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

Amazon Web Services is expected to take delivery of approximately $5 billion worth of Nvidia GB300 racks, according to internal AWS planning documents. 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 into a single system. AWS already offers this hardware to customers. GB300 NVL72 instances, sold as P6e-GB300 UltraServers, became generally available on AWS as of December 2025. 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. Plenty of room, not enough power Some AWS data centers have enough physical space for the new racks but lack adequate power to run them. Amazon’s workaround has been storage. The company has kept some of the equipment in warehouses until its sites are fully ready to bring the systems online. The cash flow math Amazon’s capital spending for 2026 is projected at around $200 to $220 billion. As of Q1 2026, Amazon’s free cash flow had fallen to around $1 billion. For comparison, the figure ...