Amazon Web Services
The largest cloud, building custom silicon and gigawatt campuses for Anthropic.
You're looking at a company record: what this company does in the AI stack, and every chip, technology, facility and company it's linked to below.
Quotes are delayed/indicative; research only, never investment advice.
Photo: Sea Cow · CC BY-SA 4.0 · Wikimedia Commons
AWS remains the biggest cloud business and answered the AI wave with vertical integration: Trainium and Inferentia chips from its Annapurna Labs, the Bedrock model platform, nuclear power agreements at Susquehanna, and Project Rainier — the Indiana mega-campus training Anthropic's models. Amazon's 2025 capex guidance of roughly $125B is the largest of any company in history.
How this connects to the rest of the stack
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Record reviewed as of 2026-01-15 — see Methodology.