Amazon Expands NVIDIA GPU Deal to Add 2 Million More Chips for AWS
Amazon and NVIDIA expanded their deal to bring an additional 2 million NVIDIA GPU processors to Amazon data centers, building on plans to add more than 1 million GPUs starting in 2026. New processors including Blackwell Ultra and Rubin are expected in AWS in 2027 and 2028. Amazon also reports securing over $225 billion in Trainium revenue commitments, with Trainium, Graviton and Nitro already at a $25 billion annualized run rate.