Amazon's multi-year deal for 2 million NVIDIA GPUs bolsters AWS's AI infrastructure capacity through 2028, signaling deep strategic alignment between the two tech giants despite Amazon's own custom-silicon growth.
Amazon and NVIDIA have expanded their partnership, with Amazon committing to acquire 2 million additional GPU processors for its AWS data centers through 2028. This strategic agreement secures critical compute capacity for Amazon's cloud business while providing NVIDIA with a massive, long-term demand signal for its Blackwell and Rubin chip architectures.
The deal provides NVIDIA with a massive, multi-year demand signal, supporting its goal of generating over $1 trillion in revenue from its Blackwell and Rubin architectures by 2027.
Amazon is pursuing a dual strategy; while it secures massive external supply from NVIDIA, it is simultaneously scaling its own Trainium and Graviton chips, providing the company with negotiating leverage and a hedge against supply risks.