Amazon Triples Nvidia Order With 2 Million AWS GPUs as AI Demand Spills Into 2028
Updated
Updated · TechCrunch · Aug 26
Amazon Triples Nvidia Order With 2 Million AWS GPUs as AI Demand Spills Into 2028
3 articles · Updated · TechCrunch · Aug 26
Summary
Amazon will add 2 million more Nvidia GPUs to AWS data centers in 2027 and 2028, expanding a deal struck just five months ago for more than 1 million chips starting this year.
Surging demand from startups, enterprises, AI labs and governments drove the expansion, and Nvidia said demand had already exceeded the earlier plan; the new order is worth tens of billions of dollars based on GPU pricing.
The partnership now goes beyond GPUs: AWS will integrate Nvidia networking, CPUs, software and open models, while Amazon will use Nvidia’s robotics stack in warehouses and serve Nemotron models through Bedrock and SageMaker.
The move deepens Amazon’s reliance on Nvidia even as AWS pushes its own Trainium AI accelerators and Graviton CPUs, whose custom-chip business has reached a $25 billion annualized revenue run rate.
For Nvidia, the AWS win reinforces a blockbuster quarter—$96.2 billion in revenue, including $89 billion from data centers—and supports its $108 billion third-quarter outlook as Rubin shipments begin.