Amazon triples order for Nvidia chips amid surging demand
Amazon has significantly expanded its partnership with Nvidia, tripling the number of GPU chips ordered to include an additional two million units. These will be deployed in Amazon Web Services (AWS) data centers starting in 2027 and 2028. The deal includes a range of high-performance AI-focused GPUs such as Blackwell Ultra and Rubin models. This announcement follows just five months after Amazon initially committed to deploying over one million Nvidia chips, with demand now outpacing expectations. While financial terms were not disclosed, the value is estimated in the tens of billions due to GPU pricing. The partnership also extends beyond hardware, integrating Nvidia's networking solutions and AI software across AWS. Despite this deepening collaboration, Amazon continues developing its own AI chip initiatives like Trainium and Graviton CPUs as part of a broader strategy to reduce reliance on external suppliers.
Topics: AI Amazon Web Services (AWS) Data center expansion GPU chips Nvidia Blackwell/Rubin