NVIDIA and AWS expand AI infrastructure partnership with 2 million additional GPUs

NVIDIA and Amazon Web Services announced an expanded AI infrastructure partnership under which AWS will deploy an additional 2 million NVIDIA GPUs (including Blackwell Ultra, Rubin, and Rubin Ultra) across its global infrastructure through Q2 FY29, along with Vera CPUs. The companies will also build secure data centers for the U.S. government featuring 100,000 GPUs.

Detected & updated continuously · Source: Nebula

Sources

@Ashton_1nvests

Amazon $AMZN and NVIDIA $NVDA just took their AI partnership to another level. AWS is deploying an ADDITIONAL 2 MILLION NVIDIA GPUs starting this quarter through Q2 FY29. That is a massive amount of compute. And I think there’s an important takeaway here for Amazon. AWS isn’t https://t.co/ZmmEMHUVTc

@StockMKTNewz

Nvidia $NVDA just announced a new partnership with Amazon Web Services $AMZN "AWS is deploying an additional 2 million GPUs starting this quarter through the second quarter of fiscal 2029"

@stocksnipa

Amazon AWS $AMZN will deploy 2M Nvidia $NVDA GPUs This includes: - Blackwell Ultra - Rubin Ultra - Rubin https://t.co/EkwMJAuqSo

@GoZukkYourself

NVDA & AWS EXPAND AI INFRASTRUCTURE PARTNERSHIP NVIDIA says AWS will deploy 2 million additional NVIDIA GPUs across its global infrastructure through Q2 FY29, along with Vera CPUs. AWS and NVIDIA will also build secure data centers for the U.S. government featuring 100,000 GPUs. AWS will offer NVIDIA’s Nemotron open models through Bedrock and SageMaker, while Amazon will adopt NVIDIA’s Omniverse, Cosmos, Isaac and Jetson stack for its warehouse robotics fleet.

@GoZukkYourself

NVIDIA'S CFO SAYS THE COMPANY AND AMAZON WEB SERVICES WILL DEPLOY 2 MLN ADDITIONAL NVIDIA GPUS ACROSS AWS'S GLOBAL INFRASTRUCTURE IN 2027-2028, AND WILL BUILD DATA CENTERS FOR THE U.S. GOVERNMENT THAT INCLUDE 100,000 GPUS ON 'SECURE AWS INFRASTRUCTURE' - CONF CALL

@YahooFinance

Hyperscaler capex is set to hit $1.3 trillion in 2027 as cloud industry backlogs top $2 trillion, according to Nvidia CFO Colette Kress. To capitalize on the surge, the company is expanding its long-standing partnership with AWS to scale its compute footprint even further. https://t.co/kPiMJy2XeZ

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