AWS — 供應鏈與商業關係

“Sunonwealth is a key supplier to the world's largest server brands, including DELL, HPE, Amazon AWS, Meta, and Microsoft.”

— Sunonwealth Electric Machine Annual report，申報於 2026-05-25 TWSE (中文正本之英文譯本) · 查看原始申報文件 ↗

Sunonwealth 將 AWS 列為其關鍵客戶之一。（以原文為準）

“AWS , Google Cloud, Microsoft Azure and Tencent announced new and expanded 5 th Gen EPYC-powered cloud instances, including Google Cloud H4D VMs for HPC and Azure instances across general-purpose, memory- and compute-optimized workloads.”

— AMD 8-K，申報於 2026-05-05 EDGAR · 查看原始申報文件 ↗

AMD 宣布 AWS 等雲端服務商推出搭載第 5 代 EPYC 的新雲端實例。（以原文為準）

“On February 6, 2026, the Company issued warrants to Amazon Web Services ("AWS") for the acquisition of up to 24.8 million ordinary shares of the Company. The warrants will vest in tranches over the term of the agreement, with vesting substantially tied to payments for the Company's products and services purchased by AWS and its affiliates.”

— STM 20-F，申報於 2026-02-26 EDGAR · 查看原始申報文件 ↗

STMicroelectronics 向 AWS 發行認股權證，可取得最多 2480 萬股普通股。（以原文為準）

“Unveiled the NVIDIA Rubin platform, comprising six new chips to deliver up to a 10x reduction in inference token cost, compared with the NVIDIA Blackwell platform; cloud providers Amazon Web Services (AWS), Google Cloud, Microsoft Azure and Oracle Cloud Infrastructure will be among the first to deploy Vera Rubin-based instances.”

— NVDA 8-K，申報於 2026-02-25 EDGAR · 查看原始申報文件 ↗

NVIDIA 推出 NVIDIA Rubin 平台，AWS 將是首批部署基於 Vera Rubin 執行個體的雲端供應商之一。（以原文為準）

“we announced an expanded strategic collaboration with Amazon Web Services (AWS) through a multi-year, multi-billion USD commercial engagement serving several product categories, to enable new high performance compute infrastructure for cloud and AI data centers.”

— STM 20-F，申報於 2026-02-26 EDGAR · 查看原始申報文件 ↗

STMicroelectronics 宣布與 AWS 擴大策略合作，透過一項多年、數十億美元的商業合作涵蓋多個產品類別。（以原文為準）

“Expanded AWS partnership with new technology integrations across interconnect technology, cloud infrastructure, open models and physical AI.”

— NVDA 8-K，申報於 2026-02-25 EDGAR · 查看原始申報文件 ↗

NVIDIA 擴大與 AWS 的合作夥伴關係，新增多項技術整合。（以原文為準）

“Our competitors (in each case relative to only some of our products or services) include: Amazon Web Services LLC; Arista Networks, Inc.; Broadcom Inc.; Ciena Corporation; CrowdStrike Holdings, Inc.; Datadog Inc.; Dell Technologies Inc.; Dynatrace Inc.; Fortinet, Inc.; Hewlett-Packard Enterprise Company; Huawei Technologies Co., Ltd.; Microsoft Corporation; New Relic, Inc.; Nokia Corporation; Nvidia Corporation; Palo Alto Networks, Inc.; RingCentral, Inc.; Zoom Video Communications, Inc.; and Zscaler, Inc.; among others.”

— CSCO 10-K，申報於 2025-09-03 EDGAR · 查看原始申報文件 ↗

Cisco 將 AWS 列為競爭對手之一。（以原文為準）