Amazon and Nvidia Expand AI Partnership with 2 Million GPUs
Yahoo Finance ·
Amazon Web Services and Nvidia announced a major expansion of their strategic partnership on August 26, 2026, to address surging demand for advanced artificial intelligence infrastructure. The two technology giants plan to deploy 2 million additional Nvidia GPUs across global AWS data centers between 2027 and 2028. This enhanced collaboration spans across AI factories, advanced CPUs, high-speed networking, open-source models, data processing, and robotics. Specifically, AWS will integrate Blackwell Ultra, Rubin, and Rubin Ultra GPUs, alongside becoming the first major cloud provider to offer compute instances featuring RTX PRO 4500 Blackwell Server Edition GPUs for Amazon EC2 G7. Furthermore, the partnership includes building specialized AI factories for the U.S. government to handle classified workloads, introducing Vera CPU-based infrastructure, and integrating Nvidia's Nemotron open models into Amazon Bedrock and SageMaker. Leaders Matt Garman and Jensen Huang highlighted the unprecedented momentum driving this AI collaboration.
AI 시장 분석
Amazon Web Services and NVIDIA announced an expanded AI partnership to deploy 2 million NVIDIA GPUs across global infrastructure from 2027 to 2028. This collaboration encompasses next-generation hardware supply such as Blackwell Ultra and Rubin, and the construction of AI factories for the federal government, addressing surging AI infrastructure demand. Investors should note both companies' strong revenue growth momentum and the strengthening of their dominance in the cloud market.
상승 영향
- AI — NVIDIA and Amazon Web Services agreed to deploy 2 million next-generation GPUs through 2027-2028, expecting explosive revenue growth in related hardware and cloud sectors.
DYAX 전담 분석
The large-scale GPU deployment contract between Amazon and NVIDIA acts as a direct positive catalyst for both companies' revenues and operating profits. In particular, the supply volume reaching 2 million units significantly enhances earnings visibility for the chip manufacturer and the cloud service provider. Furthermore, building federal government security workloads and robotics cooperation are factors that strengthen long-term growth drivers.
The bullish scenario is that cloud usage exceeds expectations due to the accelerated AI transformation of enterprises, leading both companies' earnings to significantly surpass consensus. The bearish scenario is a reduction in IT budgets caused by supply chain bottlenecks or macroeconomic deterioration, and key monitoring indicators are AWS's AI segment revenue growth rate and the progress of next-generation GPU mass production.
AI가 생성한 분석으로 투자 자문이 아닙니다.
DYAX Investor Sentiment
Bullish (Long) 30% · Bearish (Short) 70%
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