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4w ago

AWS Commits Two Million More Nvidia GPUs

The expansion deepens hyperscaler reliance on vendor GPUs, expanding Nvidia’s reach from data‑center compute into Amazon’s warehouse robotics.

AWS data center in Sterling, Virginia
AWS to add 2 million Nvidia GPUs as cloud capacity demand grows

Overview

  • Nvidia, which announced the expansion on Thursday, said AWS will deploy an additional two million Blackwell Ultra, Rubin, and Rubin Ultra GPUs, bringing Amazon’s known commitment to about three million units.
  • Nvidia told investors the program runs from this quarter through the second of fiscal 2029, and the companies have said large‑scale hardware rollouts are expected in 2027 and 2028.
  • The agreement also covers Nvidia’s full physical AI stack for Amazon’s warehouse robots, extending the partnership beyond servers into on‑site robotics control and sensing.
  • Neither company disclosed the financial terms of the purchase and Nvidia shares rose about 4% in after‑hours trading while Amazon gained roughly 0.7% on the news.
  • The deal highlights a hybrid procurement trend where AWS still buys large volumes of vendor GPUs despite its in‑house Trainium chips, a pattern that could concentrate supplier power and affect cloud capacity timing and costs.