Product & chips · Aug 29, 2026

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.

Chips & semiconductors · Tracking update (announced August 27)

From the Aug 29, 2026 daily brief

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.

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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.

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More in this section

Customers of chip-design tool vendors have started capping tokens engineer by engineer — and a year ago nobody cared what that line cost.

The new flagship's enterprise edition went live with its first published prices, and its own account of the mechanism doubles as an audit cost.

OpenAI says its first in-house inference chip delivers 1.5 to 1.9 times the throughput per watt of "the commercial systems tested" — and does not say which systems those were.

Meta launched a personal AI agent called Muse, and the part worth recording is not what it does but that a payment network has written terms for a non-human buyer for the first time.