Amazon Secures Billions in Nvidia AI Gear Despite Data Center Power Constraints

Key Facts

1AWS is expected to receive $5 billion worth of Nvidia GB300 racks, followed by $3 billion in additional shipments each month.

2Some GPU systems are being stored elsewhere because Amazon lacks the data center power to currently turn them on.

Amazon is expected to receive $5 billion worth of Nvidia GB300 racks for its AWS cloud division, followed by additional shipments of $3 billion each month. Business Insider reported that some GPU systems are being stored in external locations because Amazon currently lacks sufficient data center power to activate them. The aggressive procurement strategy aims to secure AI leadership despite infrastructure bottlenecks that prevent immediate deployment.

AMZN was trading at $263.1214 on October 20, 2026, while NVDA was trading at $216.81 on the same date. In the broader semiconductor sector, TSM was trading at $427.10001 on October 20, 2026, while AMD closed at $538.05 and INTC closed at $92.03 on October 19, 2026.