Amazon Triples Nvidia GPU Order to Meet Exploding AI Demand

The new order includes Nvidia’s next-generation Blackwell Ultra, Rubin, and Rubin Ultra architectures. While financial terms remain undisclosed, the scale of the deal—involving millions of advanced processors—suggests a multi-billion dollar commitment. Beyond raw hardware, the agreement integrates Nvidia’s networking technology, CPUs, and robotics platforms into the Amazon Web Services ecosystem.

This expansion arrives as Amazon simultaneously develops its own custom silicon, such as the Trainium AI chip and Graviton CPUs, to reduce reliance on third-party suppliers. Despite these internal efforts, Nvidia remains the primary provider for high-end AI workloads. Nvidia CFO Colette Kress confirmed that the rollout also includes Vera CPUs, intended for deployment across major hyperscalers, alongside an adoption of Nvidia’s full robotics stack for Amazon’s automated warehouses.

Nvidia’s financial performance underscores the urgency of this infrastructure race. The company reported $96.2 billion in second-quarter sales, with data center revenue climbing 117% year-over-year. To sustain this trajectory, Nvidia has pledged $279 billion to secure future manufacturing and memory capacity. Nvidia CEO Jensen Huang maintains that the industry has entered a phase where AI is generating tangible, profitable tokens, justifying the massive capital expenditure currently flooding the sector.