Amazon and Nvidia are significantly expanding their partnership, with Amazon planning to deploy another 2 million Nvidia GPUs across AWS data centres in 2027 and 2028 as demand for AI computing accelerates.
The additional chips include Nvidia’s Blackwell Ultra, Rubin and Rubin Ultra GPUs. Neither company disclosed financial terms, but the deal is likely worth tens of billions of dollars based on current GPU prices.
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AI Demand Pushes AWS Expansion
Only five months ago, Amazon agreed to deploy more than 1 million Nvidia GPUs across AWS infrastructure starting in 2026. Since then, Nvidia said, demand has exceeded expectations, driven by startups, enterprises, AI labs and governments.
The companies are now expanding the relationship beyond GPUs. Nvidia’s networking technology, CPUs, data-processing software, open models and robotics platforms will also be integrated into AWS.
Amazon Continues Building Its Own Chips
The expansion comes as Amazon invests heavily in its own AI hardware. AWS has developed Trainium accelerators and Graviton CPUs to reduce its reliance on Nvidia, while Amazon has explored selling Trainium chips to other companies as an alternative for AI workloads.
Amazon’s custom-chip business has surpassed a $25 billion annualised revenue run rate, according to the company. Despite that growth, the latest Nvidia order shows that its hardware remains central to Amazon’s plans for expanding AI infrastructure.
Nvidia will also supply an unspecified number of Vera CPUs, with some integrated into Rubin systems and others operating independently. CEO Jensen Huang has described the Vera opportunity as a potential $200 billion total addressable market.
Partnership Expands Into Robotics And Enterprise AI
Amazon plans to use Nvidia’s physical AI stack across its warehouse robotics operations, including Omniverse for simulation, Cosmos for world models, Isaac for robotics development and Jetson hardware for edge AI.
For enterprise customers, AWS will offer Nvidia’s Nemotron family of open models through Amazon Bedrock and SageMaker, extending the partnership into managed AI services.
Nvidia Ramps Up Production
Nvidia’s expanded agreement with Amazon comes as the chipmaker continues to report strong demand for AI infrastructure. Second-quarter revenue reached $96.2 billion, while data-centre sales rose 117% year on year to $89 billion. Nvidia expects third-quarter revenue of $108 billion, with its next-generation Rubin products beginning to contribute.
Meanwhile, Nvidia has committed $279 billion to secure supply and manufacturing capacity for current and future data-cententre projects, up sharply from $119 billion in the previous quarter.
For investors, the key question is whether the rapid expansion of AI computing capacity will translate into equally strong and sustainable returns. Amazon’s latest commitment suggests that major technology companies are still willing to spend heavily to secure that capacity.







