AWS and NVIDIA Add 2 Million GPUs: Demand Exceeds Every Forecast, Partnership Expands from Chips to Full Technology Stack
On August 26, 2026, AWS and NVIDIA jointly announced the deployment of an additional 2 million NVIDIA GPUs across AWS's global infrastructure from 2027 to 2028, spanning the Blackwell Ultra, Rubin, and Rubin Ultra architectures. Driven by customer demand that has exceeded all previous forecasts, the partnership has expanded from GPU procurement to full-stack co-design across CPUs, networking, memory, open models, and robotics.