Who supplies Amazon, who buys from it, and who competes with it. Membership is a disclosed business relationship, not a keyword match, and every row carries the sentence that proves it.
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Supply Chain & Partner Read-Through EngineActive
Proactive revenue read-through alerts whenever Amazon files 8-Ks, announces contracts, or beats guidance.
23 companies with a disclosed relationship to Amazon · 2 asserted but unconfirmed, hidden
| Ticker | Relationship | Role | Price | Market Cap | P/E | 1D | From High | Mentions | Catalyst Materiality | Alert |
|---|---|---|---|---|---|---|---|---|---|---|
| Compute (4) | ||||||||||
| NVDA | GPUs for AWS capacity | supplier | - | - | - | - | - | 7 | 15% exp77 | |
| MRVL | Co-designs Trainium accelerators | supplier | - | - | - | - | - | 5 | 15% exp77 | |
| AMD | EPYC CPUs and accelerators | supplier | - | - | - | - | - | 2 | 15% exp77 | |
| AVGO | Custom silicon and networking | supplier | - | - | - | - | - | 1 | 15% exp77 | |
| Memory & Storage (3) | ||||||||||
| WDC | Nearline storage | supplier | - | - | - | - | - | 69 | 20% exp79 | |
| MU | DRAM and HBM | supplier | - | - | - | - | - | 1 | 15% exp77 | |
| STX | Mass-capacity storage | supplier | - | - | - | - | - | 1 | 15% exp77 | |
| Logistics (2) | ||||||||||
| UPS | Parcel delivery, insourced over time | partner | - | - | - | - | - | 92 | 20% exp79 | |
| FDX | Parcel delivery and logistics | competitor | - | - | - | - | - | 7 | 15% exp77 | |
| Marketplace Vendors (2) | ||||||||||
| PEP | Snacks and beverage distribution | customer | - | - | - | - | - | 8 | 15% exp77 | |
| PG | Sells consumer brands through the marketplace | customer | - | - | - | - | - | 5 | 15% exp77 | |
| CPU & IP (1) | ||||||||||
| ARM | Graviton CPU architecture | supplier | - | - | - | - | - | 15 | 15% exp77 | |
| Networking (1) | ||||||||||
| ANET | Data-center switching | supplier | - | - | - | - | - | 11 | 15% exp77 | |
| Cooling & Thermal (1) | ||||||||||
| VRT | Power and thermal | supplier | - | - | - | - | - | 8 | 32% exp85 | |
| Cloud & Neocloud (1) | ||||||||||
| NFLX | AWS infrastructure customer and video competitor | customer | - | - | - | - | - | 3 | 15% exp77 | |
| Foundry (1) | ||||||||||
| TSM | Fabricates Trainium and Graviton | supplier | - | - | - | - | - | 3 | 15% exp77 | |
| Power (1) | ||||||||||
| CEG | Nuclear power purchase agreements | supplier | - | - | - | - | - | 2 | 32% exp85 | |
| Competitor (6) | ||||||||||
| TTD | Programmatic advertising | competitor | - | - | - | - | - | 16 | 15% exp77 | |
| COST | Retail | competitor | - | - | - | - | - | 2 | 15% exp77 | |
| GOOGL | Cloud and advertising | competitor | - | - | - | - | - | 2 | 15% exp77 | |
| MSFT | Cloud infrastructure | competitor | - | - | - | - | - | 2 | 15% exp77 | |
| TGT | Retail | competitor | - | - | - | - | - | 1 | 15% exp77 | |
| WMT | Retail and marketplace | competitor | - | - | - | - | - | 1 | 15% exp77 | |
Every row is backed by a quote from an earnings call or an SEC filing. Mentions counts how often the relationship is named across the last four quarters, which is why the most dependent companies sort to the top of each group. Catalyst Materiality computes hardware bottleneck exposure and priority.