Amazon and Nvidia Expand AI Infrastructure Partnership
Yahoo Finance ·
Amazon Web Services is deepening its alliance with Nvidia by planning to deploy two million additional Nvidia GPUs across its global infrastructure in 2027 and 2028. The comprehensive agreement encompasses Blackwell Ultra, Rubin, and Rubin Ultra chips, alongside CPUs, networking, and a dedicated federal AI factory utilizing 100,000 GPUs for U.S. national security workloads. Additionally, Amazon Robotics will integrate Nvidia physical AI for warehouse automation, while AWS broadens support for Vera CPUs and Nemotron models. This monumental commitment arrives on the heels of Nvidia's fiscal second-quarter earnings, where overall revenue surged 106 percent year over year to 96.2 billion dollars, with Data Center revenue jumping 117 percent to 89 billion dollars. Nvidia has forecasted approximately 108 billion dollars in third-quarter revenue and anticipates a gross margin of roughly 74 percent, securing multi-year demand visibility well beyond the current hardware cycle.
AI 시장 분석
Amazon's cloud division (AWS) has signed a massive AI infrastructure partnership to deploy 2 million NVIDIA GPUs across its global network between 2027 and 2028. This collaboration secures long-term demand visibility for NVIDIA's next-generation product lineup, including Blackwell Ultra and Rubin. Investors should closely monitor NVIDIA's data center revenue growth and the pace of AWS's cloud monetization.
상승 영향
- AI — As Amazon AWS adds 2 million NVIDIA GPUs between 2027-2028, confirming AI infrastructure building as a long-term multi-year cycle, demand for related chips and hardware will explode.
- Semiconductors — With the massive supply of next-generation GPUs like NVIDIA's Blackwell Ultra and Rubin as well as Vera CPUs confirmed, long-term stable revenue and profitability for the high-performance semiconductor supply chain, including NVIDIA, will be secured.
DYAX 전담 분석
Amazon AWS's decision to deploy 2 million NVIDIA GPUs over the coming years proves that AI infrastructure spending is not a short-term trend but is entering a long-term cycle. While NVIDIA recently reported Q2 revenue of $9.62 billion, surging 106% year-over-year, this massive contract further solidifies its future earnings visibility.
In a bullish scenario, AI capital expenditures by major cloud tech companies will expand into multi-year contracts, sustaining NVIDIA's profit growth. In a bearish scenario, AWS's delayed monetization or margin pressure relative to massive capital expenditures could act as risks. Key monitoring metrics are NVIDIA's Q3 gross margin (expected around 74%) and Rubin chip production progress.
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