Amazon to Deploy 2 Million Nvidia High-End Chips for AI by 2027 to 2028
Amazon and Nvidia announced on Wednesday that Amazon will deploy roughly 2 million Nvidia high-end chips in 2027 and 2028, dedicated to training and running artificial intelligence models. The chips include Nvidia's Blackwell Ultra, Rubin, and Rubin Ultra series. This follows Amazon's March 2026 plan to install 1 million Nvidia chips in its AWS data centers starting in 2026.
Amazon and Nvidia announced on Wednesday that Amazon will deploy roughly 2 million units of Nvidia's high-end chips in 2027 and 2028, dedicated exclusively to training and operating artificial intelligence models. The transaction covers Nvidia's Blackwell Ultra, Rubin, and Rubin Ultra series.
Previously, in March 2026, Amazon said it would begin installing 1 million Nvidia chips in Amazon Web Services (AWS) data centers starting in 2026.
Why this event matters
The event has a measured impact on 3 industrys. The strongest current signal is positive for Semiconductor Value Chain, with intensity 80/100 and 90% confidence over a long term horizon.
Semiconductor Value Chain
- Direction
- positive
- Intensity
- 80
- Confidence
- 90%
- Horizon
- Long term
Artificial Intelligence
- Direction
- positive
- Intensity
- 70
- Confidence
- 85%
- Horizon
- Long term
Cloud Services & Data Centres
- Direction
- positive
- Intensity
- 60
- Confidence
- 80%
- Horizon
- Long term
Impact figures are analytical estimates that combine direction, intensity, confidence and event importance. They are not investment advice.