Amazon Triples Nvidia GPU Orders, Adding 2 Million Chips for AWS Data Centers
Amazon and Nvidia expanded their partnership, with Amazon adding 2 million Nvidia GPU chips (including Blackwell Ultra, Rubin, and Rubin Ultra models) to AWS data centers in 2027-2028. This triples a prior order of 1 million GPUs, driven by surging AI demand. Despite Amazon developing its own Trainium chips, the deal—worth tens of billions—underscores Nvidia’s continued dominance and the short-term gap in AI computing power. Nvidia also delivered its first Vera CPU and Rubin GPU to AWS in Seattle.
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NVIDIA Delivers First Vera CPU Server and Rubin GPU to AWS
NVIDIA's Ian Buck personally delivered AWS's first Vera CPU Server and Vera Rubin GPU to Willem Visser and Supreeth Sheshadri at AWS headquarters in Seattle. The Vera platform is purpose-built for agentic AI, promising more tokens per dollar and faster results for users. This marks a significant milestone in the partnership between NVIDIA and AWS, bringing next-generation AI hardware to the cloud computing giant.
Amazon to Add 2 Million Nvidia GPU Chips to Data Centers Over Two Years
Amazon is significantly expanding its partnership with Nvidia by adding 2 million Nvidia GPU chips to its data centers over the next two years. The announcement indicates that the collaboration extends beyond mere chip procurement, suggesting deeper integration or joint development efforts. This move underscores the growing demand for AI and cloud computing infrastructure, with Amazon Web Services (AWS) positioning itself to meet rising computational needs. The deal highlights Nvidia's dominance in the GPU market for AI workloads and Amazon's commitment to scaling its data center capabilities.
Amazon Triples Nvidia GPU Orders, Adding 2 Million Chips for AWS Data Centers
Amazon and Nvidia announced an expanded partnership to add 2 million GPU chips to AWS data centers in 2027 and 2028, including Blackwell Ultra, Rubin, and Rubin Ultra models. This comes just five months after Amazon agreed to deploy over 1 million Nvidia GPUs, with Nvidia stating demand has 'exceeded expectations.' Financial terms were not disclosed, but the deal is estimated to be worth tens of billions of dollars based on GPU unit prices. Despite Amazon developing its own Trainium chips, the tripling of Nvidia orders indicates that the short-term AI computing power gap remains larger than what self-developed alternatives can fill, influencing market assessments of whether cloud vendors' in-house chips can replace Nvidia.