Cloud and compute · Starter · Team Amazon and Anthropic

Amazon

Retail, AWS and its own Trainium AI chips.

87OVRAll-StarDraft · rated on 5 of 6

Ratings

Amazon held 28% of cloud infrastructure spending in Q2 2026 on Synergy's figures, and AWS sales were $42.2bn, up 37%, with operating income of $16.6bn.

Dominance90draft
Leads cloud infrastructure with 28% of Q2 2026 spending, and Q2 2026 net sales were $200.6bn.
sourced ir.aboutamazon.com
Momentum80draft
AWS sales rose 37% to $42.2bn in Q2 2026 and advertising rose 26%.
sourced ir.aboutamazon.comreported theatdb.com
Leverage78draft
AWS has the largest installed base and Amazon is Anthropic's primary training partner on Trainium.
sourced ir.aboutamazon.comreported maginative.com
Network base 66, judgment +12.
Durability86draft
Spans retail, AWS and ads, with the named risk of Google and Microsoft growing faster from smaller bases.
sourced ir.aboutamazon.com
Firepower97draft
Committed $50bn to OpenAI's round, and AWS posted operating income of $16.6bn in Q2 2026.
reported news.bloomberglaw.comsourced ir.aboutamazon.com
Deal Heatunrated
The Atlas reports no deal talks, pending deal, listing plan or stated acquisition plan for this company.

Key figures

$42.2bnAWS sales, Q2 2026 +37%AWS growth $16.6bnAWS operating income

From the Atlas key figure: AWS sales $42.2bn in Q2 2026, up 37%, with operating income of $16.6bn. Amazon's net income included $53.4bn of non-operating gains, mainly from its Anthropic investments. Source: ir.aboutamazon.com.

TickerNASDAQ: AMZN

ListedPublic

HQSeattle, Washington

Founded1994

CEOAndrew R. Jassy

Profile

Retail, AWS and its own Trainium AI chips.

Cloud and compute · Public cloud · Starter

Key figure AWS sales $42.2bn in Q2 2026, up 37%, with operating income of $16.6bn. Amazon's net income included $53.4bn of non-operating gains, mainly from its Anthropic investments.

Why it leads Largest installed base, and the fastest growth in 18 quarters.

What could change it Google and Microsoft growing faster from smaller bases.

sourced ir.aboutamazon.com

Silicon · Custom chips for the biggest buyers · Second string

Key figure Anthropic's primary training partner (reported).

Why it may rise Trainium gives AWS a cost advantage and a reason for AI labs to build on its cloud.

What could change it Labs spreading workloads across several chip families.

sourced maginative.com

Internet and consumer platforms · Search, social and advertising · Starter

Key figure Advertising services $19.8bn in Q2 2026, up 26%.

Why it leads Ads placed where people are already shopping.

What could change it Whether AI shopping assistants route buyers around its pages.

reported theatdb.com

Internet and consumer platforms · Video and streaming · Second string

Key figure Prime Video at 4.2% of TV time in June 2026.

Why it may rise Bundled with shipping.

What could change it Ad load and sports rights.

sourced mediapost.com

Internet and consumer platforms · Commerce platforms · Starter

Key figure Q2 2026 net sales $200.6bn, up 20%. AWS $42.2bn.

Why it leads Logistics, Prime and ads reinforce one another.

What could change it Agents shopping across sites.

sourced ir.aboutamazon.com

Connections

Allies and partners

Anthropic in AI models and platforms
Anthropic's primary training partner on Trainium. maginative.com
On the map
X-energy in Infrastructure and data centers
Deal that could reach up to 5 GW of nuclear power by 2039. techcrunch.com
On the map
Talen in Owners and backers
Susquehanna arrangement covering up to 1,920 MW. nuclearnewsnetwork.com
On the map

Rivals

Microsoft
Synergy's Q2 2026 split: Amazon 28%, Microsoft 20%, Google 15%. shattered.io
On the map

Owners and backers

funds Anthropic in AI models and platforms
Amazon's Q2 2026 net income included $53.4bn of non-operating gains, mainly from its Anthropic investments. ir.aboutamazon.com
On the map
funds OpenAI in AI models and platforms
Committed $50bn to OpenAI's round. About $35bn is contingent on an IPO or an AGI milestone. news.bloomberglaw.com
On the map

See Amazon and its connections on the map →

Sector standing

No. 2 of 13 rated in Cloud and compute

No. 7 of 32 rated in Silicon

No. 2 of 11 rated in Internet and consumer platforms

Ratings by Claude (draft), 2026-11-02, read from the Atlas data under the ratings rubric. Logo: commons.wikimedia.org. Wikimedia Commons: public domain, with a trademark restriction. The mark is a trademark of its owner.