pendapatan

AMZN
NVDA
AMZ

Amazon.com (AWS)

AMZN · ai-cloud

leaderTitan ($1T+)
Profil lengkap

Tentang

Amazon is the world's largest cloud provider through AWS, which generates the majority of company profits despite being a fraction of total revenue. AWS leads in IaaS market share and is investing aggressively in custom AI chips (Trainium) to reduce dependence on NVIDIA.

Didirikan

1994

Karyawan

1,540,000+

Kantor Pusat

Seattle, Washington, USA

Pendapatan

$674.8B

Online Stores38%
AWS18%
Third-Party Seller Services17%
Advertising9%
Subscriptions & Other18%

Sinyal kesenjangan berita

Skor Kesenjangan (diam = sinyal)18
Skor aktivitas IB91
Skor liputan media82

Aktivitas IB: HIGH

Sinyal institusional

accumulating$525M

Berkshire Hathaway

2026-02-17

accumulating$3.8B

BlackRock

2024-08-13

accumulating$1.6B

BlackRock

2024-08-13

Hubungan kunci

NVDA· NVIDIA Corporation
supplier
TSM· Taiwan Semiconductor Manufacturing Company
supplier
MSFT· Microsoft Corporation
competitor
GOOGL· Alphabet Inc. (Google)
competitor
ORCL· Oracle Corporation
competitor
NVD

NVIDIA Corporation

NVDA · semiconductors

leaderTitan ($1T+)
Profil lengkap

Tentang

NVIDIA is the dominant designer of graphics processing units and AI accelerator chips. Its data-center GPU monopoly powers the generative-AI revolution, with the H100 and successor Blackwell GPUs serving as the de-facto standard for training and running large language models.

Didirikan

1993

Karyawan

32,000+

Kantor Pusat

Santa Clara, California, USA

Pendapatan

$130.5B

Data Center78%
Gaming12%
Professional Visualization4%
Automotive & Robotics4%
OEM & Other2%

Sinyal kesenjangan berita

Skor Kesenjangan (diam = sinyal)5
Skor aktivitas IB95
Skor liputan media98

Aktivitas IB: HIGH

Sinyal institusional

accumulating$6.2B

BlackRock

2024-08-13

accumulating$2.8B

BlackRock

2024-08-13

accumulating$3.0B

BlackRock

2024-08-13

Hubungan kunci

TSM· Taiwan Semiconductor Manufacturing Company
supplier
005930.KS· Samsung Electronics
supplier
000660.KS· SK Hynix
supplier
MU· Micron Technology
supplier
MSFT· Microsoft Corporation
customer