{"id":"70ce5941-673a-49ed-9850-48149cdc25ad","name":"AWS","slug":"aws","description":"[Amazon web services](/companies/amazon-web-services) (AWS) is the cloud computing division of Amazon, providing on-demand cloud platforms including compute, storage, database, and AI/ML services. AWS powers infrastructure for autonomous vehicle simulation, robotics development, and AI training workloads.","status":"subsidiary","founded":2006,"hq":"Seattle, Washington, USA","hqLat":47.6038321,"hqLng":-122.330062,"hqGeocodedAt":"2026-08-23T21:35:41.627Z","hqAddress":null,"hqPrecision":null,"website":"https://aws.amazon.com","fundingTotal":null,"type":"brain","roles":["data_center_operator"],"reviewStatus":"reviewed","heatIndex":65,"lifecycleState":"active","supersededByCompanyId":null,"sources":[{"url":"https://www.constellationenergy.com/news/2026/09/constellation-and-amazon-announce-20-year-power-purchase-agreement-at-calvert-cliffs.html","title":"Constellation and Amazon Announce 20-Year Power Purchase Agreement Adding 190 Megawatts of Nuclear Capacity at Calvert Cliffs","sourceName":"Constellation Energy","publishedAt":"2026-09-30"},{"url":"https://www.streetinsider.com/Reuters/Constellation%2C+Amazon+sign+20-year+power+deal+to+support+Maryland+nuclear+plant/27129622.html","title":"Constellation, Amazon sign 20-year power deal to support Maryland nuclear plant","sourceName":"Reuters via StreetInsider","publishedAt":"2026-09-30"},{"url":"https://aws.amazon.com/ec2/capacityblocks/pricing/","title":"Amazon EC2 Capacity Blocks for ML Pricing","sourceName":"AWS","publishedAt":"2026-10-01"},{"url":"https://www.reuters.com/business/retail-consumer/amazon-seeks-offload-8-billion-nvidia-chips-investors-ft-reports-2026-10-02/","title":"Amazon seeks to offload $8 billion of Nvidia chips to investors, FT reports","sourceName":"Reuters","publishedAt":"2026-10-02"},{"url":"https://www.channelnewsasia.com/business/amazon-seeks-offload-8-billion-nvidia-chips-investors-ft-reports-6426021","title":"Amazon seeks to offload $8 billion of Nvidia chips to investors, FT reports","sourceName":"CNA (Reuters)","publishedAt":"2026-10-02"},{"url":"https://financialpost.com/technology/amazon-offload-8bn-nvidia-chips-investors","title":"Amazon seeks to offload US$8 billion of Nvidia chips to investors","sourceName":"Financial Post (Financial Times)","publishedAt":"2026-10-02"},{"url":"https://www.aboutamazon.com/news/company-news/amazon-data-centers-built-together","title":"The race our nation can't afford to lose, plus a new commitment from us and a fresh set of community investments (Built Together)","sourceName":"About Amazon (Matt Garman / AWS CEO)","publishedAt":"2026-10-02"},{"url":"https://www.reuters.com/business/retail-consumer/amazon-invest-1-billion-over-five-years-us-data-center-communities-2026-10-02/","title":"Amazon to invest $1 billion over five years in US data center communities","sourceName":"Reuters","publishedAt":"2026-10-02"},{"url":"https://www.geekwire.com/2026/amazon-pledges-1b-to-data-center-communities-warns-that-local-opposition-threatens-u-s-ai-lead/","title":"Amazon pledges $1B to data center communities, warns that local opposition threatens U.S. AI lead","sourceName":"GeekWire","publishedAt":"2026-10-02"},{"url":"https://techcrunch.com/2026/10/03/amazon-responds-to-data-center-backlash-says-it-no-longer-uses-ndas/","title":"Amazon responds to data center backlash, says it no longer uses NDAs","sourceName":"TechCrunch","publishedAt":"2026-10-03"},{"url":"https://www.theverge.com/tech/1004362/amazon-no-longer-uses-ndas-with-government-agencies-it-works-with-on-data-center-projects","title":"Amazon no longer uses NDAs with government agencies it works with on data center projects","sourceName":"The Verge","publishedAt":"2026-10-02"},{"url":"https://www.aboutamazon.com/news/aws/aws-physical-ai-toolchain-build-intelligent-machines","title":"How AWS is helping companies build physical AI machines that think","sourceName":"About Amazon","publishedAt":"2026-10-08"},{"url":"https://github.com/aws-samples/sample-aws-physical-ai-toolchain","title":"aws-samples/sample-aws-physical-ai-toolchain","sourceName":"GitHub (AWS Samples)","publishedAt":"2026-10-08"},{"url":"https://www.therobotreport.com/aws-launches-open-source-physical-ai-toolchain-for-robotics/","title":"AWS launches open-source Physical AI Toolchain for robotics","sourceName":"The Robot Report","publishedAt":"2026-10-08"},{"url":"https://finance.yahoo.com/technology/ai/articles/amazon-aws-ceo-just-sent-121118385.html","title":"Amazon's AWS CEO Just Sent Shivers Down the Spines of AI Bears. Supply is Mostly 'Spoken For' Through 2028.","sourceName":"24/7 Wall St. (Yahoo Finance)","publishedAt":"2026-08-05"},{"url":"https://www.aboutamazon.com/news/innovation-at-amazon/torchneuron-pytorch-aws-trainium-chips-ai","title":"Amazon opens its AWS Trainium AI chips to every PyTorch developer, no rewrite needed","sourceName":"About Amazon","publishedAt":"2026-10-19"},{"url":"https://pytorch.org/blog/introducing-torchneuron-native-pytorch-backend-for-aws-trainium/","title":"Introducing TorchNeuron: Native PyTorch backend for AWS Trainium","sourceName":"PyTorch Blog","publishedAt":"2026-10-19"},{"url":"https://www.businessinsider.com/amazon-220-billion-ai-bet-data-centers-spending-challenges-2026-10","title":"AWS's CFO joked about the financial toll of AI. An internal recording reveals why.","sourceName":"Business Insider","publishedAt":"2026-10-19"},{"url":"https://www.investing.com/news/stock-market-news/amazon-cloud-capacity-sold-out-through-2027-ceo-jassy-says-4970506","title":"Amazon cloud capacity sold out through 2027, CEO Jassy says","sourceName":"Reuters via Investing.com","publishedAt":"2026-10-23"},{"url":"https://www.datacenterdynamics.com/en/news/aws-plans-to-expand-data-center-footprint-in-montgomery-county-missouri/","title":"AWS plans to expand data center footprint in Montgomery County, Missouri","sourceName":"DatacenterDynamics","publishedAt":"2026-10-26"},{"url":"https://www.sec.gov/Archives/edgar/data/1018724/000101872426000038/amzn-20260930xex991.htm","title":"Amazon.com Announces Third Quarter Results (Form 8-K exhibit 99.1)","sourceName":"SEC EDGAR","publishedAt":"2026-10-29"},{"url":"https://ir.aboutamazon.com/news-release/news-release-details/2026/Amazon-com-Announces-Third-Quarter-Results/","title":"Amazon.com Announces Third Quarter Results","sourceName":"Amazon","publishedAt":"2026-10-29"},{"url":"https://x.com/nigeldrummond/status/2116178730892587162","title":"AWS Q3 post","sourceName":"X (@nigeldrummond)","publishedAt":"2026-10-30"}],"keyFacts":[{"label":"Capacity Block prices (company-claimed)","value":"Up about 15% from Oct 7 2026: P6-B300 $16.146 and P6-B200 $14.208 per accelerator-hour. On-Demand prices unchanged."},{"label":"Physical AI Toolchain (company-claimed)","value":"Oct 2026: Open-source reference architectures for robot data, training, simulation and edge deployment, pairing SageMaker with NVIDIA Isaac Sim, Isaac Lab, GR00T and Cosmos."},{"label":"Constellation power (company-claimed)","value":"Sep 2026: A retail supply deal with Constellation for Amazon's PJM operations, alongside the 690 MW Calvert Cliffs nuclear agreement."},{"label":"Chip leaseback (company-claimed)","value":"Amazon is exploring moving about $8B of NVIDIA Grace Blackwell chips into an investor-funded vehicle and leasing them back."},{"label":"Built Together (company-claimed)","value":"Oct 2026: AWS CEO Matt Garman announced $1B+ over five years for data-center communities, citing over 100 local moratoriums under consideration."},{"label":"Capacity spoken for (company-claimed, Aug 2026)","value":"AWS CEO Matt Garman said much of AWS capacity is already spoken for through 2027 and into 2028, and demand still significantly outstrips supply."},{"label":"TorchNeuron (company-stated, Oct 2026)","value":"Native PyTorch backend for Trainium2 and Trainium3; existing code runs by switching the device. Open source under Apache 2.0, public beta from Oct 20 2026."},{"label":"GB300 racks staged awaiting power (reported, Oct 2026)","value":"Business Insider: some AWS sites had room but not enough power to run new NVIDIA GB300 racks, so racks were staged in warehouses. Amazon calls staging near sites standard practice."},{"label":"GB300 rack deliveries (reported, Oct 2026)","value":"An August Amazon email projected about $5B of NVIDIA GB300 racks delivered that month, then about $3B a month, under a new Early Rack Receipt process, per Business Insider."},{"label":"Capacity sold out (CEO-stated, Oct 2026)","value":"Amazon CEO Andy Jassy said AWS capacity for 2026 is sold out, 2027 is largely sold out and a good chunk of 2028 is committed, despite about $220B of planned 2026 capex."},{"label":"Danville, MO campus proposal (reported, Oct 2026)","value":"Amazon told Montgomery County officials it may build up to 15 data center buildings on about 890 acres near Danville, apart from New Florence. Land not yet bought; build 2027 to 2029."},{"label":"Q3 2026 results (company-reported)","value":"AWS segment sales $46.0B, up 39% year over year, with $17.8B operating income. Amazon cites a $184B annualized run rate and projects over 40% growth in both 2027 and 2028."}],"aliases":["Amazon Web Services","Amazon Web Services (with STACK Infrastructure)"],"collisionRisk":"low","reviewNote":null,"atsProvider":null,"atsSlug":null,"factoryLocations":null,"manufacturingCapacity":null,"orgType":null,"burnSignal":null,"litigationEvents":null,"insurancePostureDisclosed":null,"unitEconomicsDisclosed":null,"tickerSymbol":null,"stockExchange":null,"secCik":null,"revenueUsd":null,"revenueBasis":null,"revenueAsOf":null,"employeeCount":null,"employeeCountBasis":null,"employeeCountAsOf":null,"marketCapUsd":null,"marketCapAsOf":null,"marketCapSource":null,"createdAt":"2026-08-18T03:22:35.387Z","updatedAt":"2026-10-30T15:58:49.099Z","jsonLd":{"@context":"https://schema.org","@type":"Organization","@id":"https://registry.deploy.report/companies/aws","url":"https://registry.deploy.report/companies/aws","name":"AWS","alternateName":["Amazon Web Services","Amazon Web Services (with STACK Infrastructure)"],"description":"[Amazon web services](/companies/amazon-web-services) (AWS) is the cloud computing division of Amazon, providing on-demand cloud platforms including compute, storage, database, and AI/ML services. 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