Amazon just tripled its order of Nvidia chips over ‘surging demand’

Amazon is tripling its Nvidia chip order, adding another 2 million GPUs to its data centers over the next two years amid surging AI infrastructure demand. The expanded partnership appears to go beyond chip purchases, suggesting deeper collaboration around cloud and AI workloads.

The move underscores how hyperscalers are racing to secure AI compute capacity as model training and inference demand grows. It also reinforces Nvidia’s central role in the AI infrastructure stack, even as cloud providers pursue custom silicon to reduce dependency over time.