As Bitcoin adoption rises, companies and institutions are holding Bitcoin as a strategic reserve asset and diving deeper into infrastructure like the Lightning Network to gain a competitive edge.
The Lightning Network is a Layer 2 scaling solution for Bitcoin. It is designed to address the base Bitcoin network’s slow transaction speeds and high fees. Major corporations like Amazon and Google have emerged as key operators within this network.
Amazon and Google Are Operating 45% of Lightning Nodes
According to data from Mempool Space, approximately 45% of Bitcoin’s Lightning Network nodes are currently running on Amazon Web Services (AWS) and Google Cloud. This reflects the growing role of tech giants in supporting blockchain infrastructure.
Top 100 ISPs Hosting LN Nodes. Source: Mempool
Amazon alone is responsible for nearly 30% of all Lightning nodes. This level of involvement has led many investors to believe that Amazon could soon enable Bitcoin payments on its global e-commerce platform.
“It’s also interesting to see Amazon being one of the largest Lightning node operators. Lightning payments on Amazon in the future,” The Bitcoin Nurse, an investor, commented.
Unlike a full Bitcoin node, a Lightning node is server software that performs specific tasks. It opens and manages Lightning payment channels, routes transactions through the Lightning network, signs off-chain transactions, and updates balances.
To make it clearer: if a Bitcoin node acts as the backbone of the network, ensuring all rules are followed, then a Lightning node is like the muscles and nerves. It enables fast, low-cost, and flexible payments through private channels.
Lightning payments offer speed and low fees, making them increasingly popular. The number of Lightning nodes has grown from under 3,000 in 2019 to over 16,000 in 2025. This solution is paving the way for enterprise adoption. Companies like Tether, Uber, Revolut, Nubank, and Steak ‘n Shake are exploring Lightning payments, as are countries like El Salvador that have embraced Bitcoin.
Jamie Coutts, CMT and Chief Crypto Analyst at RealVision, reported that blockchain transaction fees have dropped by 50% since the end of last year. This decline could encourage businesses and governments to shift toward on-chain payments in the future.
“Blockchain fees have fallen 50% from their Q4 2024 peak, yet historical liquidity cycles suggest on-chain activity is set to explode. While lower costs per transaction pressure aggregate fees, this will be offset by a surge in volume. Imagine big-box retail, Amazon, and even government departments moving on-chain within the next few years,” Coutts predicted.
In addition, the US Senate passed the GENIUS Act on June 17, 2025. This legislation may accelerate stablecoin growth to $3.7 trillion by the decade’s end. If that happens, on-chain activity could rise significantly, just as analysts forecast.
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