Amazon has significantly expanded its partnership with Nvidia, agreeing to acquire an additional 2 million Nvidia GPU chips for its AWS data centers. These chips, including the Blackwell Ultra, Rubin, and Rubin Ultra models, are slated for delivery in 2027 and 2028. This deal triples Amazon's previous order and reflects the surging demand for AI compute power from various sectors. The expanded collaboration also involves integrating Nvidia's networking hardware, software, and robotics platforms into AWS, even as Amazon continues to develop its own competing AI chips. AI
IMPACT This massive GPU acquisition by Amazon signals continued intense demand for AI compute, potentially impacting supply chains and accelerating AI development across industries.
RANK_REASON Major expansion of a partnership between two key players in AI infrastructure, involving a substantial order of high-demand hardware.
- Chips
- Nvidia
- Amazon Bedrock
- Amazon SageMaker
- Amazon Web Services
- Anthropic
- NVIDIA Blackwell Ultra
- Nvidia Cosmos
- Nvidia GPU
- Nvidia Isaac
- Nvidia Jetson
- Nvidia Nemotron
- Nvidia Omniverse
- Nvidia Vera CPU
- OpenAI
- Oracle
- Rubin Ultra
- SpaceXAI
- graphics processing unit
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