Amazon Expands Nvidia Partnership With 2 Million New GPU Order
· Technology · TechCrunch
Amazon has signed an agreement to deploy 2 million additional Nvidia GPU chips across its Amazon Web Services data centers between 2027 and 2028. The order includes Nvidia's Blackwell Ultra, Rubin, and Rubin Ultra chips, marking a significant expansion of the partnership announced just five months ago. While the companies did not disclose financial terms, the deal is estimated to be worth tens of billions of dollars. This agreement integrates Nvidia’s networking hardware, CPUs, and software platforms into the AWS infrastructure. The expansion occurs despite Amazon's ongoing development of its own custom AI chips, such as Trainium and Graviton.
Why it matters
This massive infrastructure investment signals that major cloud providers still rely heavily on Nvidia's hardware to meet the surging AI compute demands of global enterprises and governments. The deal reinforces Nvidia's dominant market position even as Amazon continues to scale its internal chip-manufacturing capabilities.
Read the original report — TechCrunch
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