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AmazonAWSNvidiaInfrastructureAmazon Triples Nvidia GPU Order, Adding 2 Million Blackwell and Rubin Chips
August 27, 20263 min read
AWS is adding roughly 2 million more Nvidia GPUs — spanning Blackwell Ultra, Rubin, and Rubin Ultra — for delivery in 2027 and 2028, five months after previously committing to 1 million chips.
Why it matters
The expanded order confirms that hyperscaler demand for Nvidia accelerators remains extremely strong even as alternative silicon and custom chips gain attention.
Amazon Web Services has significantly expanded its Nvidia GPU commitments, adding approximately 2 million additional accelerators across Blackwell Ultra, Rubin, and Rubin Ultra families for deployment in 2027 and 2028. The new order comes only five months after AWS previously committed to 1 million Nvidia GPUs.
The scale of the additional purchase underscores that hyperscaler demand for Nvidia’s high-end AI silicon continues to accelerate despite growing interest in custom ASICs and alternative suppliers. AWS is positioning the capacity to serve both its own AI services and external enterprise customers.
The move reinforces Nvidia’s near-term volume dominance even as competitive pressure on the inference and efficiency sides of the market intensifies.