Amazon Commits to Additional 2 Million Nvidia GPUs for AWS
On August 28, Amazon and Nvidia announced that AWS will deploy an additional 2 million Nvidia GPUs by 2028. This commitment triples the number of chips ordered in March 2026 and reflects surging demand for AI infrastructure. The deal includes deployment of Blackwell Ultra, Rubin, and Rubin Ultra chips across global data centers. While Nvidia's stock rose nearly 9% following the announcement, Amazon’s shares fell about 1.5%. This divergence highlights concerns over Amazon’s capital expenditures, which are already projected at $220 billion for 2026—up from earlier estimates—and expected to remain high beyond this year due to ongoing AI investments. AWS reported strong growth in Q2 with revenue reaching $42.2 billion and a backlog of signed work growing triple digits annually. The partnership also includes plans to build secure AI factories for the U.S. government, further expanding AWS’s role in critical infrastructure.
Topics: AI AWS cloud computing GPU deployment Nvidia