2 million NVIDIA GPUs, AWS plans additional deployment in 2027-2028

Amazon’s AWS plans to add 2 million Nvidia GPUs across 2027–2028, including Blackwell Ultra and Rubin models, on top of an existing commitment of more than 1 million GPUs. Some GB300 server racks have reportedly been stored in interim warehouses because of power shortages. The scale-up matters because it signals continued hyperscaler demand for Nvidia accelerators even as deployment is constrained by electricity and data-center capacity. Watch AWS’s power procurement and rack activation timelines, and whether the 2027–2028 schedule slips as GB300 racks await sufficient power.