AI news Aug 29, 2026

Tracking update · announced August 27

AWS is building its own silicon and buying more NVIDIA at the same time — and this round it plugged its own component into NVIDIA's interconnect.

Our August 28 issue noted in the "Also happened" section that AWS committed to deploying another 2 million NVIDIA GPUs across 2027 and 2028. What needs adding today is the other half of that joint announcement: it is not just buying cards. The partnership also extends to NVIDIA's Vera CPU (the CPU half of the Vera Rubin generation, the same not-yet-shipped generation the Nscale lease in item 3 is built on), plugs AWS's own custom high-bandwidth memory into NVIDIA's NVLink Fusion, brings NVIDIA's open-weight Nemotron model family onto AWS, and puts NVIDIA's robotics AI platform into Amazon's warehouse robots (Data Center Dynamics, 08-27). NVLink Fusion is the high-speed interconnect that lets many chips compute as though they were one.

⚠️ Three definitions first. This is a commitment, not a delivery — the 2 million is a two-year total with no annual split, while the comparison base of "more than 1 million in 2026" is a single-year figure. Different populations, so you cannot divide one by the other and announce a multiple. No value, payment terms or cancellation terms were disclosed either, so none of this can be used to model NVIDIA's revenue. And both sides have an incentive to inflate a headline quantity.