🤖Amazon and Nvidia Expand Partnership with 2M GPU Chips
AWS and Nvidia's deal just got bigger
TL;DR
Amazon and Nvidia are adding 2 million GPUs to AWS data centers in 2027-2028, extending beyond just chip sales. This surge in demand is reshaping AI infrastructure.
Amazon and Nvidia just announced a major expansion of their partnership, adding 2 million GPUs to AWS data centers in 2027 and 2028. This deal comes on the heels of a previous agreement for over 1 million GPUs, reflecting surging demand from startups, enterprises, and AI labs. For developers, this means more powerful and flexible AI resources on AWS, with Nvidia's full physical AI stack powering everything from cloud services to warehouse robots. Nvidia's Q2 sales hit $96.2 billion, with data center revenue at $89 billion, and they're expecting $108 billion in Q3. This partnership is a big deal for anyone using AWS for AI and machine learning workloads.
Key Points
Amazon and Nvidia are adding 2 million GPUs to AWS data centers in 2027 and 2028, extending beyond chip sales.
Nvidia's Q2 sales hit $96.2 billion, with data center revenue at $89 billion, and they're expecting $108 billion in Q3.
Amazon is investing in its own AI chip efforts, with a $25 billion annualized revenue run rate.
Nvidia plans to send Vera CPUs to Amazon, to be deployed by major hyperscalers, neoclouds, AI labs, and system OEMs.
Nvidia's CEO says AI is generating profitable tokens, and additional compute could result in additional profits.
Why It Matters
If you're using AWS for AI and machine learning workloads, this partnership means more powerful and flexible resources. Nvidia's full physical AI stack will power everything from cloud services to warehouse robots, making AWS a more robust platform for AI development and deployment.
Frequently Asked Questions
Why does this matter?
If you're using AWS for AI and machine learning workloads, this partnership means more powerful and flexible resources. Nvidia's full physical AI stack will power everything from cloud services to warehouse robots, making AWS a more robust platform for AI development and deployment.
What happened?
Amazon and Nvidia are adding 2 million GPUs to AWS data centers in 2027-2028, extending beyond just chip sales. This surge in demand is reshaping AI infrastructure.
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