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.

共有:

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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…）

Online Stores (38%)

AWS (18%)

Third-Party Seller Services (17%)

Advertising (9%)

Subscriptions & Other (18%)

セグメント構成と主要顧客

製品詳細

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

サプライチェーン関係

主要サプライヤー

NVIDIA Corporation

GPU instances for AI workloads

影響: Critical — primary GPU supplier

Taiwan Semiconductor Manufacturing Company

Graviton and Trainium chip fab

影響: Critical for custom silicon

競合他社

Microsoft Corporation

Azure vs. AWS

影響: Primary cloud competitor

Alphabet Inc. (Google)

GCP vs. AWS

影響: Major cloud competitor

Oracle Corporation

Cloud database and enterprise

影響: Growing competitor

マクロ・市場概況

AI / 클라우드セクターニュース

하이퍼스케일러 AI 인프라 투자 급증 — 수혜 종목 선별 중요

AI 인프라 투자 (2026E)

$320B

AWS 성장률

+37% YoY

AI 소프트웨어 침투율

18%

GPU 리드타임

6~9개월

次の主要イベント

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

サプライチェーン問題

↑ 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.

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

本社所在地

Seattle, Washington, USA

設立

1994

従業員数

1,540,000+

ウェブサイト

aws.amazon.com

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