AWS, Nvidia Expand Partnership With 2 Million More GPUs

AWS data center in Sterling, VirginiaAnna Moneymaker via Getty ImagesNvidia and AWS are expanding their partnership, with plans to deploy 2 million more Nvidia GPUs across AWS’s global infrastructure as demand for AI compute continues to ramp up.The GPUs, expected to be deployed in 2027 and 2028, will include Nvidia’s Blackwell Ultra, Rubin and Rubin Ultra platforms. This additional capacity will power workloads including agentic AI, scientific discovery and physical AI.The vendors said the expansion brings Nvidia’s total GPU capacity across AWS’s global infrastructure introduced this year to more than 3 million.The partnership will also extend beyond GPU capacity, with the vendors working together across CPUs, networking, memory, open models, data processing and robotics.The deal comes as AI workloads increasingly move from experimentation into production, with enterprises and governments deploying AI agents, automation and physical AI applications at larger scale. The partners said this is creating demand for infrastructure that can handle not only model training and inference, but also data processing, indexing and the workloads required to operate AI systems.Related:Nvidia to Back OpenAI Data Center With $105B Financing“Demand is running ahead of every forecast,” Nvidia CEO Jensen Huang said in a release. “We are expanding our partnership across the full stack to make agentic and physical AI real at an unprecedented pace.”Under the deal, AWS will also integrate Nvidia’s Vera CPU-based infrastructure into its cloud, giving customers another option for workloads that require CPU compute alongside accelerated infrastructure.Nvidia introduced Vera earlier this year as a CPU designed for AI agent workloads.Also included in the deal is a plan to build AI factories for the U.S. government, including deploying 100,000 Nvidia GPUs on AWS infrastructure for federal and national security workloads.The expanded partnership also puts greater emphasis on robotics and physical AI, with Amazon Robotics set to collaborate with Nvidia to develop next-generation robots using Nvidia’s Jetson platform, Omniverse libraries and Isaac robotics development platform.The spate of developments comes as Nvidia continues to report rapid growth in demand for AI infrastructure. The AI chipmaker reported $96.2 billion in quarterly revenue on August 26, with data center revenue reaching $89 billion, up 117% year over year.About the AuthorContributing WriterScarlett Evans is a freelance writer with a focus on emerging technologies and the minerals industry. Previously, she served as assistant editor at IoT World Today, where she specialized in robotics and smart city technologies. Scarlett also has a background in the mining and resources sector, with experience at Mine Australia, Mine Technology and Power Technology. She joined Informa in April 2022 before transitioning to freelance work.