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AWS to add 2M Nvidia Blackwell Ultra, Rubin, and Rubin Ultra GPUs in 2027-2028, on top of 1M announced in March
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Bloomberg reports AWS will add 2 million Nvidia Blackwell Ultra, Rubin, and Rubin Ultra GPUs to its data center fleet in 2027 and 2028, supplementing 1 million GPUs announced in March.
This signals AWS's continued massive capital commitment to Nvidia's next-generation GPU architectures through 2028. The total disclosed commitment of 3 million GPUs underscores how hyperscaler demand for AI compute remains the dominant driver of Nvidia's data center revenue growth.
Written by elseif from the cluster below · every claim links back to a sourceThe three things worth knowing
AWS plans to add 2 million Nvidia Blackwell Ultra, Rubin, and Rubin Ultra GPUs across 2027 and 2028.
This supplements 1 million GPUs AWS previously announced in March, bringing the total disclosed commitment to 3 million units.
The report coincides with Nvidia's Q2 revenue of $96.2B and data center revenue of $89B, up 117% year-over-year.
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