Nvidia and Amazon Web Services Expand AI Partnership
Amazon Web Services (AWS), the cloud computing division of Amazon, has announced plans to deploy two million additional Nvidia GPUs across its global network over the next two years. This expansion builds on a long-standing partnership between the companies that dates back more than 16 years and reflects growing demand for AI chips driven by increased capital expenditures in the tech sector. Nvidia's latest collaboration with AWS includes integrating new Vera CPUs into AWS infrastructure, extending NVLink Fusion technology, and building secure AI factories for U.S. government use. The deal also involves supporting high-security workloads through 100,000 GPUs on AWS infrastructure and enabling Amazon’s robotics division to adopt Nvidia platforms. Nvidia's CFO noted that the cloud industry backlog exceeds $2 trillion, with top hyperscalers expected to spend nearly $800 billion on AI infrastructure this year. Despite supply constraints limiting growth projections for fiscal 2028 at around 70%, demand is estimated to be significantly higher.
Topics: AI Cloud Computing GPU Demand