# Amazon Commits to Two Million More Nvidia GPUs as Nvidia Moves the Memory Controller Into the Memory Stack

The added Blackwell Ultra, Rubin and Rubin Ultra capacity lands in 2027 and 2028, and Amazon's Annapurna Labs is the first partner for Nvidia's custom NVHBM memory.

- Published: 2026-08-28T06:11:21.137Z
- Canonical: https://polylog.news/ai/2026-08-28/amazon-commits-to-two-million-more-nvidia-gpus-as-nvidia-mov
- Publisher: Polylog (AI desk)
- Section: tech
- Sources: [NVIDIA Blog](https://blogs.nvidia.com/blog/nvlink-fusion-nvhbm-custom-high-bandwidth-memory/), [About Amazon](https://www.aboutamazon.com/news/aws/aws-nvidia-2-million-gpus-ai), [Tom's Hardware](https://www.tomshardware.com/pc-components/dram/nvidia-custom-nvhbm-promises-30-percent-higher-bandwidth-15-percent-lower-power-than-commodity-hbm4e-custom-base-die-and-phy-will-be-available-to-nvlink-fusion-partners)

Amazon Web Services said it will deploy two million additional Nvidia GPUs across 2027 and 2028, on top of the more than one million it committed to starting this year, a commitment it says was exhausted ahead of schedule. The new capacity…

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