Amazon just tripled its order of Nvidia chips over ‘surging demand’
Amazon Web Services (AWS) is expanding its partnership with Nvidia to deploy 2 million additional GPUs, bringing its total commitment to 3 million units. This expansion aims to meet surging demand for AI infrastructure and support next-generation agentic and physical AI. The deal includes the integration of Nvidia's custom memory and wiring technology into Trainium racks. This move comes as Amazon continues to develop its own proprietary AI chips while scaling external procurement to build out its data centers.
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- ✓ AWS and Nvidia will deliver 2 million additional GPUs and next-generation infrastructure for agentic and physical AI.
- ✓ Amazon's total commitment to Nvidia GPUs has increased to 3 million units.
- ✓ The order was tripled from an initial deal of 1 million GPUs.
- ✓ The expanded partnership was announced during an Nvidia earnings call.
What changed
AWS and Nvidia announced an additional 2 million GPU order to triple the previous commitment of 1 million units.
Live updates
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Amazon Triples Nvidia GPU Order to 3 Million Units
Amazon Web Services (AWS) is expanding its partnership with Nvidia to deploy 2 million additional GPUs, bringing its total commitment to 3 million units. This expansion aims to meet surging demand for AI infrastructure and support next-generation agentic and physical AI. The deal includes the integration of Nvidia's custom memory and wiring technology into Trainium racks. This move comes as Amazon continues to develop its own proprietary AI chips while scaling external procurement to build out its data centers.
Why it matters
The expansion occurs five months after a previous agreement for 1 million GPUs. This strategic shift highlights the immense computational requirements for training and deploying large-scale AI models. It demonstrates a hybrid hardware strategy where Amazon balances internal chip development with industry-standard Nvidia hardware.
What is confirmed
- AWS and Nvidia will deliver 2 million additional GPUs and next-generation infrastructure for agentic and physical AI.
- Amazon's total commitment to Nvidia GPUs has increased to 3 million units.
- The order was tripled from an initial deal of 1 million GPUs.
- The expanded partnership was announced during an Nvidia earnings call.
Still unconfirmed
- Amazon will boost AI infrastructure with Blackwell Ultra and Rubin models by 2027.
- The expanded deal includes Nvidia wiring technology and custom memory for Trainium racks.
What to watch next
- Deployment timelines for the additional 2 million GPUs
- Integration results of Nvidia technology within Trainium racks
- Updates on Amazon's proprietary AI chip development progress
confidence 95%Sources used for this update (11)
- TechCrunch — Amazon just tripled its order of Nvidia chips over ‘surging demand’
- NVIDIA Newsroom — AWS and NVIDIA to Deliver 2 Million Additional GPUs and Next-Generation Infrastructure for Agentic and Physical AI
- Yahoo Finance — Amazon to Buy 2 Million Nvidia Chips for Data Center Build-Out
- About Amazon — AWS and NVIDIA expand partnership for next-gen AI infrastructure
- WSJ — Nvidia Announces Expanded Amazon Partnership on Earnings Call
- Wccftech — Amazon Commits to 3 Million NVIDIA GPUs in AWS, Tripling a Deal That Started at Just One Million
- innovatopia.jp — Amazon、NVIDIA製GPUを追加200万基｜累計300万基でAI基盤を積み増す
- finance.yahoo.com — Stock market today: Dow, S&P 500, Nasdaq futures rise as Nvidia, Salesforce earnings boost tech
- finance.yahoo.com — Amazon and Nvidia expand AI partnership with 2 million GPUs
- www.briefs.co — Amazon Triples Nvidia GPU Order in AI Infrastructure Push
- finance.yahoo.com — Amazon Is Adding 2 Million Nvidia GPUs Even as It Builds Its Own AI Chips
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