Who Amazon buys from and sells to
Runs the largest US online store, its seller marketplace and ads business, and AWS, the largest cloud.
Part of Digital Advertising spending
Buys from 5
- NVIDIANVDAaccelerators for AWS
- TSMCTSMfabricates the Trainium and Graviton chips
- AristaANETdata centre switching
- VertivVRTpower and cooling
- Third-party sellersover half the units sold in the store
Sells to 6
- Shoppers and Prime membersonline retail and Prime subscriptions
- Third-party sellersfulfilment, commissions and advertising
- Businesses and startupsAWS compute, storage and AI services
- AnthropicTrainium clusters on AWS (Project Rainier)
- OpenAINVIDIA GPU capacity on AWS$38B over seven years (Nov 2025)
- US federal governmentAWS GovCloud and classified regions
Where the chain could break
- Much of the store's merchandise is made in China, exposed to US tariffs
- AWS AI growth leans on two labs, Anthropic and OpenAI
- Accelerator supply runs through NVIDIA and TSMC, including its own Trainium
Competes with
- MicrosoftMSFTcloud share
- AlphabetGOOGLcloud, and advertising against retail media
- WalmartWMTUS retail and same-day delivery
- PDD HoldingsPDDlow-price goods shipped from China via Temu
Mapped by hand from filings and company reporting, as of October 2026. It shows the relationships that matter most, not every contract: most are never disclosed, and agreements change.