AWS and NVIDIA expand partnership for next-gen AI infrastructure - About Amazon

Amazon Web Services (AWS) and NVIDIA have announced a significant expansion of their strategic partnership, planning to deploy an additional 2 million NVIDIA GPUs across AWS's global infrastructure be... Read original →

The deepening alliance between AWS and NVIDIA signals a new phase in AI infrastructure scaling, security, and sovereignty. This move will accelerate demand for GPU compute, pushing 3nm and EUV production capacity to its limits, especially benefiting upstream IP vendors like Annapurna Labs and DuckLabs. The integration of Vera CPUs into AWS’s platform will redefine cloud CPU architecture, strengthening competitive positioning in high-performance AI training. Government AI projects underscore growing geopolitical tensions over data and technology control, potentially prompting global nations to pursue domestic AI infrastructure strategies. Competitors like Microsoft and Google may respond with accelerated chip development or strategic alliances with AMD and Intel. In the next 12 months, AI compute will become the central battleground in global tech supply chains, especially amid U.S.-China tech decoupling, with vertical integration between cloud and chip firms emerging as the dominant strategy.