Amazon (Annapurna Labs)

Amazon (Annapurna Labs) is a major in the Design (Fabless) segment of the semiconductor & AI supply chain, headquartered in United States. Its key suppliers include Arm Holdings, Alphawave Semi, NVIDIA. Its key customers include Anthropic, Perplexity AI, Hugging Face.

Designs Graviton CPUs and Trainium AI chips for AWS via Annapurna Labs.

Ticker
NASDAQ: AMZN
Headquarters
United States
Revenue
$716.9B (FY2025) · +12.4% YoY
Net income
$77.7B
Operating margin
11.2%
Market position
major
Value-chain segment
Custom Silicon Designers, Hyperscalers
Key products
Graviton, Trainium, Nitro

About Amazon (Annapurna Labs)

Amazon (Annapurna Labs), headquartered in United States, operates in the Custom Silicon Designers and Hyperscalers segments of the semiconductor & AI supply chain and is positioned as a market major there. Its key products include Graviton, Trainium, Nitro. wafergraph maps 82 tracked suppliers and 4 tracked customers for Amazon (Annapurna Labs) across the value chain. It has a supply-chain criticality score of 7/100, with 17 companies downstream of it. Amazon (Annapurna Labs) is a party to 5 tracked deals, including Amazon invests $4B in Anthropic; Amazon doubles Anthropic stake to $8B; OpenAI–AWS $38B compute deal.

Role in the chain

Amazon (Annapurna Labs) is a market major in Design (Fabless) (Custom Silicon Designers), headquartered in United States. Designs Graviton CPUs and Trainium AI chips for AWS via Annapurna Labs.

Diligence questions

  1. The dataset records 82 tracked suppliers for Amazon (Annapurna Labs). Which of those edges are researched (named in a filing or primary source) versus segment-inferred, and what happens if one of them stops shipping?
  2. 15 of Amazon (Annapurna Labs)'s tracked suppliers are a monopoly or leader (including Accton Technology Corporation, Arm Holdings, ASE Technology, Broadcom). Which of those are actually single-source for the process step you care about?
  3. The dataset names 4 tracked customers for Amazon (Annapurna Labs). How concentrated is demand among those names, and which of them have a documented second source in this graph?
  4. Amazon (Annapurna Labs) is headquartered in United States. What jurisdiction, export-control or logistics risk sits at that HQ, versus at the fabs or plants the filings actually name?
  5. Amazon (Annapurna Labs) trades as NASDAQ:AMZN. What does the latest reported period say about capacity and backlog versus the graph position above?
  6. Before treating any edge as a verified relationship, check the provenance labels on the company page and the method note at /methodology.

Full diligence pack for Amazon (Annapurna Labs)

Key products

  • Graviton
  • Trainium
  • Nitro

Suppliers

Customers

More Design (Fabless) companies

Compare with

Apple · Alphabet (Google) · Microsoft · Broadcom · Meta Platforms · Tesla

Sources

Open the interactive supply-chain view →

Cite as: wafergraph, “Amazon (Annapurna Labs) — supply chain, financials & market position”, https://wafergraph.com/company/amazon (data as of 2026-09-05).

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