Amazon just tripled its order of Nvidia chips over ‘surging demand’
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AWS is adding another 2 million Nvidia GPUs for 2027–2028, on top of the 1 million-plus already planned, making Nvidia capacity—not Amazon’s Trainium—still the default scaling path for major AI workloads. For teams shipping on AWS, this points to materially more Blackwell/Rubin-era capacity and deeper Nvidia software/networking integration, but also greater dependence on Nvidia’s stack, pricing, and availability timelines.
Amazon tripled its Nvidia GPU order to 2 million chips, reflecting surging demand for AI compute power. This massive scale-up underscores the competitive edge Nvidia maintains in AI hardware, even as Amazon develops its own chips. For engineers deploying LLMs, this means AWS will offer unprecedented GPU availability, potentially lowering costs and reducing bottlenecks for training and inference workloads.