Amazon's $Billions GPU Bet: Tripling Nvidia Orders to Feed AI Hunger

Amazon has tripled its Nvidia GPU commitment to over 3 million chips in five months, adding 2 million Blackwell Ultra, Rubin and Rubin Ultra units for 2027-2028 delivery. The deal extends to Vera CPUs, robotics, government AI factories and broader infrastructure work amid demand that exceeded forecasts. Even with its own $25B chip business, the cloud leader doubles down on Nvidia as capex hits $220B.