Amazon Adds 2 Million Nvidia GPUs, Tripling Commitment in Five Months

Amazon and Nvidia announced an expanded deal on August 26, 2026, adding 2 million GPUs — Blackwell Ultra, Rubin, and Rubin Ultra — to AWS data centers for 2027–2028 deployment. The agreement, announced during Nvidia's earnings call, comes five months after Amazon's earlier 1 million-GPU order. Nvidia said demand from AI labs, enterprises, startups, and governments has exceeded expectations. Financial terms were not disclosed.