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Amazon.com (AWS)

AMZNleader

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.

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Produtos e receita

Participação de receita por produto

Composição de receita ($674.8B)

Dados estáticos (carregando finanças em tempo real…)

Online Stores (38%)
AWS (18%)
Third-Party Seller Services (17%)
Advertising (9%)
Subscriptions & Other (18%)

Composição de segmentos e principais clientes

Detalhes do produto

AWS (Amazon Web Services)18%

Market-leading IaaS/PaaS cloud platform with 200+ services

E-Commerce (1P + 3P)48%

Online retail marketplace and fulfillment

Advertising9%

Sponsored products, display, and streaming ads

Trainium / Inferentia Chips2%

Custom AI training and inference accelerators for AWS

Subscription Services23%

Prime, Audible, music, and video streaming

Relações da cadeia de suprimentos

Principais Fornecedores

NVIDIA Corporation

GPU instances for AI workloads

Impacto: Critical — primary GPU supplier

Taiwan Semiconductor Manufacturing Company

Graviton and Trainium chip fab

Impacto: Critical for custom silicon

Concorrentes

Microsoft Corporation

Azure vs. AWS

Impacto: Primary cloud competitor

Alphabet Inc. (Google)

GCP vs. AWS

Impacto: Major cloud competitor

Oracle Corporation

Cloud database and enterprise

Impacto: Growing competitor

Contexto macro e de mercado

AI / 클라우드Notícias do setor

하이퍼스케일러 AI 인프라 투자 급증 — 수혜 종목 선별 중요

AI 인프라 투자 (2026E)

$320B

AWS 성장률

+37% YoY

AI 소프트웨어 침투율

18%

GPU 리드타임

6~9개월

Próximos catalisadores

◆Meta/GOOGL/MSFT/AMZN Q1 실적 (2026.04~05)◆OpenAI GPT-5 출시 영향◆NVIDIA GB300 기반 H200 교체 사이클

Problemas na cadeia de suprimentos

↑ 생산 확대Trainium3 칩 2026H2 AWS 전면 배포
2026-04

Amazon 자체 AI 학습칩 Trainium3 클러스터 AWS 상용화. NVDA H100 대비 40% 비용 절감 효과 내부 검증.

⚠ 공급 차질물류 자동화 로봇 공급 병목
2026-03

창고 자동화 로봇(Sparrow·Cardinal) 수요 급증으로 공급망 병목. 신규 풀필먼트 센터 가동 3~6개월 지연.

Sinais institucionais

InstituiçãoAçãoValorTrimestreData de arquivamento
Berkshire Hathawayaccumulating$525M2025.122026-02-17↑
BlackRockaccumulating$3.8B2024.062024-08-13↑
BlackRockaccumulating$1.6B2024.062024-08-13↑
BlackRockaccumulating$1.7B2024.062024-08-13↑
BlackRockreducing$149M2024.062024-08-13↓
BlackRockaccumulating$260M2024.062024-08-13↑
BlackRockaccumulating$5.2B2024.062024-08-13↑
BlackRockaccumulating$2.5B2024.062024-08-13↑
BlackRockaccumulating$40.4B2024.062024-08-13↑
BlackRockaccumulating$39.0B2024.062024-08-13↑
BlackRockaccumulating$3.5B2024.062024-08-13↑
BlackRockaccumulating$4.5B2024.062024-08-13↑
BlackRockaccumulating$2.1B2024.062024-08-13↑
BlackRockaccumulating$3.6B2024.062024-08-13↑
BlackRockreducing$64M2024.062024-08-13↓
BlackRockaccumulating$11.8B2024.062024-08-13↑
BlackRockaccumulating$545M2024.062024-08-13↑
BlackRockaccumulating$412M2024.062024-08-13↑
BlackRockaccumulating$1.4B2024.062024-08-13↑
BlackRockaccumulating$365M2024.062024-08-13↑
BlackRockreducing$87M2024.062024-08-13↓
BlackRockreducing$2M2024.062024-08-13↓
BlackRockaccumulating$2.5B2024.062024-08-13↑
Vanguard Groupaccumulating$4.9B2025.122026-01-29↑
Vanguard Groupaccumulating$12.7B2025.122026-01-29↑
Vanguard Groupreducing$21K2025.122026-01-29↓
Vanguard Groupaccumulating$9M2025.122026-01-29↑
Vanguard Groupaccumulating$1.0B2025.122026-01-29↑
Vanguard Groupaccumulating$3.6B2025.122026-01-29↑
Vanguard Groupaccumulating$172.9B2025.122026-01-29↑
State Streetaccumulating$89.7B2025.122026-02-13↑
Wellington Managementaccumulating$12.9B2025.122026-02-17↑
Wellington Managementaccumulating$323K2025.122026-02-17↑
Wellington Managementaccumulating$233K2025.122026-02-17↑
Wellington Managementaccumulating$446K2025.122026-02-17↑
Wellington Managementaccumulating$429M2025.122026-02-17↑
Wellington Managementaccumulating$194M2025.122026-02-17↑
Wellington Managementaccumulating$265M2025.122026-02-17↑
Wellington Managementaccumulating$152M2025.122026-02-17↑
Wellington Managementaccumulating$155M2025.122026-02-17↑
Wellington Managementaccumulating$701M2025.122026-02-17↑
Wellington Managementaccumulating$37K2025.122026-02-17↑
Wellington Managementaccumulating$52K2025.122026-02-17↑
Wellington Managementaccumulating$26M2025.122026-02-17↑
Wellington Managementaccumulating$472M2025.122026-02-17↑
Wellington Managementaccumulating$13K2025.122026-02-17↑
Wellington Managementaccumulating$18K2025.122026-02-17↑
Viking Global Investorsnew position$722M2025.122026-02-17↑
Third Point LLCreducing$500M2025.122026-02-17↓
Pershing Square Capitalaccumulating$2.2B2025.122026-02-17↑
FMR (Fidelity)accumulating$52.8B2025.122026-02-17↑
FMR (Fidelity)reducing$41M2025.122026-02-17↓
FMR (Fidelity)accumulating$10.6B2025.122026-02-17↑
FMR (Fidelity)accumulating$7.6B2025.122026-02-17↑
FMR (Fidelity)accumulating$879M2025.122026-02-17↑
FMR (Fidelity)accumulating$4.6B2025.122026-02-17↑
FMR (Fidelity)accumulating$87M2025.122026-02-17↑

Participação institucional

Base 13F · Q4 2025
InstituiçãoVariação% de participaçãoTrim. anteriorAçõesValorSEC
VanguardMantida7.00%—21000.0M ações$220,000M13F
BlackRockAumentada5.40%—16200.0M ações$170,000M13F
Capital GroupAumentada0.10%—305.0M ações$3,200M13F
Participação total rastreada: 12.50%Valor total: $393,200MBaseado em SEC EDGAR 13F-HR · atraso de 45 dias

Últimas notícias

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Análise IA

Clique em "Obter análise IA" para uma análise da cadeia de suprimentos de Amazon.com (AWS).

Info da empresa

Sede

Seattle, Washington, USA

Fundada em

1994

Funcionários

1,540,000+

Score de lacuna de notícias

Score de lacuna18
Lacuna baixaLacuna alta

Atividade IB

91

Score de mídia

82

Posição na cascata

Papel na cascata

mid cap

Atraso típico

1-3 trading days

AWS must keep pace with Azure AI investment or risk losing cloud AI market share.

Ver cascata completa

Visão geral do setor — AI / 클라우드

Notícias do setor

하이퍼스케일러 AI 인프라 투자 급증 — 수혜 종목 선별 중요

AI 인프라 투자 (2026E)

$320B

AWS 성장률

+37% YoY

AI 소프트웨어 침투율

18%

GPU 리드타임

6~9개월

Temas principais

  • •Capex 폭증 — MSFT/GOOGL/META/AMZN 합산 $200B+ (2026)
  • •Inference 수요 → 맞춤형 AI칩(MRVL·ORCL 수혜)
  • •SaaS → AI-as-a-Service 전환 가속

Próximos catalisadores

  • ◆Meta/GOOGL/MSFT/AMZN Q1 실적 (2026.04~05)
  • ◆OpenAI GPT-5 출시 영향