Cloud & Hubs

Cloud & Hubs is a data page on the Companies desk of Glassbox Auditing. Which large listed companies run on Amazon Web Services, Microsoft Azure or Google Cloud, and where each company's offices, warehouses, factories and data centers stand, by square feet. It shows how much of corporate America depends on three cloud providers and where companies put their jobs and buildings.

Last updated: 13 Oct 2026.

What is on this page today?

Google Cloud: 25 major listed companies on record as customers — 21 name it in their own annual report, 4 appear in Google Cloud's customer stories · Largest by revenue: Walmart Inc., Home Depot, Inc., Mercadolibre Inc, Lloyds Banking Group plc · Major: profitable, $10B+ revenue or… (SEC filings; Google Cloud customer stories, 13 Oct 2026) GOOGL
AWS: 133 major listed companies on record as customers — 50 name it in their own annual report, 83 appear in AWS's customer stories · Largest by revenue: Toyota Motor Corp, NVIDIA, Meta Platforms, Honda Motor Co Ltd · Major: profitable, $10B+ revenue or 10M+ users (SEC filings; AWS customer stories, 30 Jul 2026) AMZN
Microsoft Azure: 14 major listed companies on record as customers — 14 name it in their own annual report · Largest by revenue: BlackRock, Inc., Palo Alto Networks, Roper Technologies Inc, NetApp · Major: profitable, $10B+ revenue or 10M+ users (SEC filings, 30 Jul 2026) MSFT
Oracle Cloud: 4 major listed companies on record as customers — 4 name it in their own annual report · Largest by revenue: Hormel Foods Corp, Palo Alto Networks, Roper Technologies Inc, Zoom Communications, Inc. · Major: profitable, $10B+ revenue or 10M+ users (SEC filings, 30 Jul 2026) ORCL

Where does the data come from?

Items on this page come from SEC filings; Google Cloud customer stories; SEC filings; AWS customer stories; SEC filings. Each item links to its own source. All sources, how items are checked.

What does this page lead to?

Service Outages (Companies): Companies that run on one cloud go down with it: an AWS or Azure region failing takes their apps and sites offline too. (moves the same way; same hour; company scale) Source: OutageDeck public API (cloud and SaaS provider status, normalized from official status pages).
Cloud Outages (Global Intelligence): Cloud Outages lists each provider's incidents worldwide; the customers matched here are the listed companies an incident at AWS, Azure or Google Cloud reaches. (moves the same way; same hour; global scale) Source: OutageDeck public API (cloud and SaaS provider status, normalized from official status pages).
US Map (Domestic Intelligence): Where a company's offices, warehouses, factories and data centers stand is where its jobs and local taxes are; a new hub adds employment to that county's counts. (moves the same way; years; economy scale) Source: BLS Quarterly Census of Employment and Wages (jobs by industry).
Natural Gas (Macro): Data centers draw power around the clock and much of the new generation built for them burns gas, so growing data-center floor space raises gas demand for power. (moves the same way; years; sector scale) Source: EIA natural gas data (API v2): weekly storage; monthly production, consumption, trade and prices.
AI Supply Chain (AI): Data-center floor space in annual reports is the room the chips, servers and power equipment fill, so a growing footprint means orders down the AI supply chain. (moves the same way; quarters; sector scale) Source: SEC EDGAR filings (10-Q/10-K text).

What feeds this page?

AI Companies (AI): The big labs are anchor customers of the clouds (OpenAI with Microsoft and Oracle, Anthropic with Amazon and Google), so their growth adds to cloud usage and contracts. (moves the same way; quarters; company scale) Source: AWS and Google Cloud customer stories.
Business & Industry (AI): Most businesses reach AI through cloud platforms (Azure OpenAI, Amazon Bedrock, Google Vertex), so wider use adds to the clouds' customers and usage. (moves the same way; quarters; company scale) Source: AWS and Google Cloud customer stories.
US Map (Domestic Intelligence): A state's workforce, power prices and taxes are what companies weigh in siting data centers, warehouses and offices, which Cloud & Hubs maps company by company. (either way, depending on the cause; years; company scale) Source: Company records: S&P 500 sectors, SEC annual reports (sites, segments, products), OpenStreetMap buildings, Epoch AI models.
Health Board (Domestic Intelligence): The board sets each corporate hub against its own city and state; where housing and services around a hub are strained, employers there tend to pay more to recruit and keep workers. (either way, depending on the cause; years; company scale) Source: Company records: S&P 500 sectors, SEC annual reports (sites, segments, products), OpenStreetMap buildings, Epoch AI models.
Traffic Cameras (Global Intelligence): Cameras near a company's warehouses, distribution centers and factories show whether the roads serving them are open after a storm or fire. (either way, depending on the cause; same day; company scale) Source: Company records: S&P 500 sectors, SEC annual reports (sites, segments, products), OpenStreetMap buildings, Epoch AI models.
Cloud Outages (Global Intelligence): An outage at AWS, Azure or Google Cloud reaches the listed companies that say in their annual reports or the clouds' customer stories that they run on it. (either way, depending on the cause; same day; company scale) Source: AWS and Google Cloud customer stories.
Wildfires & Hurricanes (Global Intelligence): Companies' warehouses, factories and data centers inside a storm's cone or a fire's perimeter face closures or damage, which they report as storm or fire losses in their next results. (moves the other way; same day; company scale) Source: Company records: S&P 500 sectors, SEC annual reports (sites, segments, products), OpenStreetMap buildings, Epoch AI models.
Federal Contractors (People & Money): Federal cloud contracts such as the Pentagon's $9 billion JWCC, split in 2022 among Amazon, Google, Microsoft and Oracle, add government revenue to the cloud providers on Cloud & Hubs. (moves the same way; years; company scale) Source: USAspending.gov (U.S. Treasury): federal contracts, grants and loans by recipient.

Cloud & Hubs

What is on this page today?

Where does the data come from?

What does this page lead to?

What feeds this page?

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