Core Insights - Amazon reported strong third-quarter results, with its cloud business AWS experiencing a 150% quarterly surge in Trainium chip usage driven by AI demand [1] - CEO Andy Jassy announced significant expansion plans, including the addition of over 3.8 gigawatts (GW) of power in the past year, which is double the capacity from 2022, and aims to double again by 2027 [2] - The market reacted positively to these developments, boosting Amazon's stock by nearly 10% to a record high of $244.22 per share [3] Company Impacts - **Nvidia (NVDA)**: As a primary supplier of GPUs for AWS, Nvidia is expected to see increased demand for its Blackwell chips as Amazon doubles its capacity by 2027, particularly for AI workloads [5][6] - Nvidia's partnership with AWS, established in 2010, has led to innovations in Amazon's machine learning services and supercomputing capabilities, positioning Nvidia to capture a significant share of AWS's $100 billion-plus AI capital expenditures [7][8] - **Vertiv Holdings (VRT)**: Vertiv provides essential infrastructure for data centers, focusing on power distribution and thermal management, which are critical for AWS's high-density AI builds. The doubling of capacity will increase the demand for Vertiv's solutions [9]