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AWS(AMZN)

Leader#1 in Cloud & Infrastructure

Amazon (NASDAQ: AMZN) AWS world's largest cloud at $115B FY2024 revenue with 30% market share; 200+ services with Bedrock AI platform and Trainium custom chips competing with Azure and Google Cloud for enterprise and AI infrastructure.

Best for: Public Cloud PlatformMarket leader
93
AI Score
Grade A
AI Visibility Score (Beta)
Cloud & InfrastructurePublic Cloud PlatformAMZNWebsiteUpdated March 2026
Market Share
30%
AI Supply Chain
earlysig.com/universe
Ticker
AMZN
Market Cap
$2.2T
AI Revenue
20%
Supply Layer
L4: Cloud & Compute Platforms
View on Early Signal →

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Capabilities
Public Cloud Platform

Company Overview

About AWS

Amazon Web Services (AWS) is the cloud computing division of Amazon.com, Inc. (NASDAQ: AMZN) — headquartered in Seattle, Washington — operating the world's largest and most comprehensive cloud platform with 200+ services spanning compute (EC2, Lambda, ECS, EKS), storage (S3, EBS, EFS), databases (RDS, DynamoDB, Redshift, Aurora), AI and machine learning (SageMaker, Bedrock, Rekognition, Polly), networking (VPC, Route 53, CloudFront CDN), developer tools (CodeBuild, CodeDeploy, CodePipeline), and industry-specific cloud services for healthcare, financial services, and government. AWS generated $115 billion in revenue in fiscal year 2024 (+18% year-over-year) and $33 billion in Q3 2025 revenue (+20% year-over-year), maintaining approximately 30% global cloud infrastructure market share as the largest of the three dominant hyperscale cloud providers.

Business Model & Competitive Advantage

AWS's market position rests on its 2006 first-mover advantage (S3 and EC2 launched in 2006, establishing AWS as the default cloud platform during the pivotal decade of enterprise cloud migration) and its depth of service portfolio: AWS offers 200+ services compared to Azure's 200+ and Google Cloud's 150+, but AWS's services have the longest track record of production deployments, the most mature pricing models, and the deepest partner ecosystem (100,000+ APN partners providing migration, managed services, and industry solutions). The AWS Marketplace (10,000+ third-party software listings deployable directly into AWS accounts) and the 4.19 million active AWS customers (357% growth since 2020) create the platform flywheel — more customers attract more ISV integrations, which attract more enterprise buyers. AWS Bedrock (managed access to foundation models including Anthropic's Claude, Meta's Llama, and AWS's own Titan models) is the AI infrastructure layer that has become the fastest-growing AWS service category.

Competitive Landscape 2025–2026

In 2025, AWS (NASDAQ: AMZN) competes in the cloud infrastructure, PaaS, and AI cloud platform market with Microsoft Azure (NASDAQ: MSFT, ~23% cloud market share, fastest-growing due to Microsoft 365 and Azure OpenAI integration), Google Cloud (NASDAQ: GOOGL, ~12% cloud market share, AI/ML strength from DeepMind and Vertex AI), and Oracle Cloud Infrastructure (NYSE: ORCL, enterprise database migration) for enterprise and developer cloud infrastructure spending. The generative AI infrastructure buildout (AI training and inference compute) is the primary growth driver in the 2025-2026 cloud market — AWS Trainium (custom AI training chips) and Inferentia (inference chips) provide the custom silicon alternative to NVIDIA GPU instances that enterprises are deploying for large-scale AI model training. The 2025 strategy focuses on AWS Bedrock enterprise AI platform growth, the Amazon Q AI assistant for developer productivity and enterprise knowledge management, and defending market share against Azure's OpenAI partnership advantage in enterprise AI procurement conversations.

Founded
2006
Headquarters
Seattle, Washington, USA
Revenue
$115B
Curated content • Fact-checked and verified

The AWS Story

Founded in 2006
Seattle, Washington, USA
Founded by Jeff Bezos, Andy Jassy

The Breakthrough Moment

In 2003, during an executive retreat at Jeff Bezos's house, Amazon's leadership conducted an exercise identifying core competencies and realized the company had become highly skilled at running reliable, scalable, cost-effective data centers. Jassy and Bezos recognized this as an opportunity to offer infrastructure services to external customers, leading to the vision of AWS.

Original Mission

"To transform Amazon's internal infrastructure capabilities into accessible, scalable cloud services that enable businesses of all sizes to leverage enterprise-grade computing power and data storage on demand"

Founders

Jeff BezosAndy Jassy

Recent Activity

View all →
blog_post
Amazon Bedrock now supports SpaceXAI Grok 4.6

Amazon Bedrock now supports SpaceXAI Grok 4.6, SpaceXAI's latest flagship model built for long-running agents and ambitious interactive and visual work. Grok 4.6 offers a 500K context window and configurable reasoning  efforts (low, medium, high, xhigh).  Grok 4.6 builds on previous generations of Grok with a particular focus on staying with complex tasks across many steps, whether researching a topic, analyzing information, working across a codebase, or turning an idea into a polished application. According to SpaceXAI, it achieves frontier intelligence across several agentic coding and knowledge work benchmarks, matching other frontier models specialized for coding. With Bedrock, customers can access the model with enterprise-grade security and privacy,  comprehensive monitoring and logging, and the flexibility to scale across AWS Regions with cross-Region inference.  Grok 4.6 is available in all AWS Regions where Amazon Bedrock is offered. To get started, re

blog_post
Amazon Bedrock now supports OpenAI models in India

Amazon Bedrock now supports the OpenAI GPT-5.6 models (Terra and Luna) in India, with India Geo cross-Region inference. Customers with regulatory requirements of in-country inferencing can now use OpenAI models at scale ensuring that inferencing is processed within India. Cross-Region inference automatically routes inference requests across multiple AWS Regions to give you higher throughput, without you needing to manage capacity across multiple Regions. The new India Geo inference profiles—in.openai.gpt-5.6-terra for Terra and in.openai.gpt-5.6-luna for Luna—route requests only within the India geography, across AWS Regions such as Asia Pacific (Mumbai) and Asia Pacific (Hyderabad), so you can scale to meet demand while keeping data processed within India to meet data residency requirements. The models run on the bedrock-runtime endpoint with support for the Responses, Chat Completions, and Converse APIs, and work with the same account-level controls you already use for other models o

blog_post
AWS IAM identity federation to external services is now available in AWS European Sovereign Cloud Region

AWS Identity and Access Management (IAM) now enables AWS workloads in the AWS European Sovereign Cloud (Germany) Region to securely authenticate with external services using short-lived JSON Web Tokens (JWTs). The AWS European Sovereign Cloud is an independent cloud for Europe entirely located within the European Union (EU), designed to help customers meet their evolving sovereignty requirements. With outbound identity federation, AWS workloads can securely authenticate with third-party cloud providers, SaaS providers, and self-hosted applications without using long-term credentials or implementing complex workarounds. Customers can exchange their AWS IAM credentials for cryptographically signed, short-lived JWTs, providing a simple and secure mechanism to access external services. These tokens contain rich context about the AWS workloads, enabling external services to implement fine-grained access control. Administrators can control access to token generation and enforce token propert

blog_post
Amazon Corretto August 2026 Critical Security Patch Updates

On Aug 18, 2026, Amazon announced critical security patch update (CSPU) for Amazon Corretto Long-Term Support (LTS) and Feature Release (FR) versions of OpenJDK. Corretto 26.0.2.11.1, 25.0.4.8.1, 21.0.12.9.1, 17.0.20.10.1, 11.0.32.10.1, and 8u504 are now available for download . Amazon Corretto is a no-cost, multi-platform, production-ready distribution of OpenJDK. Visit Corretto home page to download Corretto 26, Corretto 25, Corretto 21, Corretto 17, Corretto 11, or Corretto 8. You can also get the updates on your Linux system by configuring a Corretto Apt, Yum, or Apk repo . Feedback is welcomed !

blog_post
AgentCore payments is now generally available in Amazon Bedrock AgentCore

Today, AWS announces the general availability of AgentCore payments, a capability within Amazon Bedrock AgentCore that enables AI agents to autonomously discover, access, and pay for paid APIs, MCPs, and content with just a few lines of code. AgentCore payments provides the security, guardrails, and observability enterprises need to deploy transacting agents in production at scale. AgentCore payments integrates with Coinbase and Stripe Privy wallets for microtransactions, provides payment orchestration across protocols, enforces configurable payment limits at the infrastructure layer, and delivers end-to-end observability through AgentCore Observability. At general availability, AgentCore payments includes Quick Create for Coinbase credential provisioning directly within the AgentCore console, a curated Coinbase Bazar MCP server of pay-per-use x402 endpoints via AgentCore gateway, support for the Machine Payment Protocol (MPP), and the "upto" scheme in the x402 protocol for pay-per-inf

blog_post
Amazon SageMaker Unified Studio now supports data profiling and anomaly detection

Amazon SageMaker Unified Studio now supports data profiling and anomaly detection, powered by AWS Glue Data Quality. Data stewards, engineers and analysts can generate statistical profiles of their data to understand its shape and completeness, and track how these statistics change over time. Anomaly detection helps identify when data points drift from historical patterns without requiring predefined thresholds or custom rules. These capabilities are available for both data at rest in catalog tables and data in transit within Visual ETL jobs. With this launch, a dedicated Data profile tab on catalog tables provides on-demand and scheduled profiling that computes dataset-level and column-level statistics. As profile history accumulates, anomaly detection builds a baseline of expected behavior and flags data points that fall outside the predicted range. This is particularly useful when you may not be aware of specific thresholds, or when expected values change over time and fixed rules c

blog_post
Amazon MWAA Serverless now supports PythonOperator and BashOperator

Amazon Managed Workflows for Apache Airflow (Amazon MWAA) Serverless now supports running custom Python functions and shell scripts directly in the serverless runtime using PythonOperator and BashOperator. With this launch, data engineering teams can execute the code patterns they rely on daily, including data transformations, format conversions, and data quality checks, without provisioning additional infrastructure. Package your Python modules or shell scripts as code packages, upload them to Amazon S3, and reference them when creating or updating a workflow. The service snapshots your code at workflow creation time and uses that snapshot for all subsequent runs, ensuring consistency across executions. This feature is available in all AWS Regions where Amazon MWAA Serverless is available. To learn more, visit Using Python and Bash operators .

blog_post
Amazon EC2 R8i instances are now available in Israel (Tel Aviv) region

Starting today, Amazon Elastic Compute Cloud (Amazon EC2) R8i instances are available in the Israel (Tel Aviv) region. These instances are powered by custom Intel Xeon 6 processors, available only on AWS, delivering the highest performance and fastest memory bandwidth among comparable Intel processors in the cloud. The R8i instances offer up to 15% better price-performance, and 2.5x more memory bandwidth compared to previous generation Intel-based instances. They deliver 20% higher performance than R7i instances, with even higher gains for specific workloads. They are up to 30% faster for PostgreSQL databases, up to 60% faster for NGINX web applications, and up to 40% faster for AI deep learning recommendation models compared to R7i.   R8i instances are a great choice for all memory-intensive workloads, especially for workloads that need the largest instance sizes or continuous high CPU usage. R8i instances offer 13 sizes including 2 bare metal sizes and the new 96xlarge size

blog_post
IAM Policy Autopilot now supports Terraform plan files

IAM Policy Autopilot can now generate baseline IAM policies directly from a Terraform plan file. IAM Policy Autopilot is an open source tool, launched at re:Invent 2025, that analyzes your code to deterministically create scoped-down IAM policies you can refine as your application evolves, reducing the time you spend writing IAM policies and troubleshooting access issues. Until now the tool analyzed application source code, but it was not possible to generate policies for deploying AWS infrastructure defined via Infrastructure as Code. Now you can pass a Terraform plan file as input, and IAM Policy Autopilot applies a deterministic analysis to produce a policy scoped to the CRUD functions of the resources in that plan. The generated policies reference specific resource ARNs rather than wildcards, when possible. Supporting policy generation for deploying AWS infrastructure defined via Terraform has been the most requested capability since IAM Policy Autopilot launched, and it complement

blog_post
PostgreSQL 19 Beta 3 is now available in Amazon RDS Database Preview Environment

Starting today, Amazon RDS for PostgreSQL 19 Beta 3 is available in the Amazon RDS Database Preview Environment , allowing you to evaluate the pre-release of PostgreSQL 19 on Amazon RDS for PostgreSQL. PostgreSQL 19 Beta 3 adds new capabilities for query performance and autovacuum management. The new pg_stat_autovacuum_scores view helps you monitor and tune autovacuum prioritization. Parallel autovacuum can now use multiple workers to speed up maintenance on large tables. The new pg_plan_advice module lets you lock in efficient query plans to avoid unexpected slowdowns. Eager aggregation improves analytical queries by grouping data earlier, so queries process fewer rows and complete faster. Beta 3 also includes bug fixes and stability improvements from the Beta 2 testing period. Refer to the PostgreSQL community announcement for more details. Amazon RDS Database Preview Environment database instances are retained for a maximum period of 60 days and are automatically deleted after the r

blog_post
Amazon WorkSpaces now supports Nested Virtualization

Amazon WorkSpaces now supports nested virtualization for Amazon WorkSpaces Personal and Amazon WorkSpaces Core Managed Bundles. With nested virtualization enabled, developers can run Docker Desktop, Windows Subsystem for Linux (WSL2), and other hypervisor-dependent tools directly on their Windows WorkSpaces, and KVM-based workloads, Android emulators, and nested containers on their Linux WorkSpaces - without needing separate physical hardware or workaround environments. Nested virtualization is supported on license-included (public and custom) bundles, Bring Your Own License (BYOL) bundles, and Bring Your Own Protocol (BYOP) bundles running Windows Server 2019, Windows Server 2022, Windows Server 2025, Windows 11, Ubuntu 22.04, Ubuntu 24.04, Red Hat Enterprise Linux 8, Red Hat Enterprise Linux 9, Rocky Linux 8, or Rocky Linux 9 with DCV protocol. Power (4 vCPU) or higher is recommended. Nested virtualization is not supported on GPU bundles, the PCoIP protocol, or Amazon WorkSpaces

blog_post
Amazon S3 Metadata and annotations are now available in AWS GovCloud (US) Regions

Amazon S3 Metadata and annotations are now available in AWS GovCloud (US-East) and AWS GovCloud (US-West) Regions, giving you the easiest and fastest way to discover, understand, and enrich your S3 data. S3 Metadata automatically captures system-defined details like object size and source, and stores them in Amazon S3 Tables, optimized for near real-time tabular queries that simplify business analytics and real-time inference applications. Annotations extend S3 Metadata so you can attach rich business context directly to your objects in JSON, XML, or YAML, with up to 1 GB per object. This gives your AI agents and analytics tools the context they need to find and use the right data without building or maintaining separate metadata systems. Annotations share the same durability and consistency properties as the object, move with the object during copy and replication operations, and are removed when the object is deleted. This makes it easy to keep context current as your data evolves. A

Company Timeline

Major milestones in AWS's journey

16
Total Events
2
Product Launches

Leadership Team

Meet the leaders behind AWS

Matt Garman

Chief Executive Officer (CEO)

Third CEO of AWS, appointed June 3, 2024. First product manager of AWS who helped build and launch core services. Joined Amazon in 2005 as an MBA intern and became full-time employee in 2006. Over 20 years of experience at Amazon and AWS.

Peter DeSantis

Senior Vice President, Utility Computing

Long-time AWS executive since 1998 who played critical role in building AWS from its 2006 launch. Key architect of EC2 (Elastic Compute Cloud). Promoted to Amazon's S-team (senior leadership) in 2019. Known for Monday Night Live keynote tradition at re:Invent.

Werner Vogels

Chief Technology Officer (CTO)

VP of Amazon and AWS CTO since January 2005. Joined Amazon in September 2004 as director of systems research. Holds Ph.D. in computer science from Vrije Universiteit Amsterdam. Thought leader on distributed systems and author of 'All Things Distributed' blog.

Greg Pearson

Senior Vice President, Global Sales Organizations

Leads combined AWS Global Sales, Worldwide Public Sector, Greater China Region, and Sales Strategy and Operations. Responsible for managing relationships with enterprise customers and government sectors globally.

Ruba Borno

Senior Vice President, Channels and Alliances

Leads combined Channels and Alliances organization including Worldwide Specialist Organization. Manages partner ecosystem and channel strategy for AWS services globally.

Uwem Ukpong

Senior Vice President, Global Services Organization

Leads Global Services Organization with expanded scope including Sovereign Cloud team and International Product Management. Manages professional services and consulting for AWS customers worldwide.

Kathrin Renz

Senior Vice President, AWS Industries

Leads AWS Industries organization focused on bringing industry-specific solutions to customers across vertical markets and specialized business domains.

Key Differentiators

Market Leader

AWS is recognized as a market leader in the Cloud Infrastructure sector, demonstrating strong industry presence and customer trust.

Enterprise Scale

With $115B in revenue, AWS operates at enterprise scale with proven market validation.

Significant Market Share

Commands 30% of the market, indicating strong competitive positioning and customer adoption.

Top 3 Ranked

Ranked #1 in the Cloud Infrastructure category, consistently recognized for excellence.

Frequently Asked Questions

Estimated Visibility Trend (Beta)

Simulated 8-week rolling score

93
→ Stable

Based on estimated brand signals. Historical tracking coming soon.

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