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TechAmazon triples Nvidia GPU orders, adding 2 million chips for AWS
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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.
Source report
Amazon and Nvidia have announced an expanded partnership that will see 2 million Nvidia GPU chips added to AWS data centers in 2027 and 2028. The new chips include the Blackwell Ultra, Rubin, and Rubin Ultra models.
This announcement comes just five months after Amazon agreed to deploy over 1 million Nvidia GPUs. Nvidia stated that demand has since "exceeded expectations."
Financial Details
While the financial terms were not disclosed, industry estimates based on GPU unit prices suggest the transaction could be worth hundreds of billions of dollars.
Strategic Implications
Despite Amazon developing its own Trainium chips, the company has tripled its Nvidia orders. This indicates that the short-term AI computing power gap remains larger than what self-developed alternatives can currently fill.
The deal is expected to influence market assessments of whether cloud vendors' in-house chips can ultimately replace Nvidia's offerings.
Source
aihotNeutral / independent
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Amazon Triples Nvidia GPU Orders, Adding 2 Million Chips for AWS Data Centers