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Amazon triples Nvidia GPU chip orders and expands Zoox supplier network

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Amazon is expanding its Nvidia partnership, tripling orders for GPU chips to meet rising AI demand for AWS and internal projects. It is also deepening Zoox work via an LG Innotek partnership tied to robotaxi sensing and hardware. The shift increases focus on ongoing data-center and chip spending, with payback uncertainty if competition in AI infrastructure and autonomous systems intensifies.

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