Amazon triples Nvidia chip order to 2M units amid surging AI demand

amazon has tripled its order of nvidia chips, adding 2 million gpu units to its aws data centers, scheduled for delivery in 2027 and 2028. the chips, including nvidia's blackwell ultra, rubin, and rubin ultra gpus, are designed to handle heavy ai model training and computing demands. this expanded partnership, driven by surging demand from startups, enterprises, ai labs, and governments, is worth tens of billions of dollars. amazon's ai chief peter desantis has stated that aws is in talks to sell its trainium chips, a direct alternative to nvidia's h100 or blackwell chips, to other companies. nvidia's technology, including its networking hardware, open models, cpus, data processing software, and robotics platform, will also be integrated across aws.