Amazon

AI Platforms & ModelsCloud AI PlatformsUnited States

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).

Signal Activity

Signals (30d)

128

Signals (7d)

48up 37% WoW

Tailwinds (7d)

28

Headwinds (7d)

5

Signal Rank

Critical

Recent Developments

Mar 27Meta Funds 7 New Gas Plants for 7 GW AI Data Center Capacity

Mar 27Amazon, Salesforce, and Microsoft Ship Competing Healthcare AI Agent Platforms

Mar 27Amazon SageMaker Promotes Reserved GPU Capacity for Inference Workloads

Key Relationships

competes withAnthropiccompetes withApplied Digitalcompetes withAgility RoboticsgpuNVIDIAcompetes withMicrosoftinvested in byAnthropiccompetes withAlibabacompetes withCoreWeave

Index Exposure

Model Efficiency Index (MEI)

Full intelligence available in Tessara

Explore Amazon's full signal timeline, Ghost Mode constraint analysis, supply chain mapping, and earnings intelligence in the Tessara terminal.

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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.

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