- AWS and NVIDIA will deploy 2 million additional Blackwell Ultra, Rubin, and Rubin Ultra generation GPUs across AWS's global infrastructure in 2027-2028.
- The expansion builds on the 1 million GPU commitment announced at GTC 2026.
- Both companies cite demand for agentic AI and physical AI exceeding earlier projections as the driver.
Why it matters:Confirms that AI infrastructure investment momentum is carrying into 2027 and beyond, a useful signal for companies planning cloud AI compute budgets.
2M GPUs