- AWS will deploy two million additional Nvidia GPUs globally over the next two years, signaling continued hyperscaler spending on AI infrastructure.
- The expanded partnership adds Nvidia Vera CPUs, NVLink Fusion integration with Amazon's Annapurna Labs, secure government AI factories with 100,000 GPUs, and Nvidia robotics platforms for Amazon warehouses.
- Nvidia said demand exceeds supply, with fiscal 2028 revenue expected to grow roughly 70% from the current year; gross margins face near-term pressure from rising memory costs.
Quotes
“The amount of compute necessary for an agent versus a human using it is probably 15 to 100 times depending on the type of problem you're trying to solve”
“Customers want the freedom to choose the best tools for their AI workloads, and they want confidence that everything works seamlessly together”
“We have supply for 70%. We have more supply than 70%, but about 70%”