Release2026-08-26

AWS and NVIDIA said they will install 2 million more NVIDIA chips across AWS data centres during 2027 and 2028, on top of the million already planned. The expanded arrangement also brings NVIDIA's Vera processors to AWS, adds new GPU-accelerated data processing and search indexing options, and covers a separate build for US government workloads. Most of the capacity commitments are plans for future years rather than services available now.

What changed

AWS had previously planned to add more than 1 million NVIDIA GPUs starting in 2026.

What it unlocks

Running GPU-accelerated data processing on Amazon EMR and GPU-built vector indexes on Amazon OpenSearch, and using NVIDIA's open Nemotron models through Bedrock and SageMaker.

  • 2 million additional GPUs in 2027-2028
  • 100,000 GPUs for US government
  • G7: 4.6x inference vs G6
  • 9x faster vector indexing at 1/4 cost

What you need to act on it

  • an AWS account
  • US federal accreditation for the government AI factories

Send this to someone who needs it

Shares the story and its sources. Nothing about you.

What does this mean for your job?

This is the story as everyone gets it. Once a week we send you the version written for your role — what changed, why it matters for the work you actually do, and one thing to try. Free while we tune it.