AWS is expanding its Nvidia partnership well beyond chip purchases, citing surging customer demand for AI compute.
Amazon is adding another 2 million Nvidia GPUs to its data centers over the next two years, tripling its previous order, according to TechCrunch. The company says the move is driven by surging demand from AWS customers building and running AI workloads.
The expanded deal reportedly goes beyond hardware purchases into a deeper partnership between the two companies, though specifics on what that entails weren't fully detailed.
Cloud providers are front-loading GPU orders years in advance because supply, not demand, is the bottleneck. For enterprise buyers, this is a signal that AWS is betting big on sustained AI compute demand — and that GPU access will remain a competitive differentiator among hyperscalers.
The daily signal, curated. Get it in your inbox.
Subscribe on LinkedIn →