AWS stockpiles NVIDIA GB300 racks as power constraints bite
Business Insider, citing Amazon internal emails and documents, reported that AWS expected to receive about $5 billion in NVIDIA GB300 racks in August 2026 and roughly $3 billion more each month afterward. Some racks are being stored because data centers lack enough power, while an early-ownership process has pushed payments ahead of deployment. Amazon said staging completed hardware before power is ready is standard industry practice.
The report highlights how power availability, rather than access to AI hardware alone, is constraining AWS’s data-center rollout while its AI infrastructure spending pressures free cash flow.
智东西（公众号：zhidxcom） 编译 | 黄菲 编辑 | 江宇
智东西10月20日消息，据Business Insider 10月19日报道，亚马逊斥巨资采购的部分英伟达GB300服务器机架，因数据中心电力供应不足，迟迟无法投入使用。而在服务器遭遇供电瓶颈的同时，亚马逊的AI基础设施投资仍在加码，2026年资本开支预计高达2200亿美元（约合人民币1.47万亿元），自由现金流预计未来两年左右仍将为负。
据Business Insider获取的一封亚马逊内部邮件显示，该公司当时预计2026年8月接收价值50亿美元（约合人民币355亿元）的英伟达GB300服务器机架，此后每月接收的相关设备价值约为30亿美元（约合人民币213亿元）。
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