Amazon triples its Nvidia GPU order, adding 2 million more chips

亚马逊将英伟达芯片订单增至三倍，新增200万颗GPU

Amazon will add 2 million Nvidia GPUs—Blackwell Ultra, Rubin, and Rubin Ultra—to AWS data centers in 2027–2028. The deal was announced during Nvidia's earnings call, just five months after Amazon committed to over 1 million GPUs. Nvidia says demand has already exceeded those expectations. No financial terms were disclosed, but the deal is worth tens of billions based on unit costs. The post doesn't spell out how this fits with Amazon's own Trainium and Inferentia chips, or which customers will get the new capacity.

Why it matters: Amazon tripling its Nvidia GPU order to 2M units on an earnings call is a major infra signal. HKR all hit, but the article lacks financial terms and compute allocation details, capping the score below 85.