{
  "id": 6894653,
  "title": "Amazon Triples Its NVIDIA GPU Orders to 3 Million Chips as AI Demand Surges",
  "url": "https://urgent.news/2026/09/11/amazon-triples-its-nvidia-gpu-orders-to-3-million-chips-as-ai-demand",
  "topic": "ai",
  "section": "AI",
  "published": "2026-09-11T05:07:39.000Z",
  "source": {
    "name": "Yahoo Finance",
    "slug": "yahoo-finance",
    "url": "https://finance.yahoo.com/technology/ai/articles/amazon-triples-nvidia-gpu-orders-050739503.html"
  },
  "original_language": "en",
  "account": "Amazon and NVIDIA have announced an expanded deal that will see an additional 2 million NVIDIA GPU processors added to Amazon data centers, bringing the total to 3 million chips. The new processors, including NVIDIA's Blackwell Ultra, Rubin, and Rubin Ultra GPUs, are expected to arrive in AWS data centers in 2027 and 2028. The agreement marks a significant expansion beyond simply purchasing more GPUs, as it encompasses collaboration across AI factories, CPUs, networking infrastructure, open models, data processing, and robotics. This scale reflects the importance of the Amazon-NVIDIA partnership in both companies' AI strategies, with NVIDIA aiming for more than $1 trillion in Blackwell and Rubin revenue through 2027 and Amazon securing the compute capacity required to continue scaling AWS' AI infrastructure business. Amazon's own internal chip range, including Trainium AI accelerators, Graviton CPUs, and Nitro networking chips, has reached a $25 billion annualized revenue run rate. The deal underscores the rapid growth of AI infrastructure commitments across major players in the industry and strengthens Amazon's position as one of NVIDIA's largest customers. As the newly ordered chips arrive in 2027 and 2028, any AI-driven growth the deal is supposed to support will be a long-term gamble rather than a short-term catalyst, and the company's reliance on NVIDIA may diminish over time as it develops its own competitive silicon. Both companies are heavily held by institutional investors, with Amazon's ownership interest increasing from 353 funds to 369 in the second quarter of 2023, and NVIDIA's stake growing from 275 to 285, with Fisher Asset Management as its top shareholder. Investors should monitor AWS' AI infrastructure revenue trends as the new chips arrive in 2027 to gauge whether this commitment translates into real cloud growth.",
  "summary": null,
  "key_points": [],
  "editors_take": null,
  "illustration": null,
  "coverage": {
    "outlets": 1,
    "also_reported_by": []
  },
  "ai_generated": true,
  "disclaimer": "Summaries, key points and the editor’s take are written by software from other outlets’ reporting and may contain errors — always check the linked original."
}