NVIDIA's Jensen Huang Can't Stop Smiling as Amazon Buys 3 Million Chips

Summary

NVIDIA has posted a record quarterly revenue of $96.2 billion, and at the same time, it unveiled a dramatic expansion of its strategic alliance with Amazon Web Services (AWS). The two companies announced plans to deploy an additional two million NVIDIA high-end GPUs across AWS's global infrastructure during 2027 and 2028, pushing the total number of NVIDIA chips in AWS to three million. The chip lineup spans NVIDIA's current and next-generation architectures: Blackwell Ultra, Rubin, and Rubin Ultra, demonstrating AWS's commitment to staying at the cutting edge of AI hardware. With each GPU estimated to cost tens of thousands of dollars, the additional 2 million units alone could be worth hundreds of billions of dollars, and the overall 3 million units are valued at over $100 billion, conservatively surpassing 650 billion RMB. This mega-deal is unprecedented in the AI infrastructure sector. It will not only significantly enhance AWS's competitive edge in AI computing but also secure a robust revenue pipeline for NVIDIA for years to come. Notably, after NVIDIA's earnings release, its stock dipped in after-hours trading, but the news of the AWS order triggered a sharp rebound, underscoring investor optimism about the sustained demand for AI compute. The implications for gamers and the broader gaming industry are profound. Enhanced cloud AI infrastructure can accelerate the…