AWS TO ADD 2M NVIDIA GPUS BY 2028

The expansion underscores AWS's commitment to scaling generative AI capabilities amid intensifying competition in cloud computing. The deployment adds to AWS's existing orders, bringing the total GPU procurement to 3 million units over the next two years. Blackwell Ultra, Rubin, and Rubin Ultra represent Nvidia's latest generation of accelerators designed for large-scale AI workloads. The staggered rollout across 2027 and 2028 reflects both supply chain realities and AWS's infrastructure build-out timeline. The move positions AWS to meet surging demand for AI compute resources from enterprises and startups. Major cloud providers including Microsoft and Google have similarly announced massive GPU investments to support foundation model training and inference services. AWS has not disclosed pricing implications or specific service launch timelines for infrastructure powered by these new GPUs.