Business56 mOctober 24, 2026, 20:12

Amazon buys GPUs faster than it can power them

Amazon is taking delivery of billions of dollars' worth of Nvidia GB300 racks while some AWS sites lack the power to install them. Internal emails seen by Business Insider describe about $5 billion in racks received in August alone, with roughly $3 billion more expected monthly.

TechSpot

Open source

Amazon buys GPUs faster than it can power them

AWS received about $5 billion of Nvidia GB300 racks in August
Around $3 billion more in racks is expected each month
Some AWS sites cannot power the servers yet
Amazon's free cash flow turned negative for the first time since 2023

#Amazon#AWS#Nvidia

AWS has $5B of Nvidia GPUs but not enough power to run them

Business

Amazon Warehouses Nvidia GB300 Racks Before Power Is Ready

Hardware

ASIC shipments to overtake GPUs in high-end cloud AI accelerators in 2027

Business

Amazon buys GPUs faster than it can power them

AWS has $5B of Nvidia GPUs but not enough power to run them

Amazon Warehouses Nvidia GB300 Racks Before Power Is Ready

ASIC shipments to overtake GPUs in high-end cloud AI accelerators in 2027

Amazon's GB300 deliveries hit $5B in August as free cash flow turns negative