{
 "generated": "2026-11-01",
 "node": {
  "id": "org:amazon",
  "type": "Organization",
  "name": "Amazon（AWS）",
  "org_type": "Developer",
  "kind": "company",
  "homepage": "https://aws.amazon.com/",
  "aliases": [
   "AWS",
   "Amazon",
   "亚马逊"
  ],
  "entry": "base",
  "landscape": [
   {
    "map": "agent-dev-stack",
    "map_title": "Agent 开发栈",
    "card": "player-bedrock-agentcore",
    "title": "AWS Bedrock AgentCore",
    "layer": "部署 托管平台",
    "layer_id": "layer:agent-dev-stack--9",
    "role": "primary"
   },
   {
    "map": "compute-industry",
    "map_title": "AI 算力产业链",
    "card": "player-amazon-dc",
    "title": "Amazon",
    "layer": "数据中心 建造与运营",
    "layer_id": "layer:compute-industry--5",
    "role": "primary"
   },
   {
    "map": "compute-industry",
    "map_title": "AI 算力产业链",
    "card": "player-amazon-openai",
    "title": "Amazon · AWS",
    "layer": "数据中心 建造与运营",
    "layer_id": "layer:compute-industry--5",
    "role": "primary"
   },
   {
    "map": "compute-industry",
    "map_title": "AI 算力产业链",
    "card": "player-amazon-trainium",
    "title": "Amazon Trainium3",
    "layer": "芯片 设计",
    "layer_id": "layer:compute-industry--1",
    "role": "primary"
   },
   {
    "map": "compute-industry",
    "map_title": "AI 算力产业链",
    "card": "player-nuclear-ppa",
    "title": "核电PPA浪潮",
    "layer": "电力 / 冷却",
    "layer_id": "layer:compute-industry--6",
    "role": "primary"
   },
   {
    "map": "agent-dev-stack",
    "map_title": "Agent 开发栈",
    "card": "player-agent-plugins",
    "title": "Agent Plugins 1.0",
    "layer": "上下文 协议",
    "layer_id": "layer:agent-dev-stack--3",
    "role": "mention"
   },
   {
    "map": "chip-design-flow",
    "map_title": "芯片设计全流程",
    "card": "player-siemens-tessent",
    "title": "Siemens EDA Tessent AI",
    "layer": "DFT / 测试",
    "layer_id": "layer:chip-design-flow--9",
    "role": "mention"
   }
  ],
  "landscape_maps": [
   "agent-dev-stack",
   "chip-design-flow",
   "compute-industry"
  ],
  "landscape_n": 7,
  "degree": 0.0045,
  "n_apps": 0,
  "n_models": 1
 },
 "page": "https://xiaopingfeng.com/graph/e/org/amazon/",
 "out": [
  {
   "type": "invested_in",
   "sentence": "Amazon投资Anthropic",
   "direction": "out",
   "id": "org:anthropic",
   "name": "Anthropic",
   "since": "2023",
   "note": "累计已投 80 亿美元（2023、2024 各 40 亿）；2026-04 宣布再追加最多 250 亿美元（立即 50 亿，其余取决于商业里程碑），潜在总额约 330 亿美元",
   "status": "agent",
   "evidence": [
    {
     "kind": "media",
     "label": "媒体报道",
     "text": "The Next Web 2026-04：亚马逊再向 Anthropic 投入最多 250 亿美元，并换取十年云承诺",
     "url": "https://thenextweb.com/news/amazon-anthropic-25-billion-investment"
    },
    {
     "kind": "own",
     "label": "本站页面",
     "text": "本站 Landscape「AI 算力产业链」卡片「Amazon Trainium3」：AWS首款3nm自研芯片",
     "url": "https://xiaopingfeng.com/landscape/compute-industry/#player-amazon-trainium"
    }
   ]
  },
  {
   "type": "invested_in",
   "sentence": "Amazon投资OpenAI",
   "direction": "out",
   "id": "org:openai",
   "name": "OpenAI",
   "since": "2026-02-27",
   "note": "2026-02-27 宣布投资 500 亿美元（先 150 亿，条件满足后 350 亿）；2026-07-31 披露投资全部完成",
   "status": "agent",
   "evidence": [
    {
     "kind": "media",
     "label": "媒体报道",
     "text": "PYMNTS 2026-07-31：亚马逊完成对 OpenAI 的 500 亿美元投资",
     "url": "https://www.pymnts.com/news/artificial-intelligence/2026/amazon-completes-50-billion-dollar-investment-openai/"
    },
    {
     "kind": "media",
     "label": "媒体报道",
     "text": "CNBC 2026-02-27：OpenAI 宣布 1100 亿美元融资轮，亚马逊、NVIDIA、软银参与",
     "url": "https://www.cnbc.com/2026/02/27/open-ai-funding-round-amazon.html"
    },
    {
     "kind": "own",
     "label": "本站页面",
     "text": "本站 Landscape「AI 算力产业链」卡片「Amazon · AWS」：第二个为OpenAI建云的巨头，独家身份换来的",
     "url": "https://xiaopingfeng.com/landscape/compute-industry/#player-amazon-openai"
    }
   ]
  },
  {
   "type": "supplies_compute_to",
   "sentence": "Amazon向Anthropic供应算力",
   "direction": "out",
   "id": "org:anthropic",
   "name": "Anthropic",
   "since": "2026-04",
   "note": "2026-04 扩大合作：Anthropic 承诺到 2036 年在 AWS 上花费超过 1000 亿美元，获得最多 5GW、基于 Trainium 的算力；此前 Project Rainier 已用逾百万颗 Trainium2/3。Anthropic 公开 S-1（2026-10-26）写明至少 1100 亿美元，2026-05 至 2036-04",
   "status": "agent",
   "evidence": [
    {
     "kind": "media",
     "label": "媒体报道",
     "text": "The Next Web 2026-04：亚马逊再向 Anthropic 投入最多 250 亿美元，Anthropic 承诺 AWS 十年云支出 1000 亿美元以上",
     "url": "https://thenextweb.com/news/amazon-anthropic-25-billion-investment"
    },
    {
     "kind": "own",
     "label": "本站页面",
     "text": "本站 Landscape「AI 算力产业链」卡片「Amazon Trainium3」：AWS首款3nm自研芯片",
     "url": "https://xiaopingfeng.com/landscape/compute-industry/#player-amazon-trainium"
    },
    {
     "kind": "filing",
     "label": "监管 / 法律文件",
     "text": "Anthropic 公开 S-1：与 Amazon 的算力承诺至少 1100 亿美元，2026-05 至 2036-04",
     "url": "https://www.sec.gov/Archives/edgar/data/2130357/000162828026067168/anthropicpbc-sx1.htm"
    },
    {
     "kind": "media",
     "label": "媒体报道",
     "text": "GeekWire：从 Anthropic 的 IPO 文件看各家科技巨头拿到多少算力开支",
     "url": "https://www.geekwire.com/2026/whos-getting-anthropics-compute-spending-ipo-filing-shows-where-the-tech-giants-really-stand/"
    },
    {
     "kind": "own",
     "label": "本站页面",
     "text": "Landscape「AI 算力产业链」第 01 层「芯片设计」的卡片「Amazon Trainium3」：Anthropic用逾百万颗Trainium2/3支撑Claude（Project Rainier），双方达成千亿美元/10年AWS云消费承诺",
     "url": "https://xiaopingfeng.com/landscape/compute-industry/#player-amazon-trainium"
    }
   ]
  },
  {
   "type": "supplies_compute_to",
   "sentence": "Amazon向OpenAI供应算力",
   "direction": "out",
   "id": "org:openai",
   "name": "OpenAI",
   "since": "2026-02-27",
   "note": "把 OpenAI 原有 380 亿美元的 AWS 协议再扩大 1000 亿美元（8 年），OpenAI 将通过 AWS 使用 2GW 的 Trainium 算力；AWS 成为 OpenAI Frontier 的独家第三方云分发方",
   "status": "agent",
   "evidence": [
    {
     "kind": "media",
     "label": "媒体报道",
     "text": "CNBC 2026-02-27：OpenAI 融资轮，AWS 协议扩大 1000 亿美元、2GW Trainium",
     "url": "https://www.cnbc.com/2026/02/27/open-ai-funding-round-amazon.html"
    },
    {
     "kind": "official",
     "label": "官方页面",
     "text": "OpenAI：与亚马逊的战略合作",
     "url": "https://openai.com/index/amazon-partnership/"
    },
    {
     "kind": "own",
     "label": "本站页面",
     "text": "Landscape「AI 算力产业链」第 05 层「数据中心建造与运营」的卡片「Amazon · AWS」：AWS成为OpenAI Frontier项目独家第三方云服务商，8年协议最高1000亿美元",
     "url": "https://xiaopingfeng.com/landscape/compute-industry/#player-amazon-openai"
    }
   ]
  },
  {
   "type": "supplies_compute_to",
   "sentence": "Amazon向Recursive Superintelligence供应算力",
   "direction": "out",
   "id": "org:recursive-superintelligence",
   "name": "Recursive Superintelligence",
   "since": "2026-07-28",
   "note": "与 AWS 的多年期算力协议，总额 $410M，不含股权投资成分；2026-07-28 宣布",
   "status": "agent",
   "evidence": [
    {
     "kind": "own",
     "label": "本站页面",
     "text": "本站 NEO LAB №03 档案（§ 02 / 关键事实（末段）；头部「状态」）：与 AWS 的多年期算力协议，总额 $410M，不含股权投资成分；2026-07-28 宣布",
     "url": "https://xiaopingfeng.com/live/neolab/recursive-superintelligence.html"
    }
   ]
  },
  {
   "type": "placed_in",
   "sentence": "Amazon出现在 Landscape 的「部署托管平台」",
   "direction": "out",
   "id": "layer:agent-dev-stack--9",
   "name": "部署托管平台",
   "reported": false,
   "status": "derived",
   "evidence": [
    {
     "kind": "own",
     "label": "本站页面",
     "text": "Landscape「Agent 开发栈」第 09 层「部署托管平台」：卡片「AWS Bedrock AgentCore」",
     "url": "https://xiaopingfeng.com/landscape/agent-dev-stack/#player-bedrock-agentcore"
    }
   ]
  },
  {
   "type": "placed_in",
   "sentence": "Amazon出现在 Landscape 的「芯片设计」",
   "direction": "out",
   "id": "layer:compute-industry--1",
   "name": "芯片设计",
   "reported": false,
   "status": "derived",
   "evidence": [
    {
     "kind": "own",
     "label": "本站页面",
     "text": "Landscape「AI 算力产业链」第 01 层「芯片设计」：卡片「Amazon Trainium3」",
     "url": "https://xiaopingfeng.com/landscape/compute-industry/#player-amazon-trainium"
    }
   ]
  },
  {
   "type": "placed_in",
   "sentence": "Amazon出现在 Landscape 的「数据中心建造与运营」",
   "direction": "out",
   "id": "layer:compute-industry--5",
   "name": "数据中心建造与运营",
   "reported": false,
   "status": "derived",
   "evidence": [
    {
     "kind": "own",
     "label": "本站页面",
     "text": "Landscape「AI 算力产业链」第 05 层「数据中心建造与运营」：卡片「Amazon」",
     "url": "https://xiaopingfeng.com/landscape/compute-industry/#player-amazon-dc"
    },
    {
     "kind": "own",
     "label": "本站页面",
     "text": "Landscape「AI 算力产业链」第 05 层「数据中心建造与运营」：卡片「Amazon · AWS」",
     "url": "https://xiaopingfeng.com/landscape/compute-industry/#player-amazon-openai"
    }
   ]
  },
  {
   "type": "placed_in",
   "sentence": "Amazon出现在 Landscape 的「电力 / 冷却」",
   "direction": "out",
   "id": "layer:compute-industry--6",
   "name": "电力 / 冷却",
   "reported": false,
   "status": "derived",
   "evidence": [
    {
     "kind": "own",
     "label": "本站页面",
     "text": "Landscape「AI 算力产业链」第 06 层「电力 / 冷却」：卡片「核电PPA浪潮」",
     "url": "https://xiaopingfeng.com/landscape/compute-industry/#player-nuclear-ppa"
    }
   ]
  }
 ],
 "in": [
  {
   "type": "developed_by",
   "sentence": "Strands Decider 2B的开发方是Amazon",
   "direction": "in",
   "id": "model:strands-decider-2b",
   "name": "Strands Decider 2B",
   "unit": "Strands Labs",
   "role": "primary",
   "status": "base",
   "evidence": [
    {
     "kind": "ledger",
     "label": "本站新模型台账",
     "text": "新模型台账：开发者栏写作“AWS（Strands Labs）”；AWS Strands 官方博客",
     "url": "https://strandsagents.com/blog/introducing-strands-decider/"
    }
   ]
  },
  {
   "type": "involves",
   "sentence": "Agent Plugins 1.0涉及Amazon",
   "direction": "in",
   "id": "inst:agent-plugins",
   "name": "Agent Plugins 1.0",
   "role": "participant",
   "note": "联合制定方之一",
   "status": "agent",
   "evidence": [
    {
     "kind": "own",
     "label": "本站页面",
     "text": "Landscape「Agent 开发栈」第 03 层「上下文协议」的卡片「Agent Plugins 1.0」：Vercel牵头，联合Amazon/Cursor/GitHub/Microsoft/OpenAI共同制定（2026-08-06）",
     "url": "https://xiaopingfeng.com/landscape/agent-dev-stack/#player-agent-plugins"
    }
   ]
  }
 ]
}