Amazon (AWS)

AMZN

AI Data Centers·Listed

Tech Score51EmergingOPINION

Goal milestone A ~10 GW AI data-center campus in service

The world's largest cloud provider; the biggest AI-infrastructure spender, guiding ~$100B capex in 2025.

Founded1994 HQSeattle, WA, US Websiteaws.amazon.com ↗

Technology ↔ market gap Partial coverage

Verified technical progress over time. Market valuation overlays once delayed data connects.

Technical progress Market valuation

Trajectory builds as milestones accumulate.

Verified stage

3.0 / 5

Market-impliedAwaiting market data

GapOPINIONAwaiting market data

PriceAMZN

Catalysts

Stock-moving events from the newsroom feed — facts, not advice. No rating, no price target.

2026-09-10

Deal

The "$4 billion Qualcomm–Amazon deal" is Qualcomm issuing warrants to Amazon

source · CNBC ↗ read ↗

2026-08-31

Deal

AWS triples its Nvidia commitment to 3M GPUs — the 1M order ran out early

source · AWS ↗ read ↗

2026-07-27

Regulatory

Amazon files for a 5,105-satellite direct-to-phone network — a new front against AST and Starlink

source · CNBC ↗ read ↗

2026-06-24

Commercialization

Zoox redesigns its robotaxi for large-scale production

source · CNBC ↗ read ↗

Technical milestones

Verified progress on the Frontier Milestones tracker ↗

From the verified Frontier Milestones dataset.

2025-10

Stage 3

Largest cluster on custom (non-GPU) AI silicon

source ↗

Distance to goal 60%

A ~10 GW AI data-center campus in service

Market data

ListedAMZN

Connecting delayed market data…

Quantitative factors

Connecting delayed market data…

Commentary

No analyst commentary published yet.

Commentary reflects one analyst’s view and is not a recommendation. It is presented alongside factual data and is explicitly labelled opinion.

Discussion0

Member discussion. Not investment advice, solicitation, or a recommendation.

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For information only. Not investment advice and not a solicitation. Market data is delayed and provided “as is”; technical data is read from the Frontier Milestones verified dataset.