Amazon Web Services expects to receive roughly $5 billion worth of Nvidia GB300 server racks in August 2026, with some reportedly remaining in storage because data centers lack sufficient electrical capacity. After that initial delivery, AWS expects approximately $3 billion worth of new racks each month as it seeks to secure scarce AI hardware before its competitors. Amazon projects capital expenditures of around $220 billion in 2026, nearly double the 2025 level, while AWS recorded negative free cash flow of $7.6 billion in its latest quarter despite revenue rising 36.7% year over year in the second quarter. Amazon plans to deploy two million additional Nvidia GPUs between 2027 and 2028, on top of more than one million units already committed.
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