TRACKING · Tracking record
NVIDIA / AWS GPU supply · Records and changes
NVIDIA and AWS GPU procurement, supply, and delivery records, distinguishing orders from usable capacity. Lifecycle record: Watch pool 1; first seen 8/27, latest record 9/3.
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THE FULL RECORD · Full timeline
5 events retained by the site.
This object’s records stay together across live coverage, the watch pool and history. Every event links to its source record; corroboration and material changes have separate labels.
Dates use Beijing time. Open an event for its full record, original source and evidence. Corroboration adds support without counting as a material change.
- Material changeTechCrunch reports NVIDIA's Q2 call: Amazon adds 2M GPUs (Blackwell Ultra/Rubin/Rubin Ultra) to AWS for 2027-2028, deployments from Q3 — triple the earlier order; supply commitments rise to $279B.
- Material changeSame call (via IT Home): CFO guides FY2028 revenue up ~70%, excluding China data-center revenue; Jensen Huang says real demand is far higher — "compute is now revenue."
- On radarAmazon triples its NVIDIA GPU order: 2M more chips headed to AWS through 2028
- On radarEntered the BitShovel radar: 50 entries visible on AIHOT featured at collection.
- To watch poolThis item has left the current list. Existing records remain available, and later retained material will join the same archive.
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COVERAGE · Record status
No live card right now.
Coverage status describes how this site maintains its records, not whether a product is worth using. Existing records remain available after leaving the current list.
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THE LINEAGE · Lineage
An ongoing record around the same identity.
Source evidence identifies this line. Changing category or moving into history does not create a new identity.