Nvidia News
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NVIDIA–AMAZON: MAJOR EXPANSION OF AI INFRASTRUCTURE DEAL
NVIDIA and Amazon Web Services have dramatically expanded their AI partnership, with AWS committing to deploy an additional 2 million NVIDIA GPUs across its global infrastructure during 2027–28. This is on top of the more than 1 million NVIDIA GPUs already committed by AWS, taking the total deployment to more than 3 million GPUs.
While the financial terms have not been disclosed, a reasonable estimate is that the additional 2 million GPUs could represent $70–100bn or more of hardware, once the GPUs, networking, NVLink, memory and complete NVIDIA systems are included. The overall AWS commitment could therefore ultimately represent well over $100bn of NVIDIA-related infrastructure spending.
Importantly, this is not simply a GPU purchase.The expanded relationship covers NVIDIA's Blackwell Ultra, Rubin and Rubin Ultra platforms, Vera CPUs, networking, software and NVLink, with Amazon also becoming the first collaborator on NVIDIA's next-generation custom high-bandwidth memory technology (custom memory as mentioned by Micron only weeks ago).
For NVIDIA, the announcement provides exceptional visibility into future demand and is another powerful confirmation that hyperscaler AI investment remains enormous. AWS is effectively doubling down on NVIDIA despite continuing to develop its own Trainium chips.
The key takeaway: more than 3 million NVIDIA GPUs committed to AWS, with the incremental commitment alone potentially worth around $100bn once the complete infrastructure stack is included.