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Amazon just tripled its order of Nvidia chips over ‘surging demand’

ID
18414
Status
summarized
Published
27 Aug 2026, 7:47 AM
Fetched
27 Aug 2026, 8:10 AM
Provider
TechCrunch
Category
technology
Original URL
https://techcrunch.com/2026/08/26/amazon-just-tripled-its-order-of-nvidia-chips-over-surging-demand/
Source URL
https://techcrunch.com/feed/

Summary

Score
6.5
Created
27 Aug 2026, 8:11 AM
Tags
Audience
developersai_ml_learnerssaas_foundersai_agent_users

What happened

Amazon expanded its partnership with Nvidia, ordering an additional 2 million GPUs (Blackwell Ultra, Rubin, and Rubin Ultra) for AWS data centers in 2027 and 2028, tripling its previous commitment due to surging demand. This occurs even as Amazon develops its own competing AI chips, like Trainium and Graviton, to reduce reliance on Nvidia.

Why it matters

For builders running AI workloads on AWS, this signals continued heavy investment in Nvidia infrastructure and potentially more available GPU capacity in the coming years, but also highlights AWS's dual strategy of pushing its own custom silicon as a cost-effective alternative.

Discussion angle

How AWS's dual strategy of buying millions of Nvidia GPUs while developing Trainium affects pricing and availability for startups training models on AWS.

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