AWS and NVIDIA to Deploy 2M Additional GPUs, Deepen AI Infrastructure Ties
AMZN sits 33% above its 52-week low of $196.
Summary
AWS and NVIDIA announced a major expansion of their strategic collaboration, including plans to deploy 2 million additional NVIDIA GPUs across AWS global infrastructure in 2027-2028, bring NVIDIA Vera CPU-based infrastructure to AWS, and build AI factories for the U.S. government with 100,000 GPUs on secure AWS infrastructure. This follows Amazon's recent $200 billion AI data center commitment and $50 billion OpenAI investment, reinforcing AWS's aggressive AI infrastructure buildout. The deal deepens AWS's position as a leading cloud for NVIDIA-accelerated AI workloads and signals sustained demand for NVIDIA's platform. For NVIDIA, it secures a massive long-term customer commitment; for Amazon, it expands its AI compute capacity to meet surging demand from frontier labs, enterprises, and governments. The collaboration also includes NVIDIA Nemotron open models on Amazon Bedrock and SageMaker, GPU-accelerated data processing on Amazon EMR and OpenSearch, and Amazon Robotics' adoption of NVIDIA's physical AI platform. NVIDIA also sees a 'massive market' beyond hyperscalers, with customers not interested in custom silicon. This is a material positive for both companies, though the financial terms are not disclosed.
At the time of this announcement, AMZN was trading at $261.30 on NASDAQ in the Technology sector, with a market capitalization of approximately $2.8T. The 52-week trading range was $196.00 to $287.20. This news item was assessed with positive market sentiment and an importance score of 9 out of 10. Source: GlobeNewswire.