Summary
Amazon and NVIDIA announced an expanded partnership adding another 2 million NVIDIA GPUs to AWS data centres in 2027 and 2028, including Blackwell Ultra, Rubin and Rubin Ultra. The agreement also extends NVIDIA networking, CPUs, open models and physical-AI systems across AWS, with no financial terms disclosed.
Why it matters
The commitment shows AI demand continuing to translate into hyperscale compute procurement while linking cloud, model and robotics infrastructure more tightly.
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