Nvidia is taking two notable steps to sustain its AI hardware dominance: extending payment terms to 60 days for some customers and significantly expanding its supply relationship with Amazon.
According to Nvidia’s latest quarterly filing, the extended payment terms allow key buyers to defer payments for high-priced GPUs, reducing cash flow pressure on cloud providers and AI startups. The move effectively turns Nvidia’s cash reserves into a financing tool, increasing accounts receivable while helping to prevent order cancellations and strengthen customer loyalty.
Amazon and Nvidia announced during Nvidia’s earnings call that Amazon will add another 2 million Nvidia GPU chips to its data centers in 2027 and 2028. This follows a prior deal, made five months earlier, for more than 1 million GPUs. Financial terms were not disclosed, but analysts estimate the expanded order could be worth tens of billions of dollars. The chips include Nvidia Blackwell Ultra, Rubin, and Rubin Ultra.
The partnership goes beyond chip supply. Nvidia said it will integrate networking hardware, open models, CPUs, data processing software, and robotics platforms across AWS. Nvidia chief financial officer Colette Kress said Vera CPUs will be deployed in AWS data centers, some integrated with Rubin GPUs and others standalone. Amazon also continues to invest in its own Trainium and Graviton chips, but Nvidia remains the primary AI chip supplier for AWS.
Nvidia reported second-quarter revenue of $96.2 billion, with data center revenue up 117% year-over-year, and guided for about $108 billion in third-quarter revenue. Its purchase and supply commitments climbed to $279 billion, up from $119 billion in the prior quarter. CEO Jensen Huang said AI is now generating “profitable tokens,” justifying large infrastructure bets. The announcements highlight intensifying AI compute demand, though no specific cryptocurrency assets were directly named.
