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Amazon triples Nvidia GPU order to 2 million chips for AWS data centers

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GoKawiil Brief

Amazon and Nvidia expanded their partnership, with Amazon agreeing to add 2 million more Nvidia GPUs—including Blackwell Ultra, Rubin, and Rubin Ultra chips—to AWS data centers by 2027-2028. This comes just five months after a prior deal for over 1 million GPUs, with Nvidia citing demand that 'exceeded expectations.' The deal also extends to broader integration of Nvidia's networking hardware, models, CPUs, and robotics platforms into AWS infrastructure.

Why It Matters

GoKawiil's interpretation of the reporting above, not reported fact.

The scale and speed of this expansion signal that AI infrastructure demand is accelerating faster than even major cloud providers anticipated, reinforcing Nvidia's dominant position in the AI hardware supply chain. Notably, Amazon is deepening this reliance on Nvidia even as it builds its own competing chips like Trainium, suggesting that in-house alternatives aren't yet sufficient to meet the surge in AI workloads from startups, enterprises, and governments.

Key Takeaways
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Source: techcrunch.com — Rebecca Bellan, 2026-08-26

Published there as: “Amazon just tripled its order of Nvidia chips over ‘surging demand’”

Read the original report → The summary and analysis above are GoKawiil's own, written from reporting by the source above. Facts and quotes belong to the original publisher.