AWS deal with Nvidia adds 2 million Blackwell Ultra, Rubin, and Rubin Ultra GPUs, on top of more than 1 million committed in March 2026Totals more than 3 million Nvidia GPUs due before 2029, a ~1.9x multiple for each of Amazon's roughly 1.58 million employeesNvidia's CFO has said deliveries start this quarter, not in 2027, but neither company says... Weiterlesen
Intelligence View
1.58-million-staff Amazon will soon have more Nvidia GPUs than employees — AWS to buy more than 3 million additional chips before 2029 in addition to thousands of existing H100, H200
AWS deal with Nvidia adds 2 million Blackwell Ultra, Rubin, and Rubin Ultra GPUs, on top of more than 1 million committed in March 2026Totals more than 3 million Nvidia GPUs due before 2029, a ~1.9x multiple for each of Amazon's…
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