AWS and NVIDIA commit to two million more GPUs and push the partnership down the stack to CPUs and robotics

On 26 August 2026, AWS and NVIDIA announced two million additional GPUs to be deployed by 2028, NVIDIA Vera CPUs, NVHBM memory, and 100,000-GPU federal AI factories. This is no longer a silicon supply deal: AWS is now co-engineering interconnect and memory with NVIDIA. Here is what it changes for a cloud engineer.