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AWS SUPPLY CHAIN TRACE

CLOUD PROVIDERS🇺🇸 United States · AMZN · NASDAQ

AWS is the world's largest cloud provider and one of the biggest buyers of AI GPU infrastructure, deploying NVIDIA H100/H200 clusters at scale through its EC2 GPU instances while simultaneously designing its own Trainium and Inferentia chips to reduce dependence on NVIDIA. Its procurement decisions ripple through the entire upstream supply chain — multi-year GPU purchase agreements directly determine allocation priorities at TSMC and NVIDIA. AWS's dual strategy of buying NVIDIA GPUs and building custom silicon is increasingly influencing how the rest of the hyperscaler market positions itself.

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UPSTREAM — SUPPLIERS

Super Micro

Leading GPU server ODM for AI data centers

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SERVER ODMssupplies GPU servers to

Wiwynn

Major ODM server manufacturer for hyperscalers

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SERVER ODMssupplies GPU servers to

Vertiv

Critical power and thermal management for AI data centers

Chokepoint🇺🇸
POWER & COOLINGsupplies power & cooling to

Quanta Computer

World's largest ODM by revenue; primary AI server manufacturer for Google, Meta, Amazon, and Microsoft

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SERVER ODMssupplies AI servers to

Marvell

Custom AI ASIC and networking chip designer for hyperscalers; key supplier of Arm-based data center networking and storage controllers to AWS, Azure, and Google

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CHIP DESIGNERSsupplies custom networking ASICs to

TSMC

World's largest contract chip manufacturer

Chokepoint🇹🇼
FOUNDRIESfabricates Trainium/Inferentia custom AI chip dies for

Foxconn Industrial Internet (FII)

Foxconn's AI server ODM division; assembles GPU clusters for hyperscalers and enterprise AI deployments globally

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SERVER ODMssupplies AI servers to

Arista Networks

#1 cloud-scale Ethernet switch vendor; powers AI training cluster networking at AWS, Google, Meta, and Microsoft using Broadcom Tomahawk ASICs

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NETWORKINGsupplies datacenter Ethernet switches to

Cisco Systems

#2 data center networking vendor; Nexus 9000 series and proprietary Silicon One ASIC (TSMC-fabbed) serve enterprise AI and telco cloud deployments

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NETWORKINGsupplies networking equipment to

↓ all supply to AWS ↓

AWS

World's largest cloud provider and AI infrastructure buyer

UPSTREAM — SUPPLIERS ↑ · DOWNSTREAM — CUSTOMERS ↓
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↓ AWS supplies to ↓

Anthropic

AI safety company; creator of Claude LLM; primary cloud is AWS ($4B investment); secondary on Google Cloud ($2B); one of the largest AI training compute buyers outside hyperscalers

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AI CONSUMERSprovides primary AI cloud compute to

DOWNSTREAM — CUSTOMERS

About this company

QWhat is AWS's role in the AI chip supply chain?

World's largest cloud provider and AI infrastructure buyer

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