Flowvium

Şirket Karşılaştırıcı

Tedarik zinciri konumu, kurumsal sinyaller ve haber boşluğu puanlarının yan yana analizi.

VS

Piyasa Değeri Seviyesi

TitanvsTitan

Zincir Rolü

leadervsleader

Boşluk Puanı

18vs5

IB Faaliyeti

91vs95

Gelir karışımı karşılaştırması

AMZN
NVDA
AMZ

Amazon.com (AWS)

AMZN · ai-cloud

leaderTitan ($1T+)
Tam profil

Hakkında

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.

Kuruluş

1994

Çalışanlar

1,540,000+

Genel Merkez

Seattle, Washington, USA

Gelir

$674.8B

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

Haber açığı sinyali

Boşluk Puanı (sessizlik = sinyal)18
IB aktivite puanı91
Medya kapsama puanı82

IB Faaliyeti: HIGH

Kurumsal sinyaller

accumulating$525M

Berkshire Hathaway

2026-02-17

accumulating$3.8B

BlackRock

2024-08-13

accumulating$1.6B

BlackRock

2024-08-13

Temel ilişkiler

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+)
Tam profil

Hakkında

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.

Kuruluş

1993

Çalışanlar

32,000+

Genel Merkez

Santa Clara, California, USA

Gelir

$130.5B

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

Haber açığı sinyali

Boşluk Puanı (sessizlik = sinyal)5
IB aktivite puanı95
Medya kapsama puanı98

IB Faaliyeti: HIGH

Kurumsal sinyaller

accumulating$6.2B

BlackRock

2024-08-13

accumulating$2.8B

BlackRock

2024-08-13

accumulating$3.0B

BlackRock

2024-08-13

Temel ilişkiler

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