Amazon Web Services is expected to receive approximately $5 billion worth of Nvidia GB300 NVL72 racks, each containing 72 Blackwell Ultra GPUs, by August 2026, followed by a recurring monthly delivery flow of roughly $3 billion. This hardware has been available to customers as P6e-GB300 UltraServers since December 2025. Amazon’s capital spending for 2026 is projected between $200 and $220 billion, while free cash flow dropped to around $1 billion in Q1 2026, down from approximately $50 billion in Q1 2024. Some AWS data centers have adequate physical space but lack sufficient power capacity, forcing Amazon to store equipment in warehouses. The AWS CFO joked about the company’s deteriorating cash position, while the vice president of infrastructure described the AI business as hugely free cash flow negative.
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