AWS and Nvidia plan 2 million more GPUs for 2027-2028, plus 100,000 for US government

AWS and Nvidia said AWS will deploy 2 million additional Blackwell Ultra, Rubin and Rubin Ultra GPUs across its infrastructure in 2027-2028, and 100,000 GPUs for US government AI factories on secure infrastructure. The release says demand has exceeded the more than 1 million GPUs planned in the earlier GTC 2026 deal, which start in 2026. Additional products include Nvidia Vera CPUs and NVLink Fusion, plus EC2 G7 instances.

• 2 million additional Blackwell Ultra, Rubin and Rubin Ultra GPUs in 2027-2028
• 100,000 GPUs for US government AI factories; no timing given
• Earlier GTC 2026 plan: more than 1 million GPUs starting in 2026, now exceeded by demand
• EC2 G7 instances: 4.6x AI inference performance vs G6, per AWS