Amazon.com, Inc.

“In Q4, we announced that we will enable AWS with NVLink to integrate with their custom silicon.”

NVIDIA enabling AWS to pair NVLink with Amazon's custom silicon indicates deeper integration between NVIDIA networking and AWS in-house chips.

“This past year alone, we did nearly $1.5 billion of total contract value on the AWS marketplace, growing nearly 50% year-over-year.”

CrowdStrike transacted nearly $1.5B of TCV via the AWS marketplace (up ~50% YoY), a positive read-through for AWS marketplace volumes and the CrowdStrike-AWS partnership.

“AWS, Google Cloud, Microsoft Azure, and OCI have boosted AI inference performance for enterprise cloud customers.”

AWS (Amazon) is cited as adopting NVIDIA Dynamo to boost AI inference for cloud customers.

“it was only 1 year ago that we announced with AWS a warrant and strategic arrangement with them.”

Marvell expanded its warrant/strategic arrangement with AWS to add a photonic-fabric 'swim lane,' and AWS publicly supported the Celestial AI acquisition, reinforcing AWS as a key custom-silicon customer.

“AWS selected Falcon NextGen SIEM as the default SIEM for all their customers.”

AWS made CrowdStrike's Falcon NextGen SIEM the default SIEM in its Security Hub console for millions of AWS customers, a major distribution partnership win for CrowdStrike and a security-content expansion for AWS.

“our growth with AWS is very strong, and it's going as expected.”

Flex reports strong, on-plan growth with hyperscale customer AWS (tied to an Amazon warrant deal), signaling continued AWS data center hardware buildout.

“AWS launched its fifth-generation Graviton processor with 192 cores, doubling the core count from Graviton four and delivering 25% higher performance and up to 33% lower latency versus Graviton four.”

AWS's fifth-generation Arm-based Graviton processor doubles core count, a positive royalty signal for Arm's data center business.

“In Q3, we introduced a new capability, enabling Amazon S3 Access Points for Amazon FSx for NetApp ONTAP.”

NetApp's first-party integration with AWS (Amazon FSx for NetApp ONTAP) deepens, connecting AWS AI and analytics services to NetApp data.

“We delivered significant growth with AWS, beginning Q3 with two AWS regions live, exiting Q3 with eight AWS regions live; we will exit Q4 with 22 AWS regions live.”

AWS is scaling as an Oracle multicloud database partner, with live regions growing from two to a planned 22, representing incremental cloud demand routed through Amazon's cloud.

“that is where you will see the majority of the Amazon volume. It is still ramping, and it is not material in this quarter”

FedEx is onboarding Amazon home-delivery (big-and-heavy) volume through its ground/home-delivery network; it is still ramping, expected to be accretive but not a top customer.

“We're thrilled to have AWS, Google Cloud, PwC and Glean among the first to sign on.”

AWS is among the first partners to join Workday's new AI Agent Partner Network and AI Agent Gateway.

“Further into the SMB market, Amazon Business Prime selected CrowdStrike Falcon Go for millions of businesses around the world.”

Amazon is bundling CrowdStrike's Falcon Go into Business Prime subscriptions, giving CrowdStrike a distribution channel into millions of small businesses.

“Mean you only have to look at L'Oreal as an example too of just how fast that business is growing and how happy our partners have been”

Amazon holds up L'Oreal as an example of a luxury brand growing quickly on the Amazon store, a positive read-through on L'Oreal's Amazon partnership.

“You mentioned Project Rainier Anthropic is building their next they're training the next Claude model on top of Tranium two.”

Amazon says Anthropic is training its next Claude model on AWS Trainium chips via Project Rainier, a read-through on Anthropic's deep compute partnership with AWS.