ENTITY · amazon
Amazon (Annapurna Labs)AMZN
United States·custom silicon·major·$2628.9B mkt cap
Designs Graviton CPUs and Trainium AI chips for AWS via Annapurna Labs.
WATCH · 40–69
47/100 illustrative
Underwriting Thesis
WATCH — Amazon (Annapurna Labs): concentrated foreign-origin supply compounded by sole-source / single-point-of-failure dominance in custom silicon. A chokepoint underwriting concern at this tier.
Factor Breakdown
Foreign-Origin Concentration59
Sole-Source Dependence59
Sanctions Exposure45
Downstream Criticality17
Sanctions Exposure
Entity not present on tracked screening lists (CSL).
DoD Exposure
No matched DoD semiconductor awards (USASpending) for this entity.
Segments
custom siliconhyperscaler
Shortest paths → DoD-exposed firms
- Scale AI · 1 hop · $105.6MAmazon (Annapurna Labs) → Scale AI
Possible substitutes · same commodity buckets
Chokepoint Relationships
Key Suppliers · upstream · 16
- TSMCTaiwanCHOKEPOINT
- Marvell TechnologyUnited StatesDOMESTIC
- Alchip TechnologiesTaiwanCHOKEPOINT
- Arm HoldingsUnited KingdomALLIED
- Faraday TechnologyTaiwanCHOKEPOINT
- Global Unichip (GUC)TaiwanCHOKEPOINT
- Alphawave SemiUnited KingdomALLIED
- SK hynixSouth KoreaALLIED
- Micron TechnologyUnited StatesDOMESTIC
- Hon Hai (Foxconn)TaiwanCHOKEPOINT
- Quanta ComputerTaiwanCHOKEPOINT
- WiwynnTaiwanCHOKEPOINT
- NVIDIAUnited StatesDOMESTIC
- ASE TechnologyTaiwanCHOKEPOINT
- AMDUnited StatesDOMESTIC
- BroadcomUnited StatesDOMESTIC
Key Customers · downstream · 1
- AnthropicUnited StatesDOMESTIC