- AWS deal with Nvidia adds 2 million Blackwell Ultra, Rubin, and Rubin Ultra GPUs, on top of more than 1 million committed in March 2026
- Totals more than 3 million Nvidia GPUs due before 2029, a ~1.9x multiple for each of Amazon’s roughly 1.58 million employees
- Nvidia’s CFO has said deliveries start this quarter, not in 2027, but neither company says what it counts as a GPU or what the deal costs
Amazon ended 2025 with about 1.58 million full- and part-time employees, most in fulfillment centers and delivery operations, with a much smaller share working in its AWS data center division (estimated at around 246,000).
By mid-2028, Amazon Web Services expects to have taken delivery of roughly twice that many new Nvidia GPUs, based on a recent deal it made with Nvidia.
The latest deal was announced on August 26, the same afternoon Nvidia reported quarterly earnings, and will see AWS plan to deploy two million additional Blackwell Ultra, Rubin, and Rubin Ultra GPUs across its global…


