Map / Data centers and cloud
Amazon (AWS) AMZN
Largest cloud; Trainium chips; investor in both Anthropic and OpenAI.
Depends on
- Marvell: Trainium programs. Marvell says it has signed programs at all three big US clouds. Futurum Group, 2026-08
- Constellation Energy: Calvert Cliffs, 690 MW. 20 years plus a $3B upgrade. Maryland Matters, 2026-09-30
- Vistra: Comanche Peak, 1.2 GW. 20 years starting 2027. Utility Dive, 2026-08
- Talen Energy: Susquehanna, 1.92 GW. Through 2042. World Nuclear News, 2025-06
- OpenAI: Models on AWS Bedrock. GPT models and Codex generally available on Bedrock after exclusivity ended. Amazon, 2026-09-08
Supplies
- Anthropic: Trainium capacity, up to 5 GW. About 1 GW by end-2026; Anthropic commits $100B+ over ten years. Anthropic, 2026-04-20
- Anthropic: $5B plus up to $20B. On top of the earlier $8B. Amazon, 2026-04-20
- OpenAI: $50B investment. Part of the $110B February round; $35B reportedly conditional. TechCrunch, 2026-02-27
- OpenAI: Trainium capacity, 2 GW+. $38B deal expanded by $100B. TechCrunch, 2026-02-27
Data as of 2026-10-01. Cite as: Ye, Mike. "Amazon (AWS)" (amazon). AI Lattice, dataset v0.1.0. https://ailattice.ai/e/amazon/. How to cite.