Amazon secures 1 million NVIDIA GPUs, validating record $200B capex plan

NVIDIA will deliver 1 million GPUs to Amazon’s AWS cloud division by 2027.

The agreement validates Amazon’s $200 billion capital expenditure plan for 2026. This budget represents the largest single investment cycle in the company’s history.

The hardware commitment reinforces AWS's position as a leading AI infrastructure provider. Investors are focusing on Amazon's ability to monetize these AI capabilities over the next two years.