Amazon expected to buy about $5 billion in Nvidia GB300 racks

What happened

20, 2026 Amazon Web Services is expected to take delivery of approximately $5 billion worth of Nvidia GB300 racks, according to internal AWS planning documents. GB300 NVL72 instances, sold as P6e-GB300 UltraServers, became generally available on AWS as of December 2025. NVIDIA is a semiconductor company based in Santa Clara, and its products and services include graphics processing units.

The same projections call for roughly $3 billion in monthly deliveries for the foreseeable future.

What Amazon is actually buying The hardware is Nvidia’s GB300 NVL72 platform. Each rack packs 72 Blackwell Ultra GPUs (a chip built for many calculations at once, used for graphics and AI) into a single system.

AWS already offers this hardware to customers. The planning documents point to the August 2026 timeframe for the approximately $5 billion delivery, followed by the recurring monthly flow of about $3 billion.

The company has kept some of the equipment in warehouses until its sites are fully ready to bring the systems online.

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