Amazon Triples GPU Orders from Nvidia Amid Expanding AI Partnership
Amazon has significantly expanded its partnership with Nvidia, tripling its order of GPU chips for use across AWS and robotics. The multi-year agreement includes deeper integration of Nvidia's AI technology within Amazon Web Services, as well as collaboration in networking and robotics.
The deal highlights Amazon's continued use of Nvidia hardware alongside its own chip efforts, with implications for its AI infrastructure and cloud offering.
For readers looking to find more companies that could benefit from demand for AI infrastructure, a curated set is available. The agreement also has risks for Amazon's investors, including rising capital intensity in chips and infrastructure which can squeeze margins if returns on this spend do not keep up with costs.