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AWS to add 1M+ Blackwell and Rubin GPUs starting this year, collaborating on Spectrum networking
Jensen Huang· NVIDIA· AI· 2026-05-20· about AWS, NVIDIA (AMZN, NVDA)
“Starting this year, AWS will add more than 1 million Blackwell and Rubin GPUs and are collaborating on spectrum networking.”
Why it matters
AWS 1M+ GPU commitment (Blackwell + Rubin mix) represents massive capex allocation and validates NVIDIA's VeraRubin ramp assumptions. This also signals AWS is adopting Spectrum-X networking, reinforcing NVIDIA's networking lock-in.
Investment implication
AWS's 1M GPU deployment will require sustained supply chain scaling from NVIDIA suppliers. This also suggests AWS customers will face cloud price competition as AWS absorbs GPU capex, potentially compressing cloud margins. Spectrum adoption obligates AWS to integrate NVIDIA's entire networking stack.