AWS, Nvidia Expand Partnership With 2 Million More GPUs

AWS data center in Sterling, VirginiaAnna Moneymaker via Getty Images

Nvidia 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.

“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.

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