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Amazon's massive expansion of its Nvidia GPU orders highlights the critical supply-side constraints currently facing large-scale AI model training and inference. Despite Amazon's parallel development of competing Trainium chips, the industry remains heavily dependent on Nvidia's specialized hardware ecosystem for immediate deployment. This surge underscores that infrastructure bottlenecks, rather than just software innovation, are the primary limiting factor for current AI growth trajectories.

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

TechCrunchAugust 26, 20265 min read

Amazon is adding another 2 million Nvidia GPU chips to its data centers over the next two years. But this extended partnerships stretches beyond buying more chips.

Amazon and Nvidia just got a lot closer. The two companies announced Wednesday an expanded partnership that includes a deal to add another 2 million Nvidia GPU chips to Amazon’s data centers. These GPUs, which are designed to handle the heavy compute demands of training and running AI models, include Nvidia Blackwell Ultra, Rubin, and Rubin Ultra GPUs. The chips will head to Amazon Web Services’ data centers in 2027 and 2028. The announcement, made during Nvidia’s quarterly earnings call, comes just five months after Amazon agreed to…

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