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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
OpenAI GPT-5.4 and GPT-5.5 models now available in US East (N. Virginia) on Amazon Bedrock

Today, AWS announces the expanded availability of OpenAI's GPT-5.4 and GPT-5.5 models, which are now available in the US East (N. Virginia) Region on Amazon Bedrock. With GPT-5.4 and GPT-5.5, you can build generative AI applications across reasoning, coding, computer use, document workflows, and long-running agentic tasks. GPT-5.5 is OpenAI's most capable model, designed for advanced coding, research, analysis, software operation, document workflows, and long-running agentic tasks. It can understand open-ended goals, use tools, reason across longer workflows, navigate ambiguity, and carry complex tasks through to completion with less orchestration. GPT-5.4 brings frontier reasoning, coding, computer use, long-context workflows, and tool use to production applications that interpret context, interact with tools, operate software environments, and verify outputs across multiple steps. Both models support a 272K-token context window, accept text and image input, and are available through

blog_post
Amazon OpenSearch Service launches MCP Apps for agentic observability

Amazon OpenSearch Service now supports MCP Apps, bringing observability workflows directly into compatible agentic IDEs such as Claude Desktop and VS Code. With this capability, your AI agent in local environment can investigate incidents using logs, traces, metrics, and alerts stored in OpenSearch domains, collections and Amazon Managed Service for Prometheus. You can easily review and verify the results in interactive MCP App visualizations without leaving your local environment. Each MCP App tool call returns a dual response, a concise text summary for your agent to reason over and an interactive visualization rendered in the same conversation thread for you to review. You can work alongside your observability agent from firing an alert, perform root cause analysis, exploring distributed traces, service maps, PromQL metric charts, and cross-signal correlations all within a single conversation. Available MCP App tools cover log, metrics and trace investigation, service performance, t

blog_post
Amazon ECS Managed Daemons now support inter-task visibility and communication

Amazon ECS Managed Daemons now support inter-task visibility and communication, enabling customers to deploy tracing, profiling, and security agents that require access to application processes and shared IPC resources on ECS Managed Instances . With this launch, you can configure two new settings in ECS daemon definitions: pidMode controls whether the daemon can see all processes on the instance, and ipcMode controls whether the daemon shares an IPC namespace with other containers on the instance. Setting either to "shared" grants the daemon access to the respective namespace; the default of "none" keeps daemons isolated from application containers and other tasks. These settings let you run process-aware and IPC-dependent agents as ECS daemons instead of embedding them as sidecars in application task definitions. ECS places exactly one daemon task per managed instance and starts daemons before application tasks, so platform teams can deploy and update agents independently with consis

blog_post
Amazon EC2 M9g and M9gd general purpose instances are now available

Starting today, Amazon Elastic Compute Cloud (Amazon EC2) M9g and M9gd instances , powered by AWS Graviton5 processors, are generally available. AWS Graviton5 processors are the fifth generation of custom-designed AWS processors, delivering the best price performance for general purpose workloads running on Amazon EC2 . ​​M9g instances serve a broad range of general-purpose workloads including application servers, microservices, gaming, caching, and containers, while also delivering the performance needed for agentic AI use cases like real-time reasoning, code generation, and multi-step orchestration.   ​​M9gd instances offer local NVMe-based SSD block-level storage for customers that require high-speed, low-latency local storage, such as media processing, batch and log processing, and applications that need access to temporary storage including caches and scratch files.​ ​​​M9g and M9gd instances deliver up to 25% better compute performance compared to AWS Graviton4-based M8g and

blog_post
Amazon EC2 P6-B200 instances are now available in the AWS GovCloud (US-East) Region

Starting today, Amazon Elastic Compute Cloud (Amazon EC2) P6-B200 instances accelerated by NVIDIA Blackwell GPUs are available in AWS GovCloud (US-East) Region. These instances offer up to 2x performance compared to P5en instances for AI training and inference. P6-B200 instances feature 8 Blackwell GPUs with 1440 GB of high-bandwidth GPU memory and a 60% increase in GPU memory bandwidth compared to P5en, 5th Generation Intel Xeon processors (Emerald Rapids), and up to 3.2 terabits per second of Elastic Fabric Adapter (EFAv4) networking. P6-B200 instances are powered by the AWS Nitro System, so you can reliably and securely scale AI workloads within Amazon EC2 UltraClusters to tens of thousands of GPUs. P6-B200 instances are now available in p6-b200.48xlarge size in the following AWS Regions: US West (Oregon), US East (N. Virginia, Ohio), AWS GovCloud (US-West) and AWS GovCloud (US-East) Region. To learn more about P6-B200 instances, visit Amazon EC2 P6 instances.

blog_post
AWS Cost and Usage Report 2.0 now supports table configurations update

AWS today announces that AWS Cost and Usage Report 2.0 (CUR 2.0) now supports updates to data table configurations via the AWS Management Console and SDK/CLI. This capability allows customers to modify their existing exports to take advantage of new CUR 2.0 features without having to delete and recreate their exports. Previously, customers configured CUR 2.0 exports with specific table settings — including export content, time granularity, column selection, export format, and destination settings. When AWS introduces new features, such as additional columns and finer row-level granularity, existing export settings intentionally remained unchanged to protect ETL jobs that depended on a stable schema. However, customers who wanted to adopt these new capabilities and were ready for the new schema couldn't simply update their preference in existing export. They had to delete their existing export and create a new one with the new preference. With this launch, customers can update their tab

blog_post
Amazon FSx for OpenZFS Intelligent-Tiering storage class is now available in 8 additional AWS Regions

You can now create Amazon FSx for OpenZFS file systems with the Intelligent-Tiering storage class in 8 additional AWS Regions across the US, Europe, Asia Pacific, and South America. FSx Intelligent-Tiering is built for general-purpose file workloads such as file shares, archives, media libraries, and migrations from on-premises HDD storage. It automatically moves your data across three storage tiers (Frequent Access, Infrequent Access, and Archive) based on access patterns, and an optional SSD read cache keeps your active data fast. You get high performance for active workloads and low-cost storage for everything else, paying only for what you store with no capacity to manage. With FSx Intelligent-Tiering, you can save up to 85% compared to the FSx SSD storage class and up to 20% compared to on-premises HDD-based NAS. With this expansion, the FSx Intelligent-Tiering storage class is now available for FSx for OpenZFS file systems in the following additional AWS Regions: US West (N. Cali

blog_post
Amazon SageMaker Unified Studio Notebooks now support EMR Serverless

Amazon SageMaker Unified Studio Notebooks now support Amazon EMR Serverless with Apache Spark Connect, giving data engineers and analysts more flexibility in choosing their Spark runtime for interactive analytics and data engineering workloads. In addition to Amazon Athena Spark, users can now leverage Amazon EMR Serverless as their Spark runtime, selecting the optimal engine based on their requirements. With this launch, you can run PySpark and Spark SQL on an EMR Serverless Spark Application in Notebook cells. Users can select their Spark runtime from the Notebook side panel, and the selected runtime applies to both Python and SQL cells. Additionally, users can leverage SageMaker Data Agent, the built-in AI assistant, to generate code and execution plans from natural language prompts, accelerating Spark development workflows with EMR Serverless. Organizations can leverage pre-initialized capacity to improve session start times, while benefiting from unified Spark UI monitoring across

blog_post
Amazon S3 Access Grants are now available in the AWS European Sovereign Cloud (Germany) Region

You can now create Amazon S3 Access Grants in the AWS European Sovereign Cloud (Germany) Region. Amazon S3 Access Grants map identities in directories such as Microsoft Entra ID, or AWS Identity and Access Management (IAM) principals, to datasets in S3. This helps you manage data permissions at scale by automatically granting S3 access to end users based on their corporate identity. Visit the AWS Region Table for complete regional availability information. To learn more about Amazon S3 Access Grants, visit our product page .

blog_post
AWS FinOps Agent is now available in preview

Today, AWS announces the preview of AWS FinOps Agent, a frontier agent for FinOps practitioners and engineering teams that answers cost questions, surfaces optimization opportunities, automatically investigates cost anomalies, and runs recurring FinOps workflows on a schedule you define. With the AWS FinOps Agent, you can ask questions about your AWS costs and generate cloud cost reports for finance and engineering teams. The agent surfaces rightsizing, idle resource, and Savings Plans recommendations from AWS Cost Optimization Hub and AWS Compute Optimizer, and can open Jira tickets on your behalf. When a cost anomaly is detected, FinOps Agent can automatically investigate the root cause and can post the findings to a Slack channel, so engineering teams are notified without manual triage. AWS FinOps Agent (preview) is available in the US East (N. Virginia) Region and includes cost and usage data covering all AWS Regions, except AW

blog_post
Announcing metal-48xl and metal-96xl for Amazon EC2 network/EBS instances

AWS is announcing the general availability of metal-48xl and metal-96xl sizes for Amazon Elastic Compute Cloud (Amazon EC2) M8in, M8ib, M8idn, M8idb, R8in, R8ib, R8idn, and R8idb instances. These instances are powered by custom sixth generation Intel Xeon Scalable processors, available only on AWS and feature the latest sixth generation AWS Nitro cards. These instances deliver up to 43% better compute performance per vCPU compared to previous generation M6in, M6idn, R6in, and R6idn instances. M8in, M8idn, R8in, R8idn instances deliver 600 Gbps network bandwidth, the highest network bandwidth among enhanced networking EC2 instances. M8in and R8in instances are ideal for workloads such as real-time big data analytics, distributed web scale in-memory caches, caching fleets for AI/ML clusters, and Telco applications such as 5G User Plane Function (UPF). M8idn and R8idn instances are ideal for network-intensive general purpose workloads requiring local storage, such as distributed compute,

blog_post
AWS announces Claude Fable 5, the first generally available Mythos-class model

Claude Fable 5 is generally available on AWS and makes Mythos-level capabilities available to all customers, with strong safeguards designed to make it safe for broader use. Fable 5 is state-of-the-art on nearly all tested benchmarks and delivers a step-change in autonomous knowledge work and coding for developers and enterprises building production AI applications. Claude Mythos 5, the same model without those safety classifiers, is available to a small group of customers who currently have access to Claude Mythos Preview. Claude Fable 5 can run for extended periods on complex knowledge work and coding tasks without intervention, representing a fundamental shift in the types of problems customers can solve with AI. It is built for professional tasks in finance, legal, marketing, sales, data, and engineering — proactively self-updating skills based on learnings, developing its own evaluation harnesses, and verifying its work before delivery.  Customers have two ways to access Clau

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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