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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产品与营收

产品营收占比

营收构成 ($674.8B)

静态数据（加载实时财务…）

Online Stores (38%)

AWS (18%)

Third-Party Seller Services (17%)

Advertising (9%)

Subscriptions & Other (18%)

业务板块构成与主要客户

产品详情

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

供应链关系

主要供应商

NVIDIA Corporation

GPU instances for AI workloads

影响: Critical — primary GPU supplier

Taiwan Semiconductor Manufacturing Company

Graviton and Trainium chip fab

影响: Critical for custom silicon

竞争对手

Microsoft Corporation

Azure vs. AWS

影响: Primary cloud competitor

Alphabet Inc. (Google)

GCP vs. AWS

影响: Major cloud competitor

Oracle Corporation

Cloud database and enterprise

影响: Growing competitor

宏观与市场背景

AI / 클라우드行业新闻

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

近期催化剂

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

供应链问题

↑ 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

点击「获取 AI 分析」以获得 Amazon.com (AWS) 的 AI 供应链分析。

企业信息

总部

Seattle, Washington, USA

成立时间

1994

员工人数

1,540,000+

官网

aws.amazon.com

连锁位置

连锁中的角色

mid cap

典型延迟

1-3 trading days

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

查看完整连锁分析

行业概况 — AI / 클라우드

行业新闻