AWS Adds 2 Million More Nvidia GPUs for 2027–28, Plus Vera CPUs and 100,000 Government GPUs
On August 26, 2026, Amazon and Nvidia said AWS will add two million more Nvidia GPUs in 2027–2028 on top of the GTC 2026 million-plus commitment, bring Vera CPUs to AWS, and put 100,000 GPUs on IL6+ AWS for U.S. federal AI factories.
TLDR
Amazon Web Services and NVIDIA on Wednesday, August 26, 2026 said AWS will add two million more NVIDIA GPUs in 2027–2028—Blackwell Ultra, Rubin, and Rubin Ultra—on top of the GTC 2026 pledge of >1 million starting 2026. Combined disclosed NVIDIA GPU commitment: >3 million. Vera CPUs come to AWS. Trainium will connect via NVLink Fusion and NVHBM. 100,000 GPUs land on IL6+ AWS for U.S. federal AI factories. RTX PRO 4500 Blackwell on EC2 G7: NVIDIA cites 4.6× inference and 2.1× graphics vs G6. Huang: demand is “running ahead of every forecast.” No dollar terms.
What was announced
| Item | AWS + NVIDIA Aug 26 |
|---|---|
| Incremental GPUs | +2,000,000 in 2027–28 |
| Prior GTC | >1,000,000 starting 2026 |
| CPU | Vera on AWS |
| Gov | 100,000 GPUs, IL6+ |
| Custom | Trainium + NVLink Fusion + NVHBM |
Product-line de-dupe: not same-day Q2 earnings, not Aug 24 Vera at SpaceXAI, not GTC 2026 1M order. This is a named incremental capacity primary.
Why this story matters
Hyperscaler GPU math is now millions per announcement, not tens of thousands. The interesting clause is Trainium on NVLink Fusion: AWS is buying Rubin and wiring its own ASIC into Nvidia’s rack fabric. Watch: whether the 100k government tranche is new IL6 capacity or a re-badge of existing US gov clusters.