Amazon Backtracks 2 Million NVIDIA GPU AI Computing Power Arms Race Intensifies
Amazon and Nvidia deepen partnership: 2M Nvidia GPUs for AWS over two years, including Blackwell Ultra, Rubin, Rubin Ultra, for LLM training/inference, 2027-2028. In-house chips coexist but Nvidia dominates. Previous 1M+ commitment doubled on strong demand, per Nvidia earnings call.....