NVIDIA supplies Amazon

Amazon purchases NVIDIA GPUs at scale for AWS AI infrastructure alongside its own custom silicon.

From: NVIDIA
To: Amazon
Importance: Very High
Confidence: 94/100

Sources (2)

AWS and NVIDIA to Deliver 2 Million Additional GPUs and Next-Generation Infrastructure for Agentic and Physical AI — NVIDIA Newsroom, August 26, 2026
AWS and NVIDIA to Deliver 2 Million Additional GPUs — NVIDIA Investor Relations, August 26, 2026

History

2024-01-01Dual-track spending: NVIDIA GPUs and Trainium2 scale together: Amazon deployed large volumes of NVIDIA Hopper GPUs while simultaneously investing billions in Trainium2 clusters, as combined hyperscaler AI capex roughly tripled industry-wide from about $226 billion in 2024 toward $410 billion in 2025 — Amazon's NVIDIA and custom-silicon spending both grew rather than one displacing the other.
2025-10-01Trainium sales commitments reach $225B; ASIC share still growing fast: Amazon's Trainium sales commitments reached roughly $225 billion (including from OpenAI and Anthropic), with AWS's ASIC shipments expected to more than double in 2025 — the fastest growth among major cloud providers — while Amazon continued deploying NVIDIA Blackwell GPUs at scale for the training workloads Trainium doesn't yet fully cover.

Cite this

InsightNodes, "NVIDIA supplies Amazon" — Very High importance, 2 sources. https://insightnodes.com/claims/r/nvidia~amazon~supplies (accessed October 30, 2026).

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