EvidInvest Supply Chain Intelligence
AMZN · Hyperscalers / Cloud · hyperscaler
Companies that supply Amazon (AWS), from incoming 'supplies' edges and disclosed customer-of relationships.
Other · Supplier
“We also provide cargo services to Amazon.com, Inc (Amazon) under an Air Transportation Services Agreement (ATSA). Under the ATSA, we operate 10 A330-300F aircraft for which we supply flight crews, perform maintenance...”
Optical / Photonics · Supplier
“aaoi:CustomerWarrantMember aaoi:SubsidiaryOfAmazonMember 2025-03-13 ... Customer warrant issued to a subsidiary of Amazon”
Networking · Supplier
“In October 2022, the Company issued a warrant to Amazon NV Investment Holdings LLC ("Holder") to purchase an aggregate of up to 1,484,230 shares of Common Stock at an exercise price of $20.34 per share (the "Customer Warrant").”
Networking · Supplier
“the Company issued a warrant to Amazon.com NV Investment Holdings LLC (Holder) to purchase an aggregate of up to 4.1 million of our ordinary shares... The shares issuable vest in tranches over the contract term based on the amount of global payments by Holder and its affiliates to the Company, up to $201.0 million in aggregate payments.”
System OEM · Supplier
“On March 12, 2025, the Company issued a warrant to Amazon.com NV Investment Holdings LLC to acquire up to 381,922 ordinary shares... vesting... based on payments to the Company from or on behalf of Amazon.com, Inc.”
Other · Supplier
“On December 27, 2024, we issued a warrant (the 'Warrant') to Amazon.com NV Investment Holdings LLC ... to acquire up to 1,158,539 of our ordinary shares ... The Warrant Shares are subject to vesting for payments for purchased products and services over the seven-year Warrant term.”
Chip Designers · Supplier
“Marvell builds chips for Amazon Trainium”
Chip Designers · Supplier
“Customer C 13%”
Other · Supplier
“Our key customers include Amazon, Apple Inc. ("Apple"), Arcadyan, Arris, Bose, Ciena, Cisco...”
Other · Supplier
“Digital platforms include subscription and advertising supported platforms (including Sony's PlayStation Network (PSN), Netflix and Amazon Prime Video).”
Companies that buy from Amazon (AWS), from outgoing 'supplies' edges and disclosed customer-of relationships.
Enterprise / AI Labs · Customer of
“Anthropic training on 500k Trainium2 chips at AWS”
Hyperscalers / Cloud · Supplied by
“OCI's multicloud services work with a number of our competitors' products, including Microsoft Azure, Amazon Web Services and Google Cloud.”
Partnerships, IP licensing, competition, investments, and manufacturing relationships.
IP / Architecture · Competes with
“Arm AGI CPU competes with Graviton (vertical entry)”
IP / Architecture · Licenses IP from
“AWS Graviton 4 (Neoverse)”
Foundry · Fabs at
“Intel Foundry sells to MSFT, AMZN, TSLA”