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Nvidia Reveals AWS Will Deploy 2 Million Additional GPUs by Mid-2028 in Expanded AI Partnership

By Market Flux···1 min read

Nvidia announced during its earnings call that Amazon Web Services will deploy 2 million additional Nvidia GPUs across its global infrastructure through the second quarter of fiscal year 2029, roughly mid-2028, along with Vera CPUs. The deal significantly expands an earlier arrangement, confirmed in March 2026, under which Nvidia was set to deliver 1 million GPUs to AWS between 2026 and 2027. The expanded partnership also includes plans to build secure data centers for the U.S. government housing 100,000 GPUs.

On the software and platform side, AWS will offer Nvidia's Nemotron open models through its Bedrock and SageMaker services, and Amazon will integrate Nvidia's Omniverse, Cosmos, Isaac, and Jetson stack into its warehouse robotics fleet. Nvidia shares extended gains to 2.9% during the call on the announcement, reflecting investor confidence in the scale of AI infrastructure spending from one of the largest cloud providers.

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  1. Zerohedge*NVIDIA 2Q DATA CENTER REVENUE $89.0B, EST. $85.86B
  2. RedboxWireNVDA NVIDIA Q2 EARNINGS — KEY POINTS Q2 REVENUE: $96.2B VS $92.38B ESTIMATE — BEAT. DATA CENTER REVENUE: $89.0B VS $85.86B ESTIMATE — STRONG AI DEMAND. ADJUSTED EPS: $2.22; ADJUSTED GROSS MARGIN: 75%. HYPERSCALE REVENUE: $48.71B VS $43.55B ESTIMATE. Q3 REVENUE GUIDANCE: $105.84B–$110.16B VS $105.15B ESTIMATE. Q3 MIDPOINT: $108B, ABOUT 2.7% ABOVE EXPECTATIONS. Q3 ADJUSTED GROSS MARGIN GUIDED AT 73.5%–74.5%. VERA RUBIN HAS NOW ENTERED FULL PRODUCTION. HUANG: “AI HAS REACHED ITS INFLECTION POINT.” SUPPLIER COMMITMENTS SURGED TO $279B FROM $119B Q/Q, MAINLY DUE TO MEMORY PROCUREMENT. PORTS-PIKE GPU OPPORTUNITY COULD REPRESENT $150B–$200B IN REVENUE. PORTS-PIKE INFRASTRUCTURE COULD SUPPORT ~1.5M GPUS. NVIDIA’S PORTS-PIKE GUARANTEE OBLIGATIONS ARE CAPPED AT $105B. BLACKWELL ULTRA HELPED LIFT GROSS MARGINS YEAR-OVER-YEAR. NVIDIA SIGNED DATA CENTER LEASES WITH TERMS OF AROUND 15 YEARS. COMPANY EXPECTS TO REASSIGN SOME DATA CENTER LEASES TO THIRD PARTIES. NEXT QUARTERLY DIVIDEND: $0.25/SHARE, PAYABLE OCT. 1. BOTTOM LINE: NVIDIA BEAT Q2 EXPECTATIONS AND DELIVERED STRONG Q3 GUIDANCE, REINFORCING THE AI-DEMAND STORY. HOWEVER, MASSIVE SUPPLIER COMMITMENTS, HEAVY AI CAPEX AND DATA-CENTER OBLIGATIONS REMAIN KEY RISKS FOR INVESTORS.
  3. BusinessBreaking: Nvidia delivered a sales forecast that left some investors underwhelmed, adding to concerns about the momentum of AI spending
  4. FirstSquawkNVIDIA Q2 EARNINGS — KEY POINTS REVENUE: $96.2B VS $92.30B ESTIMATE — STRONG BEAT. ADJUSTED EPS: $2.22. ADJUSTED GROSS MARGIN: 75.0%. DATA CENTER REVENUE: $89.0B VS $85.86B ESTIMATE. COMPUTE & NETWORKING REVENUE: $88.30B VS $84.69B ESTIMATE. HYPERSCALER REVENUE: $48.71B VS $43.55B ESTIMATE. EDGE COMPUTING REVENUE: $7.20B VS $6.61B ESTIMATE. AI CLOUDS, INDUSTRIAL & ENTERPRISE REVENUE: $40.31B. Q3 REVENUE GUIDANCE: $108.0B ±2%. Q3 ADJUSTED GROSS MARGIN GUIDED AT 73.5%–74.5%. Q3 ADJUSTED OPERATING EXPENSES EXPECTED AROUND $9.0B VS $8.97B ESTIMATE. VERA RUBIN IS NOW IN FULL PRODUCTION. JENSEN HUANG: “AI HAS REACHED ITS INFLECTION POINT.” NVIDIA HAS PARTNERED WITH SUPPLIERS TO SECURE CRITICAL COMPONENTS. SUPPLIER COMMITMENTS JUMPED TO $279B FROM $119B Q/Q. THE INCREASE IS PRIMARILY DUE TO MEMORY PROCUREMENT. PORTS-PIKE GPUS COULD REPRESENT $150B–$200B IN REVENUE. PORTS-PIKE INFRASTRUCTURE COULD REPRESENT ~1.5M GPUS. NVIDIA EXPECTS TO REASSIGN SOME DATA CENTER LEASES TO THIRD PARTIES. DATA CENTER LEASE AGREEMENTS HAVE TERMS OF AROUND 15 YEARS. GROSS MARGINS ROSE YEAR-OVER-YEAR, HELPED BY BLACKWELL ULTRA. NET GAINS FROM EQUITY SECURITIES: $7.8B.
  5. FaststocknewssNVIDIA $NVDA IS NOW PROVIDING CREDIT SUPPORT ON UP TO $105 BILLION OF OPENAI’S DATA CENTER LEASE OBLIGATIONS In August 2026 NVIDIA entered guarantees on the land, power and shell buildout to secure roughly 4.25 gigawatts at SB Energy’s PORTS-Pike Technology Campus in Ohio. The site will exclusively host NVIDIA infrastructure under 20-year leases to OpenAI, subject to limited exceptions. - Guarantee obligations capped at $105B - Effective in phases, the first expected in fiscal 2029 - Exposure declines as OpenAI fulfills lease payments - NVIDIA holds an option to provide credit support for roughly 3.8 additional gigawatts as the site scales NVIDIA says each generation of infrastructure deployed at PORTS-Pike could represent roughly 1.5 million GPUs, or $150B-$200B in NVIDIA revenue. Total guarantee exposure across all agreements is now $108.5B, up from $3.5B excluding this deal.
  6. proactiveinvestors.comNvidia Q2 earnings beat expectations with strong data center growth
  7. forbes.comNvidia Posts $96 Billion Quarter As AI Boom Powers 106% Growth In A Year
  8. Wallstengine$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.
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  1. fastcompany.comNvidia's Q2 revenue tops $96.2 billion on strong AI chip demand
  2. youtube.comWhat Nvidia's Earnings Signal About the AI Investment Cycle
  3. CNBCNvidia reported better-than-expected fiscal second-quarter results and issued revenue guidance that topped estimates. The stock slipped in extended trading on Wednesday. Full details:
  4. seekingalpha.comNvidia Q2: Results Keep Impressing
  5. reuters.comNvidia bounce shows Wall Street's AI obsession is far from over
  6. NasdaqNvidia (NVDA) Surpasses Q2 Earnings and Revenue Estimates
  7. DecryptNvidia Shares Surge in After-Hours Trading After Record $96.2 Billion Revenue
  8. BbcNvidia revenue doubles on continued AI demand
  9. WsjNvidia Reports Blowout Quarter, Says Demand for AI Chips Is Getting Even Hotter
  10. InvestingEarnings call transcript: Salesforce tops Q2 2026 profit forecasts, shares jump
  11. ReutersNvidia forecasts quarterly revenue above estimates, shares rise
  12. marketbeat.comOoma Q2 Earnings Call Highlights

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