00:00Amazon is dramatically expanding its partnership with NVIDIA, ordering another 2 million GPUs for AWS data centers, after demand far
00:09exceeded expectations.
00:11The chips, including NVIDIA's Blackwell Ultra and next-generation Rubin systems, are expected to be deployed in 2027 and 2028,
00:20in a deal potentially worth tens of billions of dollars.
00:23The move is striking because Amazon is simultaneously developing its own AI chips to reduce its dependence on NVIDIA.
00:31For now, though, NVIDIA remains the powerhouse behind Amazon's AI ambitions.
