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.
UPSTREAM — SUPPLIERS
FOCAL NODE
AWS
World's largest cloud provider and AI infrastructure buyer
DOWNSTREAM — CUSTOMERS
No downstream customers mapped.
UPSTREAM — SUPPLIERS
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AWS
World's largest cloud provider and AI infrastructure buyer