Amazon Triples Nvidia GPU Order to 3 Million Chips as AI Infrastructure Demand Surges
8 Sources
[1]
Amazon just tripled its order of Nvidia chips over 'surging demand'
Amazon and Nvidia just got a lot closer. The two companies announced Wednesday an expanded partnership that includes a deal to add another 2 million Nvidia GPU chips to Amazon's data centers. These GPUs, which are designed to handle the heavy compute demands of training and running AI models,
[2]
Amazon and Nvidia are dramatically expanding their AI partnership
* AWS plans to add 2 million Nvidia GPUs between 2027 and 2028 * The expanded deployment follows an earlier commitment exceeding one million chips * New Vera-based CPUs will support increasingly demanding artificial intelligence workloads Amazon Web Services and Nvidia have expanded their
[3]
AWS and NVIDIA to Deliver 2 Million Additional GPUs and Next-Generation Infrastructure for Agentic and Physical AI
Companies Deepen Integration Across the AI Stack, Bringing NVIDIA Vera CPUs, Advanced Networking, Nemotron Open Models and Physical AI Technologies to AWS as Customer Demand Accelerates SEATTLE and SANTA CLARA, Calif., Aug. 26, 2026 Amazon Web Services (AWS), an Amazon.com, Inc. company (NASDAQ:
[4]
AWS to add 2 million Nvidia GPUs in 2027-2028
Amazon Web Services plans to add 2 million Nvidia GPUs to its global infrastructure between 2027 and 2028, expanding capacity for artificial intelligence workloads. The deployment follows an earlier commitment to add more than 1 million chips starting in 2026 after customer demand exceeded
[5]
Amazon triples its NVIDIA AI GPU order to 3 million chips in five months
Amazon has tripled its NVIDIA GPU order in just five months. What started as a commitment to deploy one million NVIDIA AI GPUs across AWS infrastructure at GTC in March has now grown to three million. Amazon is adding another two million chips covering Blackwell Ultra, Rubin, and Rubin Ultra
[6]
Amazon Commits to 3 Million NVIDIA GPUs in AWS, Tripling a Deal That Started at Just One Million
With NVIDIA's fiscal second quarter earnings official, Amazon and the firm announced earlier today that they will expand their collaboration for using NVIDIA's AI chips in Amazon's AWS cloud computing platform. Through the deal, Amazon will now deploy up to three million NVIDIA AI GPUs in its
[7]
AWS and NVIDIA Plan Deployment of 2 Million Additional GPUs for Next-Generation AI
To meet this surging demand from frontier labs, global enterprises, startups and governments, AWS and NVIDIA are building on 16 years of joint innovation to expand AI compute capacity and bring new co-engineered solutions to customers faster. Amazon Web Services announced a major expansion of
[8]
Amazon and Nvidia expand AI partnership with 2 million GPUs By Investing.com
Investing.com -- Amazon Web Services and Nvidia announced today an expansion of their partnership to address growing demand for AI infrastructure. The companies plan to deploy 2 million additional Nvidia GPUs across AWS's global infrastructure in 2027-2028. The expanded collaboration will cover AI
Share
Copy Link
Amazon Web Services expanded its partnership with Nvidia, ordering an additional 2 million GPUs for deployment in 2027-2028. The move triples Amazon's total GPU commitment to 3 million chips in just five months, driven by surging demand from AI labs, enterprises, and government agencies.
Amazon and Nvidia Expand Partnership with Massive GPU Deployment
Amazon Web Services and NVIDIA announced a major expansion of their strategic collaboration, planning to deploy 2 million additional Nvidia GPUs across AWS's global infrastructure between 2027 and 2028
1
. This expansion follows an earlier commitment made at NVIDIA GTC in March 2026 to add more than 1 million chips starting in 20263
. The announcement effectively triples Amazon's total GPU order to 3 million chips in just five months5
.
Source: TweakTown
The additional GPUs include Nvidia Blackwell Ultra, Rubin, and Rubin Ultra architectures, with deliveries beginning in the third quarter of this year and continuing through 2028
1
. While neither company disclosed financial terms, industry analysts estimate the deal is worth tens of billions of dollars at current GPU prices5
. NVIDIA stated that since the initial commitment, "demand has exceeded those expectations," driven by surging AI demand from startups, enterprises, AI labs, and governments1
.Full-Stack Integration Extends Beyond GPU Orders
The Amazon Nvidia partnership now extends far beyond chip procurement. AWS and NVIDIA are deepening their integration across the entire AI infrastructure stack, including CPUs, networking, open models, and software
3
. Amazon Web Services will bring NVIDIA's Vera CPU-based infrastructure to AWS, with some processors deployed standalone and others integrated with Rubin GPUs1
. NVIDIA CEO Jensen Huang previously described Vera as opening a "brand new $200 billion TAM" for the company1
.
Source: Wccftech
Networking upgrades will include extended NVLink Fusion technology paired with custom high-bandwidth memory to boost performance across large AI computing clusters
2
. The companies are also integrating the NVIDIA platform with the AWS Nitro System and Elastic Fabric Adapter for enhanced security and reliability3
. Matt Garman, CEO of AWS, emphasized that customers "want the freedom to choose the best tools for their AI workloads, and they want confidence that everything works seamlessly together"4
.Performance Gains and Government AI Infrastructure
The expanded AI infrastructure delivers substantial performance improvements for AI computing power. Upgrades to Amazon's analytics service using NVIDIA's cuDF software are expected to raise processing speeds to nearly 3.7 times those of standard configurations, while improving price performance by about 30%
4
. Vector search capabilities on Amazon's search service are also improving dramatically, with index construction completing roughly 9 times faster when run on GPUs2
.AWS is the first major cloud provider to offer compute instances accelerated by NVIDIA RTX PRO 4500 Blackwell Server Edition GPUs through Amazon EC2 G7 instances, which deliver 4.6 times faster AI inference performance and 2.1 times stronger graphics output compared to previous-generation systems
3
. The plan also includes building US government AI factories with 100,000 GPUs on secure AWS infrastructure dedicated to federal and national-security workloads with Impact Level 6 security classifications5
.Related Stories
Physical AI and Robotics Integration
Amazon Robotics is adopting NVIDIA's full physical AI platform to power its warehouse automation fleet
1
. The robotics simulation stack includes NVIDIA Omniverse for simulation and digital twin capabilities, Cosmos world model platform, Isaac robotics development platform, and Jetson computing hardware for robots and edge AI1
. This integration aims to speed innovation in warehouse automation and next-generation robots through advanced agentic and physical AI capabilities3
.On the enterprise side, AWS will serve NVIDIA's Nemotron family of open models through Amazon Bedrock and SageMaker, giving customers broader model choice for their AI applications
3
. Jensen Huang noted that "NVIDIA and AWS have built one of the great growth engines of the AI era, and demand is running ahead of every forecast"4
.Amazon's Own Chip Ambitions Continue Alongside Nvidia Expansion
Despite the massive expansion of the Amazon Nvidia partnership, Amazon continues investing in its own potentially competing AI chips. Amazon's AI chief Peter DeSantis revealed that AWS is in talks to sell its Trainium chips—direct alternatives to NVIDIA's H100 or Blackwell chips for deep learning workloads—to other companies for use in data centers
1
. Amazon's Arm-built Graviton CPU also challenges traditional server chips from Intel and AMD1
.
Source: TechRadar
Amazon reported that its custom chip business crossed a $25 billion annualized revenue run rate, driven by $225 billion in total commitments from AI labs including Anthropic and OpenAI
1
. However, the scale of this new GPU order suggests that NVIDIA remains dominant in the AI chip market. NVIDIA reported $96.2 billion in second-quarter revenue, with data center revenue reaching $89 billion—up 117% year over year1
. The company expects revenue to reach $108 billion in the third quarter and has committed $279 billion to secure supply and manufacturing capacity, up substantially from $119 billion last quarter1
.References
Summarized by
Navi
[4]
Related Stories
Amazon Web Services strikes dual AI chip deals with Nvidia and Cerebras to dominate inference
13 Mar 2026•Technology
Amazon Web Services Unveils Custom Cooling Solution for Next-Gen Nvidia GPUs in AI Infrastructure
10 Jul 2025•Technology
Amazon unveils AI Factories with Nvidia partnership and launches Trainium3 chip for on-premises AI
02 Dec 2025•Technology
Recent Highlights
1
Apple Launches iOS 27 and macOS 27 with Siri AI Overhaul and Liquid Glass Updates
Technology
2
OpenAI Agents Launched RubyGems Attack With 2,000+ Malicious Packages, Attempted API Key Theft
Technology
3
Apple Launches iPhone 18 Pro with Variable Aperture Camera and Advanced AI Features at $1,199
Technology
Recent Highlights
Today's Top Stories
Don’t drown in AI news. We cut through the noise - filtering, ranking and summarizing the most important AI news, breakthroughs and research daily. Follow topics that matter to you and stay ahead.
