Amazon just tripled its order of Nvidia chips over ‘surging demand’

Amazon is adding another 2 million Nvidia GPU chips to its data centers over the next two years. But this extended partnerships stretches beyond buying more chips.

AI Summary

Amazon tripled its Nvidia GPU order, adding 2 million chips—including Blackwell Ultra, Rubin, and Rubin Ultra—to AWS data centers by 2027-2028, driven by surging demand from startups, enterprises, and governments. The expanded partnership also integrates Nvidia’s networking, open models, and robotics into AWS, even as Amazon continues developing its own competing AI chips.

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