AWS and NVIDIA Expand Partnership with 2 Million Additional GPUs

On August 27, AWS and NVIDIA announced an expanded strategic partnership to deploy an additional 2 million NVIDIA GPUs across AWS global infrastructure in 2027-2028, responding to surging AI demand. AWS CEO Matt Garman and Jensen Huang jointly announced the news, saying demand for reliable AI infrastructure keeps accelerating.

Confirmed

• The 2 million additional GPUs span Blackwell Ultra, Rubin and Rubin Ultra architectures, with deployment scheduled for 2027-2028.
• Per @BethKindig, the deal was disclosed in NVIDIA's Q2 earnings: AWS plans to complete deployment before Q2 of fiscal 2029, with Vera CPUs delivered standalone or integrated into the Rubin platform.
• The partnership also brings NVIDIA Vera CPU-based infrastructure to AWS for agentic AI workloads, and extends NVLink and other more efficient interconnects.
• The two companies will also build an AI factory equipped with 100,000 GPUs for the US government (@IanAndrewsDC, AWS CEO Matt Garman).
• @IanAndrewsDC cited analysis valuing the two-year order at up to $120 billion.
• Combined with the earlier March commitment of over 1 million GPUs, AWS's total NVIDIA GPU deployment would reach about 3 million (@HaktanSuren's estimate).

Why it matters

• @rohanpaulai noted the expansion gives AWS a rare, multi-year NVIDIA GPU roadmap at unprecedented scale, reflecting massive cloud capex and explosive compute demand.
• @MickeySteamboat argued the move shows Amazon strengthening its AI compute infrastructure for growing cloud and AI training demand; bringing Vera CPUs to AWS also extends the partnership from GPUs toward CPU and full-rack-level solutions.

2026-08-27 ~ 2026-08-29 · 9 related posts

• AWS and NVIDIA to Deploy 2 Million Additional GPUs for Agentic and Physical AI — nvidia · 2026-08-27
• AWS to Deploy 2 Million Additional NVIDIA GPUs in 2027-2028 — BenBajarin · 2026-08-27
• AWS expands Nvidia GPU fleet to 3 million — HaktanSuren · 2026-08-27
• Amazon reportedly buying 2 Million GPUs from NVIDIA — MickeySteamboat · 2026-08-27
• [source] AWS expands NVIDIA roadmap by 2M GPUs for 2027-2028 deployment — rohanpaul_ai · 2026-08-27
• AWS orders another 2M NVIDIA GPUs for 2027-2028, deal estimated at $80B-$120B — IanAndrewsDC · 2026-08-27
• [source] AWS to add 2 million NVIDIA GPUs and build 100K-GPU AI factory for US government — IanAndrewsDC · 2026-08-28
• [source] Nvidia to Help AWS Deploy 2 Million GPUs and Vera CPUs — Beth_Kindig · 2026-08-29

1 near-duplicate retellings: rohanpaul_ai