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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.

Paylaş:
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Ürünler ve Gelir

Ürün Gelir Payı

Gelir Dağılımı ($674.8B)

Statik veri (canlı finansal yükleniyor…)

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

Segment yapısı ve temel müşteriler

Ürün ayrıntıları

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

Tedarik Zinciri İlişkileri

Kilit Tedarikçiler

NVIDIA Corporation

GPU instances for AI workloads

Etki: Critical — primary GPU supplier

Taiwan Semiconductor Manufacturing Company

Graviton and Trainium chip fab

Etki: Critical for custom silicon

Rakipler

Microsoft Corporation

Azure vs. AWS

Etki: Primary cloud competitor

Alphabet Inc. (Google)

GCP vs. AWS

Etki: Major cloud competitor

Oracle Corporation

Cloud database and enterprise

Etki: Growing competitor

Makro ve piyasa bağlamı

AI / 클라우드Sektör haberleri

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

Yaklaşan katalizörler

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

Tedarik zinciri sorunları

↑ 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.

Kurumsal Sinyaller

KurumEylemDeğerÇeyrekDosyalama tarihi
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↑

Kurumsal Sahiplik

13F bazlı · Q4 2025
KurumDeğişimSahiplik %Önceki ÇeyrekHisselerDeğerSEC
VanguardKorundu7.00%—21000.0M hisse$220,000M13F
BlackRockArtırıldı5.40%—16200.0M hisse$170,000M13F
Capital GroupArtırıldı0.10%—305.0M hisse$3,200M13F
Toplam takip edilen sahiplik: 12.50%Toplam değer: $393,200MSEC EDGAR 13F-HR bazlı · 45 günlük raporlama gecikmesi

Son haberler

Haberler yükleniyor...

AI Analizi

Amazon.com (AWS) için AI tedarik zinciri analizi almak için "AI Analizi Al"ı tıklayın.

Şirket Bilgisi

Merkez

Seattle, Washington, USA

Kuruluş

1994

Çalışanlar

1,540,000+

Web Sitesi

aws.amazon.com

Haber Boşluğu Puanı

Boşluk Puanı18
Düşük BoşlukYüksek Boşluk

Kurumsal Aktivite

91

Medya Puanı

82

Kaskad Pozisyonu

Kaskaddaki Rol

mid cap

Tipik Gecikme

1-3 trading days

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

Tam Kaskadı Gör

Sektör genel bakışı — AI / 클라우드

Sektör haberleri

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

Temel temalar

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

Yaklaşan katalizörler

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