AI News Feed
Market watch
Galaxy Z Fold 8 inner screen corners reported with excessive giveHuawei unveils Mate XT 2 tri-fold with privacy-screen edition as Apple prepares folding iPhoneWall Street Analysts Recommend Nvidia, Uber and Marvell for Long-Term GrowthLenovo, AMD and Huawei Put Local Large-Model AI at Center of New DevicesXiaomi shows SU7, SU7 Ultra and Gran Turismo hypercar concept at IFA 2026, plans 2027 Europe EV entryLabor Day Sales Bring Deep Discounts on Samsung Galaxy S26 and Google Pixel 11: TechRadar
Galaxy Z Fold 8 inner screen corners reported with excessive giveHuawei unveils Mate XT 2 tri-fold with privacy-screen edition as Apple prepares folding iPhoneWall Street Analysts Recommend Nvidia, Uber and Marvell for Long-Term GrowthLenovo, AMD and Huawei Put Local Large-Model AI at Center of New DevicesXiaomi shows SU7, SU7 Ultra and Gran Turismo hypercar concept at IFA 2026, plans 2027 Europe EV entryLabor Day Sales Bring Deep Discounts on Samsung Galaxy S26 and Google Pixel 11: TechRadar
AI Chips & Compute

AWS to Add 2 Million Nvidia GPUs as AI Demand Outruns Forecasts

AWS plans to add 2 million Nvidia GPUs between 2027 and 2028, expanding its AI infrastructure partnership and reserving 100,000 chips for government use.

AI News Feed · 2026-08-31 06:15

The companies will also bring Nvidia's new Vera-based CPUs to AWS, alongside networking upgrades such as extended NVLink Fusion and custom high-bandwidth memory to boost performance across large computing clusters. Nvidia's cuDF software will be integrated into Amazon's analytics service, offering processing speeds nearly 3.7 times faster than standard configurations and roughly a 30 percent improvement in price performance, according to the report. Vector search index construction is expected to complete about nine times quicker on GPUs.

Amazon's robotics division is working with Nvidia on simulation tools to accelerate training for warehouse robots. Additionally, 100,000 chips are reserved for sensitive government and defense computing needs nationwide.

AWS CEO Matt Garman said customers want confidence that everything works seamlessly together. “That’s why we’ve invested deeply with Nvidia to make AWS the best place to run Nvidia AI technologies, optimizing performance across our infrastructure from networking and security to deployment. This expanded collaboration gives frontier labs, enterprises and governments even more ways to build and deploy AI on AWS.”

Nvidia CEO Jensen Huang noted demand is running ahead of every forecast. “Nvidia and AWS have built one of the great growth engines of the AI era, and demand is running ahead of every forecast,” he said. “For 16 years, we have scaled Nvidia computing in the cloud together. Now, we are expanding our partnership across the full stack — GPUs, CPUs, networking, open models and software — to make agentic and physical AI real at an unprecedented pace and scale that only AWS and Nvidia can deliver.”

According to TechRadar, new processors delivered under the plan are expected to offer notably faster inference and improved graphics performance. Recent hardware upgrades already deliver up to 4.6x faster inference and 2.1x stronger graphics output than the previous generation. The large commitment suggests both companies expect AI spending to keep climbing, though whether demand keeps pace will be clear only once the new infrastructure is operational.