Amazon Triples Nvidia Chip Orders Amid Surging AI Demand
Yahoo Finance ·
Amazon and Nvidia have significantly expanded their strategic partnership, with Amazon tripling its GPU orders to incorporate an additional 2 million Nvidia chips into its AWS data centers. Revealed during Nvidia's quarterly earnings call on August 26, 2026, the deal includes advanced architectures like Blackwell Ultra, Rubin, and Rubin Ultra, scheduled for delivery in 2027 and 2028. This massive scaling comes just five months after an initial agreement for 1 million GPUs, driven by requests from startups, enterprises, and governments that far exceeded expectations. While exact financial figures remain undisclosed, the transaction is valued at tens of billions of dollars. Beyond GPUs, the collaboration encompasses Vera CPUs, networking hardware, enterprise AI models on Amazon Bedrock, and Nvidia's complete physical AI stack for warehouse robotics. The alliance deepens even as Amazon continues developing its custom Trainium and Graviton processors.
AI 시장 분석
In response to surging demand for AI model training and execution, Amazon has signed a contract to increase its NVIDIA GPU chip orders threefold, introducing an additional 2 million units. This collaboration targets AWS data centers for 2027 and 2028, encompassing tens of billions of dollars worth of next-generation chips including Blackwell Ultra and Rubin. Investors are closely watching how this massive deal will drive NVIDIA's earnings growth while intensifying the AI dominance race in the cloud infrastructure market.
상승 영향
- Semiconductors — Amazon's additional order of 2 million NVIDIA GPUs and next-generation chips is expected to drive direct revenue growth in the tens of billions of dollars.
- AI — The surge in comprehensive AI model training and execution demand from startups, enterprises, and governments accelerates the expansion of the related ecosystem.
DYAX 전담 분석
Amazon's threefold increase in GPU orders is directly tied to NVIDIA's massive revenue growth and reaffirms its dominant position in the data center infrastructure and AI chip sectors. Estimated at tens of billion dollars, this contract spans not only NVIDIA's hardware but also its networking and robotics stacks, contributing to revenue diversification.
Future stock price scenarios will be determined by whether AI service demand translates into actual cloud monetization. The bullish scenario involves accelerated commercialization of NVIDIA's Vera CPU and robotics platforms alongside execution of additional orders, while the bearish scenario involves margin pressure from the expansion of Amazon's proprietary chips, such as Trainium. Key metrics to watch include hyperscalers' capital expenditures (CapEx) and next-generation chip shipments.
AI가 생성한 분석으로 투자 자문이 아닙니다.
DYAX Investor Sentiment
Bullish (Long) 66% · Bearish (Short) 34%
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