The AI Daily Brief · Friday, October 23, 2026
Business Insider reported that AWS expects to receive roughly $5 billion in Nvidia GB300 server racks at U.S. facilities before final deployment, with an additional $3 billion projected monthly. Sources indicated that the hardware is being staged because facilities lack the power required to turn them on.
“Under a new early rack receipt process, AWS expects to receive roughly $5 billion in NVIDIA's GB300 server racks at U.S. facilities before final deployment.”
“Sources said that Amazon has room for more racks, but they don't have the power to turn them on.”