Amazon expanded its partnership with Nvidia by adding another 2 million Nvidia GPU chips to AWS data centers. The additional GPUs are scheduled to arrive in 2027 and 2028, expanding on an earlier plan to deploy more than 1 million Nvidia GPUs starting this year. This deepens Nvidia’s integration across AWS and comes while Amazon continues building its own potentially competing AI chips and services.
Nvidia reported $96bn in second-quarter revenue as AI infrastructure demand continued to drive chip sales. Data-centre revenue reached $89bn in the quarter, up 117% year over year. The company raised expectations for $108bn next quarter and its results helped reinforce its central role as funding and hardware supplier for AI builders.
Nvidia reported that its second-quarter revenue and profit rose year over year and forecast current-quarter sales above analyst expectations, driven by demand for its AI chips. The quarter ended July 26 brought in $96.2 billion in revenue, beating estimates of $92.2 billion. Nvidia also guided to $91 billion ±2% revenue for the current quarter and said compute revenue is now the focus as demand accelerates.
NVIDIA expanded NVLink Fusion by adding NVHBM custom high-bandwidth memory to improve performance for XPUs. NVHBM delivers up to 30% greater memory bandwidth and 15% lower HBM power consumption versus standard HBM4E. This shifts the memory controller into the 3D HBM stack to free up to 25% more XPU die area and speeds up qualification from multiple memory partners, including Amazon’s Annapurna Labs starting with Trainium4.
Nvidia forecast that it will generate $108 billion in revenue within the next few months. Its latest earnings reported $96.2 billion in quarterly revenue, including $89 billion from data centers. Results point to Nvidia becoming a $100 billion+ revenue per quarter company, with data center growth continuing to drive higher profit.
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