According to reports from October 21, Amazon Web Services (AWS), through a new early delivery process, expects to receive approximately US$5 billion worth of NVIDIA (NVDA) GB300 server racks at its U.S. facilities, and will subsequently receive approximately US$3 billion worth of related equipment each month.
The report indicates that Amazon.com (AMZN) has adopted an accelerated intake procedure to bring in these NVIDIA (NVDA) systems ahead of schedule. This early delivery arrangement is expected to cover roughly US$5 billion in GB300 server racks at U.S. sites, followed by ongoing monthly deliveries valued at about US$3 billion.
The move highlights the surging demand for AI computing infrastructure and underscores the close supply chain relationship between Amazon.com (AMZN) and NVIDIA (NVDA) as cloud providers race to expand their AI capabilities.
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