AWS Orders 2M Nvidia GPUs, Stock Gains $440B [2026]

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Published: 2026-09-03T13:51:03.066Z • Permanent link

Amazon Web Services has finalized a massive order for 2 million graphics processing units (GPUs) from NVIDIA, sending shockwaves throughout the tech industry. The deal, reportedly valued at over $440 billion, has sent NVIDIA's stock soaring to new heights, sparking widespread speculation about the implications for the company's future growth and dominance in the burgeoning field of artificial intelligence.

According to sources familiar with the matter, the order was placed by AWS's data analytics team, which has been rapidly expanding its cloud infrastructure to support the growing demand for AI-powered applications. The GPUs will be used to fuel the development of AI models, machine learning algorithms, and other data-intensive applications that are driving the company's growth.

Details of the deal were first reported by tech publication Tech Insider, which cited sources close to the negotiations. According to the publication, AWS's data analytics team had been in talks with NVIDIA for several months, and the two companies had agreed on a price tag of around $220 per GPU. The deal is expected to be completed within the next quarter, with NVIDIA delivering the GPUs to AWS's data centers around the world.

The order has sent shockwaves throughout the tech industry, with many analysts hailing it as a major coup for NVIDIA. The company has long been the leading provider of GPUs to the AI and machine learning markets, but the deal with AWS represents a major expansion of its customer base and a significant increase in its sales volume.

The impact of the deal will be felt across the NVIDIA ecosystem, with many of the company's partners and suppliers expected to benefit from the increased demand for GPUs. For example, companies such as Micron Technology and Samsung have both partnered with NVIDIA to supply the company with memory and storage chips, respectively. The increased demand for these components is expected to boost sales and revenue for these companies, providing a significant boost to the overall tech industry.

Furthermore, the deal has significant implications for the broader tech industry, with many analysts predicting that it will drive innovation and growth in the AI and machine learning markets. As AI-powered applications become increasingly ubiquitous, the demand for high-performance computing hardware is expected to continue to grow, providing a significant opportunity for companies such as NVIDIA to drive growth and expansion.