Key facts
- Amazon will acquire an additional 2 million Nvidia GPU chips for its AWS data centers.
- The expanded deal includes Nvidia's Blackwell Ultra, Rubin, and Rubin Ultra GPUs.
- These chips are scheduled for deployment in 2027 and 2028.
- The partnership also involves integrating Nvidia's networking hardware, CPUs, software, and robotics platform into AWS.
- Amazon plans to use Nvidia's AI stack to power its warehouse robots.
- Nvidia reported Q2 sales of $96.2 billion, with data center revenue at $89 billion.
Amazon has significantly expanded its partnership with Nvidia, agreeing to acquire an additional 2 million Nvidia GPU chips for its AWS data centers. This move, driven by 'surging demand' from various entities including startups, enterprises, AI labs, and governments, triples Amazon's previous order of over 1 million GPUs placed just five months prior.
The expanded deal, announced during Nvidia's quarterly earnings call, will see the integration of Nvidia's next-generation Blackwell Ultra, Rubin, and Rubin Ultra GPUs into AWS infrastructure starting in 2027 and 2028. Beyond GPUs, the partnership encompasses Nvidia's networking hardware, open models, CPUs, data processing software, and robotics platform.
Amazon plans to leverage Nvidia's full physical AI stack, including Omniverse, Cosmos, Isaac, and Jetson, to power its fleet of warehouse robots. AWS will also offer Nvidia's Nemotron family of open models through Amazon Bedrock and SageMaker. This collaboration occurs even as Amazon develops its own competing AI chips, such as the Trainium chips for deep learning and Graviton CPUs.
Nvidia reported strong financial results, with Q2 sales reaching $96.2 billion, largely driven by $89 billion in data center revenue, an increase of 117% year-over-year. The company anticipates Q3 revenue to hit $108 billion. Nvidia has also committed $279 billion to secure supply and manufacturing capacity for future data center projects, underscoring the immense demand for AI infrastructure.