亚马逊与英伟达宣布扩大合作，亚马逊将再向英伟达采购200万颗GPU芯片用于AWS数据中心 1。此次采购的芯片型号包括Blackwell Ultra、Rubin和Rubin Ultra，预计于2027年和2028年交付 1。这一举措使得亚马逊的英伟达芯片订单量增至三倍，因为五个月前亚马逊已同意部署超过100万颗英伟达GPU 1。此次合作源于初创企业、企业、AI实验室及政府对AI算力的激增需求 1。同时，双方合作还扩展到亚马逊仓储机器人及企业级AI模型服务 1。
英伟达公布第二季度营收962亿美元，数据中心业务营收890亿美元，同比增长117% 1。英伟达预计第三季度营收将达1080亿美元 1。英伟达已承诺2790亿美元用于保障供应和制造产能 1。
亚马逊自研芯片业务年化营收已突破250亿美元 1。亚马逊自研芯片业务获得AI实验室2250亿美元总承诺 1。
Amazon and Nvidia have announced an expanded partnership, with the e-commerce giant placing an additional order for 2 million GPU chips for its AWS data centers 1. This procurement includes Nvidia's Blackwell Ultra, Rubin, and Rubin Ultra models, which are scheduled for delivery in 2027 and 2028 1. This addition builds upon the over 1 million Nvidia GPUs the company had already agreed to deploy five months prior 1. The expanded procurement is driven by surging demand for AI computing power from startups, enterprises, AI laboratories, and governments 1.
Beyond hardware, the collaboration extends to Amazon's warehouse robotics and enterprise AI model services 1. The chip order coincides with Nvidia's second-quarter revenue of $96.2 billion 1. Its data center business generated $89 billion in revenue, marking a 117% year-over-year increase 1. Nvidia anticipates third-quarter revenue to reach $108 billion and has committed $279 billion to secure its supply chain and manufacturing capacity 1.
Additionally, Amazon's custom chip business has achieved an annualized revenue exceeding $25 billion 1. This custom chip division has also secured a total commitment of $225 billion from AI laboratories 1.
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