AMZNAmazon.com, Inc.

Appears in these Strategy Maps

• Runway

  Infrastructure providerPrice could riseInferred10 conn

  AWS likely provides GPU compute instances (P5 with H100, P4d with A100) and cloud infrastructure for Runway's model training and inference serving at scale.

  Evidence as of 2026-07-23

• Databricks

  Infrastructure providerPrice could riseEvidence aging20 conn

  AWS cloud infrastructure revenue from Databricks' largest deployment base including EC2 compute, S3 storage, and networking consumption.

  Evidence as of 2025-01-15

• Discord

  Infrastructure providerPrice could riseInferred11 conn

  Discord's primary cloud hosting dependency on Amazon Web Services (AWS) for compute, storage, database, and content delivery infrastructure supporting 200M+ monthly active users; AWS outages or price increases directly impact Discord service availability and operating costs

  Evidence as of 2026-07-20

• Anysphere

  Infrastructure providerPrice could fallInferred11 conn

  AWS likely provides cloud infrastructure for model inference, storage, and application hosting; pricing and service availability directly affect operational costs.

  Evidence as of 2026-07-18

• xAI

  Infrastructure providerPrice could riseInferred4 conn

  XAI distributes Grok models via Amazon Bedrock enabling enterprise customers to consume Grok through AWS infrastructure.

  Evidence as of 2026-06-17

• Blue Origin

  Strategic investorPrice could riseEvidence aging20 conn

  Jeff Bezos, Blue Origin's founder and primary investor, holds ~9% of Amazon (as of 2024) and has funded Blue Origin by selling AMZN shares (~$1B/year historically). AMZN stock liquidity is Bezos's primary capital source for Blue Origin's ongoing R&D and manufacturing.

  Evidence as of 2024-01-01

• ByteDance

  Infrastructure providerDirection unclearInferred5 conn

  Credit exposure to Amazon Web Services, a known cloud infrastructure provider for ByteDance's non-US operations and compute-intensive AI workloads.

  Evidence as of 2026-07-18

• Epic Games

  Infrastructure providerPrice could riseEvidence aging12 conn

  AWS provides cloud compute, storage, and multiplayer game server infrastructure supporting Fortnite's massive concurrent player base globally.

  Evidence as of 2022-06-15

• Valve Corporation

  Infrastructure providerPrice could fallInferred10 conn

  AWS provides cloud infrastructure for Steam's content delivery, multiplayer hosting, and platform backend services supporting 30M+ concurrent users and 150M+ monthly active users; material operating cost and platform reliability dependency

  Evidence as of 2026-07-20

• ElevenLabs

  Similar business modelEvidence aging9 conn

  AWS Polly text-to-speech service competes for developer API customers with pay-per-use pricing model and broad language support similar to ElevenLabs API business.

  Evidence as of 2024-01-10

• Safe Superintelligence

  Infrastructure providerPrice could riseInferred5 conn

  Credit exposure to AWS, the largest cloud infrastructure provider with extensive GPU offerings and data center capacity for AI training workloads.

  Evidence as of 2026-07-21

• Notion

  Infrastructure providerPrice could fallEvidence aging26 conn

  Notion's complete dependency on AWS for compute, storage, database services, and global hosting infrastructure.

  Evidence as of 2025-01-15