• AWS plans to add 2 million Nvidia GPUs between 2027 and 2028
  • The expanded deployment follows an earlier commitment exceeding one million chips
  • New Vera-based CPUs will support increasingly demanding artificial intelligence workloads

Amazon Web Services and Nvidia have deepened their strategic partnership to dramatically expand the cloud provider’s AI compute capacity. The alliance will see AWS add two million additional GPUs to its global data center infrastructure between 2027 and 2028.

This latest deployment follows an earlier pledge by the cloud giant to roll out more than one million chips starting in 2026, reflecting a massive surge in customer demand that has consistently outpaced earlier expectations.

A bigger push into AI infrastructure

Beyond raw GPU counts, the companies are aligning hardware across the entire stack. New Vera-based CPUs will join the AWS ecosystem to handle increasingly complex and demanding artificial intelligence applications.

Supporting these heavy workloads will require substantial networking upgrades, including the rollout of extended NVLink Fusion technology paired with custom high-bandwidth memory to maximize cluster performance.

On the software and application layer, upgrades to Amazon’s analytics tools using Nvidia’s cuDF library are set to deliver processing speeds up to 3.7 times faster than standard configurations, alongside a roughly 30% improvement in price-performance ratio. Meanwhile, vector search index construction on AWS is now running GPU-accelerated, cutting build times by nearly nine times.

The collaboration also spans physical AI and robotics, with Amazon’s robotics division utilizing Nvidia’s simulation tools to accelerate the development of next-generation warehouse robotics. Additionally, national priorities are addressed in the plan, with 100,000 chips reserved specifically for sensitive government and defense computing needs.

“Customers want the freedom to choose the best tools for their AI workloads, and they want confidence that everything works seamlessly together,” said Matt Garman, CEO of AWS. “That’s why we’ve invested deeply with Nvidia to make AWS the best place to run Nvidia AI technologies, optimizing performance across our infrastructure from networking and security to deployment. This expanded collaboration gives frontier labs, enterprises and governments even more ways to build and deploy AI on AWS.”

Executives point to rising demand

Demand for accelerated computing in the cloud continues to accelerate at an unprecedented rate, surpassing even the most optimistic forecasts put forward only months ago.

“Nvidia and AWS have built one of the great growth engines of the AI era, and demand is running ahead of every forecast,” said Jensen Huang, founder and CEO of Nvidia. “For 16 years, we have scaled Nvidia computing in the cloud together. Now, we are expanding our partnership across the full stack — GPUs, CPUs, networking, open models and software — to make agentic and physical AI real at an unprecedented pace and scale that only AWS and Nvidia can deliver.”

The hardware commitments under this plan promise significantly enhanced inference speeds and graphical rendering capabilities. Recent platform upgrades already deliver inference efficiency gains of up to 4.6 times and graphics throughput increases of 2.1 times over the previous generation.

This unprecedented capital commitment reflects a strong conviction from both AWS and Nvidia that global spending on artificial intelligence infrastructure will continue to grow exponentially. How closely real-world demand aligns with these ambitious projections will become clearer once the new computing capacity goes live.

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