AWS and Nvidia Commit to 2 Million More GPUs Over Two Years, Even as Amazon Shops Trainium Externally

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AWS and Nvidia announced on August 26 that they will deploy 2 million additional Nvidia GPUs across AWS global infrastructure over the next two years, citing surging demand from startups, enterprises, AI labs and governments, and extending the partnership across AI factories, CPUs, networking, open models, data processing and robotics. The timing is awkward: Amazon AI chief Peter DeSantis has said AWS is in talks to sell Trainium to outside companies as a direct Nvidia alternative. Buying more Nvidia while selling a competing part is the clearest signal yet that custom silicon is a margin play, not a capacity substitute.