Stocks· September 04, 2026 at 11:04 PM

AWS Plans 2 Million More NVIDIA GPUs. Is This Better News for AMZN’s Cloud Growth or NVDA’s Backlog?

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Founder, Financial Engineer · CMB-licensed

Higher education in Financial Engineering and Money & Capital Markets. SPK (Turkey CMB) licence. 16 years across institutional markets, research, and quant-driven analytics.

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AI summary

AWS and NVIDIA said on August 26 that Amazon’s cloud plans to deploy two million additional Blackwell Ultra, Rubin, and Rubin Ultra GPUs during 2027 and 2028. That follows an earlier plan for more than one million GPUs beginning in 2026 and includes NVIDIA networking, Vera CPUs, and 100,000 GPUs for U.S. government workloads. Amazon.com, […]