tech
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 partnership stretches beyond buying more chips.
TL;DR
- Amazon will add another 2 million Nvidia GPU chips to its AWS data centers in 2027 and 2028.
- The expanded partnership includes integration of Nvidia's networking hardware, CPUs, software, and robotics platforms across AWS.
- The deal is a significant expansion from Amazon's previous agreement to deploy over 1 million Nvidia GPUs starting this year.
- Nvidia's latest GPUs, including Blackwell Ultra, Rubin, and Rubin Ultra, will be utilized.
- The partnership extension is influenced by "surging demand" from startups, enterprises, AI labs, and governments.
- Amazon is also developing its own AI chips (CPUs like Trainium and Graviton) to reduce dependence on Nvidia.
- Nvidia's Vera CPUs are also expected to be deployed by major hyperscalers and AI labs.
- Amazon plans to adopt Nvidia's full physical AI stack for its warehouse robots.
- AWS will serve Nvidia's Nemotron family of open models on its Bedrock and SageMaker platforms.
- Nvidia reported strong Q2 earnings, with data center revenue at $89 billion, and expects higher revenue in Q3.