Aws and nvidia expanded their alliance to add two million more gpus across 2027 and 2028, on top of…
aws and nvidia expanded their alliance to add two million more gpus across 2027 and 2028, on top of an already massive deployed base. the biggest buildout in computing history is now ordered in increments of millions of chips.
the moat was never the model, it is who can wire the power and the silicon.
Context
Amazon's post of 26 August 2026 says AWS plans to deploy an additional 2 million NVIDIA GPUs across its global infrastructure in 2027-2028, also NVIDIA Vera CPUs coming to AWS and AI factories for the US government including 100,000 GPUs on secure AWS infrastructure. It says that at NVIDIA GTC 2026 AWS had announced plans to add more than 1 million NVIDIA GPUs starting in 2026.
The wording is plans for 2027-2028, not GPUs running or ordered; no deployed-base figure and no purchase price appear in the text read. The announcement is dated 26 August 2026, not 18 September. The moat line and ordered in millions are the author's framing; ordered is not supported, since the source says plans.
Watch next
- AWS capacity and power disclosures.
Sources
- AWS and NVIDIA 2 million additional GPUs (Amazon, 26 Aug 2026)aboutamazon.com
- AWS and NVIDIA to deliver 2 million additional GPUs (NVIDIA)nvidianews.nvidia.com
Provenance
The note above is reproduced unedited from the original post, first published on Threads on 19 September 2026 at 01:05 IST. Sources are the papers and datasets the note draws on.
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