Overview
- Nvidia, which announced the expansion on Thursday, said AWS will deploy an additional two million Blackwell Ultra, Rubin, and Rubin Ultra GPUs, bringing Amazon’s known commitment to about three million units.
- Nvidia told investors the program runs from this quarter through the second of fiscal 2029, and the companies have said large‑scale hardware rollouts are expected in 2027 and 2028.
- The agreement also covers Nvidia’s full physical AI stack for Amazon’s warehouse robots, extending the partnership beyond servers into on‑site robotics control and sensing.
- Neither company disclosed the financial terms of the purchase and Nvidia shares rose about 4% in after‑hours trading while Amazon gained roughly 0.7% on the news.
- The deal highlights a hybrid procurement trend where AWS still buys large volumes of vendor GPUs despite its in‑house Trainium chips, a pattern that could concentrate supplier power and affect cloud capacity timing and costs.