Amazon Expands NVIDIA GPU Order to 3 Million as Part of Broader Infrastructure Partnership
Amazon has significantly increased its order for NVIDIA GPUs from two million to three million units, with the chips expected to arrive in Amazon Web Services (AWS) data centers between 2027 and 2028. The deal includes advanced models like Blackwell Ultra, Rubin, and Rubin Ultra GPUs and is part of a broader infrastructure partnership that spans AI factories, CPUs, networking, open models, robotics, and more. This expanded agreement underscores the strategic importance of Amazon-NVIDIA collaboration in advancing their respective AI initiatives. NVIDIA benefits from securing one of its largest customers while aiming for over $1 trillion in revenue from Blackwell and Rubin by 2027. Meanwhile, AWS gains critical compute capacity to scale its AI infrastructure business. Despite this growth, the deal's impact on Amazon’s cloud services will likely not be realized until late 2027 or early 2028 when the chips become operational. The investment reflects a long-term bet rather than an immediate catalyst for revenue growth.
Topics: Amazon Artificial Intelligence AWS GPU orders NVIDIA