Amazon.com (AWS)
AMZNleaderAmazon 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.
製品と売上
製品別売上シェア
売上内訳 ($674.8B)
静的データ（リアルタイム財務ロード中…）
セグメント構成と主要顧客
製品詳細
Market-leading IaaS/PaaS cloud platform with 200+ services
Online retail marketplace and fulfillment
Sponsored products, display, and streaming ads
Custom AI training and inference accelerators for AWS
Prime, Audible, music, and video streaming
サプライチェーン関係
主要サプライヤー
マクロ・市場概況
하이퍼스케일러 AI 인프라 투자 급증 — 수혜 종목 선별 중요
AI 인프라 투자 (2026E)
AWS 성장률
AI 소프트웨어 침투율
GPU 리드타임
次の主要イベント
サプライチェーン問題
Amazon 자체 AI 학습칩 Trainium3 클러스터 AWS 상용화. NVDA H100 대비 40% 비용 절감 효과 내부 검증.
창고 자동화 로봇(Sparrow·Cardinal) 수요 급증으로 공급망 병목. 신규 풀필먼트 센터 가동 3~6개월 지연.
機関投資家シグナル
| 機関 | アクション | 価値 | 四半期 | 申告日 |
|---|---|---|---|---|
| Berkshire Hathaway | accumulating | $525M | 2025.12 | 2026-02-17↑ |
| BlackRock | accumulating | $3.8B | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $1.6B | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $1.7B | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $149M | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $260M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $5.2B | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $2.5B | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $40.4B | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $39.0B | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $3.5B | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $4.5B | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $2.1B | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $3.6B | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $64M | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $11.8B | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $545M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $412M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $1.4B | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $365M | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $87M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $2M | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $2.5B | 2024.06 | 2024-08-13↑ |
| Vanguard Group | accumulating | $4.9B | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $12.7B | 2025.12 | 2026-01-29↑ |
| Vanguard Group | reducing | $21K | 2025.12 | 2026-01-29↓ |
| Vanguard Group | accumulating | $9M | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $1.0B | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $3.6B | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $172.9B | 2025.12 | 2026-01-29↑ |
| State Street | accumulating | $89.7B | 2025.12 | 2026-02-13↑ |
| Wellington Management | accumulating | $12.9B | 2025.12 | 2026-02-17↑ |
| Wellington Management | accumulating | $323K | 2025.12 | 2026-02-17↑ |
| Wellington Management | accumulating | $233K | 2025.12 | 2026-02-17↑ |
| Wellington Management | accumulating | $446K | 2025.12 | 2026-02-17↑ |
| Wellington Management | accumulating | $429M | 2025.12 | 2026-02-17↑ |
| Wellington Management | accumulating | $194M | 2025.12 | 2026-02-17↑ |
| Wellington Management | accumulating | $265M | 2025.12 | 2026-02-17↑ |
| Wellington Management | accumulating | $152M | 2025.12 | 2026-02-17↑ |
| Wellington Management | accumulating | $155M | 2025.12 | 2026-02-17↑ |
| Wellington Management | accumulating | $701M | 2025.12 | 2026-02-17↑ |
| Wellington Management | accumulating | $37K | 2025.12 | 2026-02-17↑ |
| Wellington Management | accumulating | $52K | 2025.12 | 2026-02-17↑ |
| Wellington Management | accumulating | $26M | 2025.12 | 2026-02-17↑ |
| Wellington Management | accumulating | $472M | 2025.12 | 2026-02-17↑ |
| Wellington Management | accumulating | $13K | 2025.12 | 2026-02-17↑ |
| Wellington Management | accumulating | $18K | 2025.12 | 2026-02-17↑ |
| Viking Global Investors | new position | $722M | 2025.12 | 2026-02-17↑ |
| Third Point LLC | reducing | $500M | 2025.12 | 2026-02-17↓ |
| Pershing Square Capital | accumulating | $2.2B | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $52.8B | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | reducing | $41M | 2025.12 | 2026-02-17↓ |
| FMR (Fidelity) | accumulating | $10.6B | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $7.6B | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $879M | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $4.6B | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $87M | 2025.12 | 2026-02-17↑ |
機関保有状況
13F基準 · Q4 2025| 機関 | 変化 | 保有比率 | 前四半期 | 保有株数 | 評価額 | SEC |
|---|---|---|---|---|---|---|
| Vanguard | 維持 | 7.00% | — | 21000.0M株 | $220,000M | 13F |
| BlackRock | 増加 | 5.40% | — | 16200.0M株 | $170,000M | 13F |
| Capital Group | 増加 | 0.10% | — | 305.0M株 | $3,200M | 13F |
最新ニュース
AI分析
Amazon.com (AWS)のAIサプライチェーン分析を受けるには「AI分析を取得」をクリックしてください。
企業情報
ニュースギャップスコア
機関活動
91
メディアスコア
82
カスケードポジション
カスケード内の役割
mid cap
典型的な遅延
1-3 trading days
AWS must keep pace with Azure AI investment or risk losing cloud AI market share.
完全なカスケードを見るセクター概況 — AI / 클라우드
セクターニュース하이퍼스케일러 AI 인프라 투자 급증 — 수혜 종목 선별 중요
AI 인프라 투자 (2026E)
AWS 성장률
AI 소프트웨어 침투율
GPU 리드타임
主要テーマ
- •Capex 폭증 — MSFT/GOOGL/META/AMZN 합산 $200B+ (2026)
- •Inference 수요 → 맞춤형 AI칩(MRVL·ORCL 수혜)
- •SaaS → AI-as-a-Service 전환 가속
次の主要イベント
- ◆Meta/GOOGL/MSFT/AMZN Q1 실적 (2026.04~05)
- ◆OpenAI GPT-5 출시 영향