Observed Signal · Aug 26, 2026 · Partnership · Source: techcrunch · Impact: 4/5 · Sentiment: Positive
Amazon Triples Nvidia GPU Order Amid Surging AI Demand
Amazon and Nvidia expanded their partnership with a deal for Amazon to add 2 million Nvidia GPUs to Amazon Web Services data centers, scheduled for delivery in 2027 and 2028. The GPUs include Nvidia Blackwell Ultra, Rubin, and Rubin Ultra models; Nvidia also plans to supply Vera CPUs integrated in some configurations. The announcement was made during Nvidia’s quarterly earnings call, where the company reported $96.2 billion in Q2 sales and $89 billion in data center revenue. The companies cited “surging demand” from startups, enterprises, AI labs, and governments. The partnership also extends Nvidia’s full physical AI stack into Amazon’s robotics and enterprise offerings and will see Nvidia models (Nemotron) served on AWS-managed services.
Major cloud provider (Amazon/AWS) committing 2 million Nvidia GPUs and broader integration of Nvidia’s AI stack materially increases industry compute capacity and impacts AI model deployment, supply chains, and cloud competition.
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Key Takeaways & Evidence Grounding
- Amazon agreed to add 2 million Nvidia GPU chips to AWS data centers, with deployments planned for 2027 and 2028.
- The GPUs specified include Nvidia Blackwell Ultra, Rubin, and Rubin Ultra; Nvidia also plans to supply Vera CPUs (some integrated with Rubin).
- The expanded partnership was announced on Nvidia’s quarterly earnings call, five months after an earlier agreement for more than 1 million Nvidia GPUs.
- Nvidia reported $96.2 billion in sales for the second quarter, with $89 billion coming from data center revenue.
- Nvidia committed $279 billion to secure supply and manufacturing capacity for current and future data-center projects.
Connected Companies & Entities
8 Entities mapped“Nvidia said in a statement that since then, “demand has exceeded those expectations.”...”
“The two companies announced Wednesday an expanded partnership that includes a deal to add another 2 million Nvidia GPU chips to Amazon’s dat...”
“The two companies announced Wednesday an expanded partnership that includes a deal to add another 2 million Nvidia GPU chips to Amazon’s dat...”
“Nvidia said it expects Vera to be deployed by “every major hyperscaler, neocloud, AI lab, and system OEM, with shipments already underway to...”
“Amazon’s custom chip business ... crossed a $25 billion annualized revenue run rate, driven by $225 billion in total commitments from AI lab...”
“Amazon’s custom chip business ... crossed a $25 billion annualized revenue run rate, driven by $225 billion in total commitments from AI lab...”
“Amazon’s Arm-built Graviton CPU is also seen as a challenger to traditional server chips from Intel and AMD....”
“Amazon’s Arm-built Graviton CPU is also seen as a challenger to traditional server chips from Intel and AMD....”
Ontology Mapping & Concepts
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AWS and NVIDIA to Deliver 2 Million Additional GPUs and Next-Generation Infrastructure for Agentic and Physical AI
AWS and NVIDIA announced an expansion of their collaboration to deliver 2 million additional GPUs and next-generation infrastructure for agentic and physical AI.
Cramer: Nvidia Chip Demand Accelerates on Instant ROI
CNBC’s Jim Cramer said Nvidia’s AI chip demand is accelerating because customers are seeing immediate profitability from deploying the company’s hardware. The comments followed Nvidia’s better-than-expected fiscal Q2 2027 results, a fourth consecutive quarter of accelerating year-over-year revenue growth, and a strong sales outlook. CEO Jensen Huang said ROI timelines have shortened to under a year for large data-center deployments. Nvidia also expanded its partnership with Amazon Web Services, with AWS committing to buy 2 million additional Nvidia GPUs in 2027 and 2028 and to install Vera CPUs; Amazon will also use Nvidia technology for robotics. Nvidia’s finance chief said growth will be driven largely by non-hyperscaler customers, including neoclouds such as CoreWeave and Nebius, as well as enterprises.
Nvidia's Growth Soars as Vera Rubin Hits Market
Nvidia reported another quarter of rapid growth and issued an optimistic forecast driven by AI data-center demand and the rollout of its next rack-scale system, Vera Rubin. The company expects year-over-year revenue to rise about 77% this quarter to roughly $78 billion, beating analyst estimates, and said data center sales now represent over 91% of revenue. Nvidia began shipping first Vera Rubin samples and says Rubin’s 72 next-generation GPUs will deliver about 10x more performance per watt versus predecessors. Management flagged supply commitments into 2027 and raised its addressable opportunity tied to Blackwell and Rubin. Competitors and risks cited include AMD’s upcoming Helios rack system (with Meta committing AMD GPUs) and large cloud customers building in-house chips; Nvidia is not assuming any China data-center revenue in its near-term outlook due to export-control uncertainty.
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