AWS is the largest cloud platform and hosts AI workloads via Bedrock (model marketplace), SageMaker, and custom Trainium/Inferentia chips. $4B+ invested in Anthropic. Largest capex spender on AI infrastructure globally.
Amazon operates in the AI Platforms & Models (Cloud AI Platforms) sector, tracked across Tessara's AI infrastructure intelligence platform as a component of the Model Efficiency Index (MEI).
Tessara tracks Amazon across 128 signals in the last 30 days, providing real-time AI infrastructure intelligence including supply chain analysis, regulatory exposure, and competitive positioning. Data updated continuously from 80+ sources.