AWS Plans 2 Million More Nvidia GPUs for 2027–28 Despite Its Own Chip Effort

AWS plans to buy 2 million additional Nvidia GPUs in 2027 and 2028 under an expanded partnership with Nvidia. The scale and timing make the agreement a significant multiyear commitment to Nvidia hardware as the industry tests how quickly AI infrastructure can pay for itself.

The order reaches beyond GPUs

The planned deployment includes more than accelerators. AWS also intends to install Nvidia Vera central processing units, or CPUs, and use Nvidia technology for robotics. That puts the partnership across several Nvidia product areas rather than framing it as a single component purchase.

The purchase tests the return-on-infrastructure case

CNBC’s Jim Cramer argues that Nvidia customers are seeing profits quickly enough to sustain their hardware purchases. His view speaks to a central debate around Nvidia: whether customers can generate sufficient returns from AI computing infrastructure to justify continued spending on chips and networking gear.

Nvidia CEO Jensen Huang offered a more specific, but secondhand, version of that argument. He said he had heard that some customers’ return on invested capital for AI infrastructure was less than a year, in the context of data centers costing $50 billion. The remark conveys management’s confidence, but it is not a companywide disclosure of customer returns.

Amazon’s silicon strategy remains dual-track

Amazon has invested heavily in developing its own AI chips. Its planned Nvidia purchases therefore show AWS intends to keep deploying Nvidia technology while it builds alternatives; the agreement does not resolve how those approaches will compete over time.

Nvidia expects growth beyond hyperscalers

The AWS commitment arrives alongside strong recent momentum. CNBC described Nvidia’s fiscal 2027 second-quarter results as better than expected, after a fourth consecutive quarter of accelerating year-over-year revenue growth. Finance chief Colette Kress said non-hyperscaler customers, including neoclouds such as CoreWeave and Nebius and enterprises, should drive growth in the current quarter.