- AWS revenue rose 37% year over year to $42.2 billion in Q2, while AWS operating income increased to $16.6 billion from $10.2 billion.
- Amazon plans to deploy an additional 2 million Nvidia GPUs across its global infrastructure during 2027 and 2028, taking disclosed Nvidia GPU plans above 3 million units.
- Amazon's Q2 capital expenditures reached $54.21 billion, up 68.44%, as it expanded cloud and AI infrastructure.
- Nvidia reported a 106% Q2 revenue increase to more than $96 billion, with data-center revenue above $89 billion, and secured a reported $35 billion chip-supply deal with Anthropic.
Quotes
“AWS plans to deploy an additional 2 million Nvidia GPUs, including Blackwell Ultra, Rubin, and Rubin Ultra models, across its global infrastructure during 2027 and 2028.”
“Nvidia has secured a significant $35 billion deal with Anthropic to supply chips for a large data center in Texas”