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$NVDA & AWS EXPAND AI INFRASTRUCTURE PARTNERSHIP
NVIDIA says AWS will deploy 2 million additional NVIDIA GPUs across its global infrastructure through Q2 FY29, along with Vera CPUs.
AWS and NVIDIA will also build secure data centers for the U.S. government featuring 100,000 GPUs.
AWS will offer NVIDIA’s Nemotron open models through Bedrock and SageMaker, while Amazon will adopt NVIDIA’s Omniverse, Cosmos, Isaac and Jetson stack for its warehouse robotics fleet.
Nvidia CFO: AWS to deploy 2 million more GPUs, build US government data centersbullish 75 · impact 60
AWS and Nvidia to deliver 2 million additional GPUs and next-generation infrastructure for agentic and physical AIbullish 60 · impact 10
Nvidia announces AWS partnership; AWS to deploy 2 million GPUs through Q2 2029bullish 70 · impact 70
Nvidia: one direct customer 16% of Q2 revenue, three customers 44% of H1bearish 35 · impact 30 · this page
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