Amazon and Nvidia have expanded their partnership, with Amazon ordering an additional 2 million Nvidia GPUs for its data centers. These GPUs include the Blackwell Ultra, Rubin, and Rubin Ultra models, set to arrive in 2027 and 2028. The deal, announced during Nvidia’s quarterly earnings call, follows Amazon’s earlier commitment to deploy over 1 million Nvidia GPUs across AWS infrastructure starting this year. Nvidia stated that demand for its chips has exceeded initial expectations, though financial terms of the agreement remain undisclosed. The partnership reflects the growing importance of AI compute in cloud services and data centers, as startups, enterprises, and governments increasingly rely on powerful GPUs for machine learning and large-scale computing tasks.
Nvidia’s CEO, Jensen Huang, highlighted the significance of the deal, emphasizing the role of AI in generating profitable tokens and the need for more compute to drive further growth. The company also plans to ship an unspecified number of Vera CPUs alongside the GPUs, with some integrated with Rubin and others standalone. Nvidia’s CFO, Colette Kress, noted that Vera is expected to be adopted by major hyperscalers, neocloud providers, and AI labs, with shipments already underway to partners like Oracle and SpaceXAI. Additionally, Amazon plans to use Nvidia’s full physical AI stack to power its warehouse robots, including platforms like Omniverse, Cosmos, Isaac, and Jetson. Nvidia also introduced a new version of Jetson designed for entry-level edge AI applications.
The partnership comes as Amazon ramps up its own AI chip development, particularly with its Trainium chips, which are positioned as an alternative to Nvidia’s H100 and Blackwell chips. Amazon’s AI chief, Peter DeSantis, mentioned ongoing discussions to sell Trainium chips to other companies for data center use. The company has also emphasized its growing custom chip business, which reached a $25 billion annualized revenue run rate, driven by commitments from AI labs like Anthropic and OpenAI. Despite Amazon’s efforts, Nvidia remains a dominant player in the AI chip market, with its data center revenue reaching $89 billion in the second quarter of 2026, up 117% from the previous year.
Source: techcrunch
