Home/Events/Amazon Expands Partnership with Nvidia for 2 Million GPU Chips

Amazon Expands Partnership with Nvidia for 2 Million GPU Chips

Confirmed

Confidence

90%

Impact: 80%

Updated 6h ago

Consensus Brief

Amazon has announced an expanded partnership with Nvidia, ordering an additional 2 million GPU chips for its data centers, set to be deployed in 2027 and 2028. This follows a previous agreement for over 1 million Nvidia GPUs to be integrated into AWS infrastructure starting this year, driven by surging demand from various sectors. The collaboration also includes the integration of Nvidia's technology across AWS services.

Sourced from

TechCrunchT2

Primary: TechCrunch

What Changed Since Last Update

6h ago

Amazon's order of Nvidia chips has tripled from the previous commitment of over 1 million to 2 million additional units.

Claim Ledger

4 claims tracked across sources

Confirmed Fact

Amazon ordered an additional 2 million Nvidia GPU chips for its data centers.

Confirmed Fact

Nvidia's data center revenue reached $89 billion, up 117% from a year ago.

Official Claim

Nvidia expects revenue to reach $108 billion in the third quarter.

Confirmed Fact

Amazon's custom chip business crossed a $25 billion annualized revenue run rate.

Role-Based Impact Analysis

Source Timeline

1 source corroborating

Amazon just tripled its order of Nvidia chips over ‘surging demand’

TechCrunch·6h ago