From Cloud Wars · Kieron Allen · · 1m 30s
AWS and NVIDIA Deploy 2 Million GPUs for AI Boom
The cloud and chip giants are massively expanding their partnership to meet explosive demand for AI infrastructure from enterprises and governments.
In brief
The cloud and chip giants are massively expanding their partnership to meet explosive demand for AI infrastructure from enterprises and governments. AWS and NVIDIA are committing to deploy 2 million additional GPUs between 2027 and 2028, positioning themselves to dominate the AI infrastructure market as demand…
AWS and NVIDIA deepen 16-year partnership
The cloud and chip giants announced a major expansion of their longstanding collaboration to deliver NVIDIA-accelerated computing across AWS infrastructure.
2 million GPUs coming 2027 to 2028
AWS will deploy 2 million additional NVIDIA GPUs between 2027 and 2028, building on over 1 million GPUs already committed for 2026 deployment.
Next-gen AI chips power the expansion
The deployment includes NVIDIA's Blackwell Ultra, Rubin, and Rubin Ultra architectures alongside Vera CPUs, designed for next-generation AI workloads like agentic and physical AI.
Amazon Robotics gets physical AI boost
Amazon Robotics will integrate NVIDIA's full-stack physical AI platform to accelerate development of Amazon's robotics projects at scale.
AI factories for U.S. government secured
AWS and NVIDIA will build AI factories for the U.S. government, deploying 100,000 GPUs on secure AWS infrastructure for federal and national-security workloads.
Preparing for AI demand that doesn't exist yet
AWS and NVIDIA are building infrastructure to meet future AI demand that will far exceed today's needs, signaling confidence in continued AI market acceleration.
Here's the gist
AWS and NVIDIA are committing to deploy 2 million additional GPUs between 2027 and 2028, positioning themselves to dominate the AI infrastructure market as demand accelerates.
