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Rivian RIVN

AutomotiveMarket cap $18B4 connections

Rivian makes premium electric trucks (R1T) and SUVs (R1S) and has delivered 100,000+ vehicles. Amazon invested $700M+ and ordered 100,000 electric delivery vans - a foundational commercial fleet relationship. Its R2 platform at $45,000 targets mainstream market. Rivian's manufacturing ramp at its Normal, Illinois factory is among the most complex industrial projects in American automotive history.

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Suppliers 1

Companies that sell to Rivian

  • BroadcomSemiconductors · $800BNetwork chips for connected vehicles

Customers 1

Companies Rivian sells to

  • AmazonConsumer & Retail · $2.0T100k delivery van order

Partners 2

Strategic partnerships, joint products and alliances

  • TeslaAutomotive · $800BTesla Supercharger NACS standard adopted by Rivian - charging network access
  • FordAutomotive · $50BJoint venture (dissolved)

Owned by 1

Companies with a stake in Rivian

  • AmazonConsumer & Retail · $2.0T$700M+ investment, 100k EV van ordersince 2019

Competitors 1

Companies it competes with

  • TeslaAutomotive · $800BEV truck market rivalry

Key relationships in depth

Rivian & Amazon

Amazon invested over $1.3B in Rivian and placed an order for 100,000 electric delivery vans, making Rivian Amazon's exclusive EV delivery vehicle supplier. The Amazon EDV (Electric Delivery Van) began rolling out in 2022 and represents the largest EV commercial vehicle order in history. Amazon owns approximately 17% of Rivian.

Why it matters: Amazon's climate pledge commits to net-zero by 2040, and last-mile delivery is one of its largest emissions sources. Converting its van fleet to electric eliminates a significant portion of Scope 1 emissions while reducing fuel cost exposure. The Rivian partnership gives Amazon dedicated EV supply that general market procurement cannot provide.

Rivian & Tesla

Rivian adopted Tesla's NACS (North American Charging Standard) connector, giving Rivian EV owners access to Tesla's Supercharger network of 60,000+ charging stalls across North America. The partnership represents Tesla's charging standard winning the format war against the legacy CCS connector used by most non-Tesla EVs.

Why it matters: Range anxiety is the largest barrier to EV adoption. By opening the Supercharger network to competitors via NACS licensing, Tesla transformed its charging infrastructure from a competitive moat into a revenue-generating service. For Rivian, gaining Supercharger access improved vehicle utility and reduced the burden of building a proprietary charging network.

Other Automotive companies

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Relationships are compiled by VexMap from company filings, announcements and reporting, and last reviewed September 2026. Spotted something wrong? Tell us. Not investment advice.