Amazon

Amazon is the dominant force in cloud computing through AWS, the world's largest e-commerce platform, and an increasingly significant player in AI infrastructure. Amazon's $8 billion investment in Anthropic and its Bedrock AI platform position AWS as a primary cloud for agentic AI deployment.

AWS: The Cloud Foundation

Amazon Web Services (AWS) remains the world's largest cloud computing platform, hosting a significant share of global internet infrastructure and AI workloads. AWS Bedrock provides managed access to foundation models from Anthropic, Meta, Mistral, and others, while AWS Trainium and Inferentia custom chips compete with NVIDIA for AI training and inference workloads. The scale of AWS's infrastructure makes it foundational to the agentic web.

E-Commerce and Agentic Commerce

Amazon's e-commerce platform is the most likely first battleground for agentic commerce. As AI agents begin to shop on behalf of consumers — comparing prices, evaluating reviews, and executing purchases — Amazon's product catalog, fulfillment network, and API infrastructure make it the natural commercial backend for agent-mediated transactions. The company's Alexa platform represents an early attempt at agent-mediated commerce, though the LLM-powered generation of agents is far more capable.

The Anthropic Partnership

Amazon's $8 billion investment in Anthropic mirrors Microsoft's OpenAI partnership — securing preferred cloud hosting and integration rights. This positions AWS as the primary cloud for Claude-powered applications and gives Amazon access to frontier AI capabilities for its own products.