{"@context":"https://schema.org","@type":"NewsArticle","generatedAt":"2026-08-31T15:40:19.115Z","headline":"亚马逊将英伟达芯片订单增至三倍，新增200万颗GPU","description":"亚马逊与英伟达宣布扩大合作，将在2027和2028年为AWS数据中心新增200万颗GPU芯片，包括Blackwell Ultra、Rubin和Rubin Ultra。此前五个月亚马逊刚同意部署超100万颗英伟达GPU，英伟达称此后\"需求超出预期\"。双方未披露财务条款，但按GPU单价估算交易价值达数百亿美元。","url":"https://www.aioga.com/news/cmtar8e770746roam1wznm4mi/","mainEntityOfPage":"https://www.aioga.com/news/cmtar8e770746roam1wznm4mi/","datePublished":"2026-08-26T23:47:18.000Z","dateModified":"2026-08-26T23:47:18.000Z","inLanguage":"zh-CN","publisher":{"@type":"NewsMediaOrganization","name":"Aioga","url":"https://www.aioga.com"},"citation":["https://techcrunch.com/2026/08/26/amazon-just-tripled-its-order-of-nvidia-chips-over-surging-demand","https://aihot.virxact.com/items/cmtar8e770746roam1wznm4mi"],"canonicalUrl":"https://www.aioga.com/news/cmtar8e770746roam1wznm4mi/","directAnswer":{"@type":"Answer","text":"亚马逊与英伟达扩大合作，计划在2027年和2028年为AWS数据中心新增200万颗GPU，覆盖Blackwell Ultra、Rubin和Rubin Ultra。双方称需求增长推动合作升级，但未披露财务条款。","url":"https://www.aioga.com/news/cmtar8e770746roam1wznm4mi/","dateCreated":"2026-08-26T23:47:18.000Z","author":{"@type":"Organization","@id":"https://www.aioga.com/authors/aioga-editorial/#editorial-team","name":"Aioga Editorial Team","url":"https://www.aioga.com/authors/aioga-editorial/"}},"evidence":[{"@type":"CreativeWork","name":"TechCrunch source article","url":"https://techcrunch.com/2026/08/26/amazon-just-tripled-its-order-of-nvidia-chips-over-surging-demand","datePublished":"2026-08-26T23:47:18.000Z","provider":{"@type":"Organization","name":"TechCrunch","url":"https://techcrunch.com/2026/08/26/amazon-just-tripled-its-order-of-nvidia-chips-over-surging-demand"}},{"@type":"CreativeWork","name":"AIHot archive record","url":"https://aihot.virxact.com/items/cmtar8e770746roam1wznm4mi","datePublished":"2026-08-26T23:47:18.000Z","provider":{"@type":"Organization","name":"AIHot","url":"https://aihot.virxact.com/items/cmtar8e770746roam1wznm4mi"}}],"aggregationSource":"TechCrunch：AI（RSS）","originalPublisher":{"name":"TechCrunch","url":"https://techcrunch.com/2026/08/26/amazon-just-tripled-its-order-of-nvidia-chips-over-surging-demand"},"geoDeepAnswer":null,"article":{"id":"cmtar8e770746roam1wznm4mi","slug":"cmtar8e770746roam1wznm4mi","url":"https://www.aioga.com/news/cmtar8e770746roam1wznm4mi/","title":"亚马逊将英伟达芯片订单增至三倍，新增200万颗GPU","title_en":"","summary":"亚马逊与英伟达宣布扩大合作，将在2027和2028年为AWS数据中心新增200万颗GPU芯片，包括Blackwell Ultra、Rubin和Rubin Ultra。此前五个月亚马逊刚同意部署超100万颗英伟达GPU，英伟达称此后\"需求超出预期\"。双方未披露财务条款，但按GPU单价估算交易价值达数百亿美元。","source":"TechCrunch：AI（RSS）","sourceUrl":"https://techcrunch.com/2026/08/26/amazon-just-tripled-its-order-of-nvidia-chips-over-surging-demand","aiHotUrl":"https://aihot.virxact.com/items/cmtar8e770746roam1wznm4mi","publishedAt":"2026-08-26T23:47:18.000Z","category":"行业动态","score":72,"selected":true,"articleBody":["Amazon and Nvidia just got a lot closer. The two companies announced Wednesday an expanded partnership that includes a deal to add another 2 million Nvidia GPU chips to Amazon’s data centers.","These GPUs, which are designed to handle the heavy compute demands of training and running AI models, include Nvidia Blackwell Ultra, Rubin, and Rubin Ultra GPUs. The chips will head to Amazon Web Services’ data centers in 2027 and 2028.","The announcement, made during Nvidia’s quarterly earnings call, comes just five months after Amazon agreed to deploy more than 1 million Nvidia GPU：https://aws.amazon.com/blogs/machine-learning/aws-and-nvidia-deepen-strategic-collaboration-to-accelerate-ai-from-pilot-to-production/s across AWS infrastructure starting this year. Nvidia said in a statement that since then, “demand has exceeded those expectations.”","Neither company shared financial terms. It’s unclear what the exact return will be for Nvidia. But considering GPU unit costs, the deal is worth tens of billions of dollars.","The announcement is notable not just for its size and the speed in which it grew, but also because it extends beyond Amazon buying more Nvidia chips. And it’s happening even as Amazon invests in its own potentially competing AI chips.","Nvidia said Wednesday that its technology, including the networking hardware that connects thousands of GPUs into one system, as well as its open models, CPUs, data processing software, and robotics platform, will also be integrated across AWS.","The companies said “surging demand” from startups, enterprises, AI labs, and even governments influenced the decision to work more closely.","The expanded partnership comes as Amazon ramps up its own AI chip efforts — particularly with CPUs, which are the general purpose processors at the heart of servers.","Amazon has been building its own chips to lessen its dependence on Nvidia and even compete with the chip giant. Amazon’s AI chief Peter DeSantis has said that AWS is in talks to sell its Trainium chips：https://techcrunch.com/2026/06/18/amazon-hopes-to-challenge-nvidia-more-directly-by-selling-its-ai-chips/ — which are a direct alternative to Nvidia’s H100 or Blackwell chips for deep learning workloads — to other companies for use in data centers. Amazon’s Arm-built Graviton CPU：https://techcrunch.com/2026/04/24/in-another-wild-turn-for-ai-chips-meta-signs-deal-for-millions-of-amazon-ai-cpus/ is also seen as a challenger to traditional server chips from Intel and AMD.","Amazon has said its custom chip business：https://techcrunch.com/2026/03/22/an-exclusive-tour-of-amazons-trainium-lab-the-chip-thats-won-over-anthropic-openai-even-apple/ is growing, noting on its last earnings call that it crossed a $25 billion annualized revenue run rate, driven by $225 billion in total commitments from AI labs like Anthropic and OpenAI.","But, it seems Nvidia is still the GOAT in the world of AI chips.","With the 2 million GPU chips Amazon is adding to AWS starting in the third quarter, Nvidia also plans to send an unspecified number of Vera CPUs, “some integrated with Rubin, others standalone,” according to Nvidia CFO Colette Kress.","Nvidia CEO Jensen Huang has big plans for the company’s Vera CPUs, boasting back in May that he had found a “brand new $200 billion TAM”：https://techcrunch.com/2026/05/20/jensen-huang-says-hes-found-a-brand-new-200b-market-for-nvidia/ for the company.","Aside from AWS, Kress said Wednesday that Nvidia expects Vera to be deployed by “every major hyperscaler, neocloud, AI lab, and system OEM, with shipments already underway to our lead partners,” which include Oracle and SpaceXAI.","The partnership is also extending to Amazon’s warehouse robots and enterprise offerings.","Kress said Amazon plans to adopt Nvidia’s full physical AI stack to power its fleet of robots. The stack includes Omniverse (its simulation and digital twin platform); Cosmos (its world model platform); Isaac (its robotics development platform); and Jetson (computing hardware for robots and edge AI). This week, Nvidia also introduced a new version of Jetson ：https://investor.nvidia.com/news/press-release-details/2026/NVIDIA-Announces-Jetson-Orin-Nano-2-Robotics-Computer-to-Redefine-Entry-Level-Edge-AI/default.aspxdesigned as a more accessible robotics computer for “entry-level edge AI.”","On the enterprise side, AWS will serve Nvidia’s Nemotron family of open models on Amazon Bedrock, its managed foundation model platform, and SageMaker, its managed cloud service.","Nvidia also reported Wednesday that it recorded sales of $96.2 billion for the second quarter, beating analyst estimates. Data center revenue made up the majority of Nvidia’s sales for the quarter at $89 billion, up 117% from a year ago.","Nvidia said it expects revenue to reach $108 billion in the third quarter, some of which will come from its next-gen Rubin GPUs. Nvidia said it began production shipments this quarter. Investors have been looking out for Rubin’s initial Q3 sales for signs that demand will continue into Nvidia’s next generation of hardware.","Nvidia has committed $279 billion to secure supply and manufacturing capacity for current and future data-center projects, up substantially from $119 billion last quarter, as the chipmaker looks to secure memory and manufacturing capacity to meet AI demand over the next few years. That commitment includes $92 billion in projected spending for the rest of the fiscal year and another $87 billion in fiscal year 2028.","“The thing that matters for the industry is that AI is now doing productive and useful work,” Huang said during Wednesday’s call. “AI is generating profitable tokens… If we had more compute, we could generate more profitable tokens, which results in more profit for all of the services. This is the exact phase where we’re at, which is the reason why everybody’s leaning in.”","Investors will be watching to see if additional compute indeed translates so neatly into additional profits as AI companies pour hundreds of billions of dollars into infrastructure.","When you purchase through links in our articles, we may earn a small commission：https://techcrunch.com/techcrunch-affiliate-monetization-standards/. This doesn’t affect our editorial independence.","Rebecca Bellan is a senior reporter at TechCrunch where she covers the business, policy, and emerging trends shaping artificial intelligence. Her work has also appeared in Forbes, Bloomberg, The Atlantic, The Daily Beast, and other publications.","You can contact or verify outreach from Rebecca by emailing rebecca.bellan@techcrunch.com：mailto:rebecca.bellan@techcrunch.com or via encrypted message at rebeccabellan.491 on Signal.","Don’t miss out . The startup community will gather to answer a pivotal question: How do you build sustainably in the AI era?","Fitbit founders launch Luffu Link, an LTE health and safety band：https://techcrunch.com/2026/08/25/fitbit-founders-launch-luffu-link-an-lte-health-and-safety-band/ Aisha Malik：https://techcrunch.com/author/aisha-malik/","Two years after launch, Walmart’s Flipkart is closing in on India’s quick-commerce leaders：https://techcrunch.com/2026/08/22/two-years-after-launch-walmarts-flipkart-is-closing-in-on-indias-quick-commerce-leaders/ Jagmeet Singh：https://techcrunch.com/author/jagmeet-singh/","Inherent, founded by DeepMind alumni, says its AI ‘teammate’ just outperformed Anthropic and OpenAI at replicating research：https://techcrunch.com/2026/08/22/inherent-founded-by-deepmind-alumni-says-its-ai-teammate-just-outperformed-anthropic-and-openai-at-replicating-research/ Anna Heim：https://techcrunch.com/author/anna-heim/","Michael Polansky is training an AI model on skin that’s still alive：https://techcrunch.com/2026/08/21/michael-polansky-is-training-an-ai-model-on-skin-thats-still-alive/ Connie Loizos：https://techcrunch.com/author/connie-loizos/","How AI accounting startup Rillet raised $100M and became a unicorn in 48 hours：https://techcrunch.com/2026/08/21/how-ai-accounting-startup-rillet-raised-100m-and-became-a-unicorn-in-48-hours/ Dominic-Madori Davis：https://techcrunch.com/author/dominic-madori-davis/","Tesla’s solar roof is dead — here’s what went wrong：https://techcrunch.com/2026/08/21/teslas-solar-roof-is-dead-heres-what-went-wrong/ Tim De Chant：https://techcrunch.com/author/tim-de-chant/","Oura faces lawsuit accusing it of misleading consumers about sleep-tracking accuracy：https://techcrunch.com/2026/08/21/oura-faces-lawsuit-accusing-it-of-misleading-consumers-about-sleep-tracking-accuracy/ Aisha Malik：https://techcrunch.com/author/aisha-malik/"],"articleImages":[{"sourceUrl":"https://techcrunch.com/wp-content/uploads/2021/08/Screen-Shot-2021-08-18-at-12.33.03-PM.png?w=150","alt":"Kirsten Korosec","afterParagraph":24,"url":"/media/articles/cmtar8e770746roam1wznm4mi/54013876638a5a7e.webp"},{"sourceUrl":"https://techcrunch.com/wp-content/uploads/2025/04/Disrupt2026-Color.png","alt":"Event Logo","afterParagraph":24,"url":"/media/articles/cmtar8e770746roam1wznm4mi/d1d06f6f97361f52.webp"}],"mediaStatus":"ok","articleBodyZh":["亚马逊和英伟达的关系刚刚更加紧密。这两家公司周三宣布了扩展合作伙伴关系的消息，其中包括在亚马逊的数据中心增加 200 万块英伟达 GPU 芯片的协议。","这些 GPU 旨在应对训练和运行 AI 模型的高计算需求，包括英伟达 Blackwell Ultra、Rubin 和 Rubin Ultra GPU。这些芯片将在 2027 年和 2028 年运往亚马逊网络服务（AWS）的数据中心。","这一公告是在英伟达季度财报电话会议上发布的，距离亚马逊刚刚同意从今年开始在 AWS 基础设施上部署超过 100 万块英伟达 GPU 仅五个月时间。英伟达在一份声明中表示，自那时以来，“需求已经超出预期”。","两家公司都未透露财务条款。尚不清楚英伟达的具体回报是多少。但考虑到 GPU 单位成本，该交易价值数百亿美元。","这则公告不仅因其规模和增长速度引人注目，还因为它不仅仅是亚马逊购买更多英伟达芯片。即便在亚马逊投资自己有潜在竞争力的 AI 芯片之际，这一合作仍在推进。","英伟达周三表示，其技术，包括将数千个 GPU 连接成一个系统的网络硬件，以及其开放模型、CPU、数据处理软件和机器人平台，也将整合到 AWS 中。","两家公司表示，来自初创公司、企业、AI 实验室甚至政府的“激增需求”影响了双方决定更紧密合作。","此次扩展合作正值亚马逊加大自身 AI 芯片力度之时——尤其是 CPU，这些是位于服务器核心的通用处理器。","亚马逊一直在打造自己的芯片，以减少对英伟达的依赖，甚至与这家芯片巨头竞争。亚马逊的人工智能负责人彼得·德桑蒂斯（Peter DeSantis）表示，AWS 正在洽谈向其他公司销售其 Trainium 芯片：https://techcrunch.com/2026/06/18/amazon-hopes-to-challenge-nvidia-more-directly-by-selling-its-ai-chips/ ——这是英伟达 H100 或 Blackwell 芯片在深度学习工作负载中的直接替代品。亚马逊基于 Arm 架构的 Graviton CPU：https://techcrunch.com/2026/04/24/in-another-wild-turn-for-ai-chips-meta-signs-deal-for-millions-of-amazon-ai-cpus/ 也被视为对传统 Intel 和 AMD 服务器芯片的挑战。","亚马逊表示，其定制芯片业务：https://techcrunch.com/2026/03/22/an-exclusive-tour-of-amazons-trainium-lab-the-chip-thats-won-over-anthropic-openai-even-apple/ 正在增长，并在上一次财报电话会议上提到，其年化收入已超过 250 亿美元，这主要来自 Anthropic 和 OpenAI 等人工智能实验室达到的 2,250 亿美元总承诺。","但看起来在人工智能芯片领域，英伟达仍然是最强的。","随着亚马逊从第三季度开始向 AWS 增加 200 万 GPU 芯片，英伟达也计划提供数量未公开的 Vera CPU，“其中一些集成了 Rubin，其他则独立使用，”据英伟达首席财务官科莱特·克雷斯（Colette Kress）表示。","英伟达首席执行官黄仁勋（Jensen Huang）对公司的 Vera CPU 有宏伟计划，他在五月曾夸耀称，他为公司找到了一个“全新的 2,000 亿美元可寻址市场”：https://techcrunch.com/2026/05/20/jensen-huang-says-hes-found-a-brand-new-200b-market-for-nvidia/。","除 AWS 外，克雷斯周三表示，英伟达预计 Vera 将被“每个主要超大规模云服务商、新型云、人工智能实验室和系统 OEM 部署，目前出货已开始发往我们的主要合作伙伴”，这些合作伙伴包括甲骨文（Oracle）和 SpaceXAI。","该合作关系还扩展到亚马逊的仓库机器人和企业服务产品。","Kress表示，亚马逊计划采用英伟达完整的物理AI技术栈来驱动其机器人车队。该技术栈包括Omniverse（其模拟和数字孪生平台）;Cosmos（其世界模型平台）;Isaac（其机器人开发平台）;以及Jetson（用于机器人和边缘人工智能的计算硬件）。本周，英伟达还推出了新版本的Jetson：https://investor.nvidia.com/news/press-release-details/2026/NVIDIA-Announces-Jetson-Orin-Nano-2-Robotics-Computer-to-Redefine-Entry-Level-Edge-AI/default.aspxdesigned，作为一款更易接近的机器人计算机，适合“入门级边缘人工智能”。","在企业端，AWS将在亚马逊Bedrock（其托管基础模型平台）和SageMaker（托管云服务）上为Nvidia的Nemotron系列开放模型提供服务。","英伟达周三还报告称，第二季度销售额达到962亿美元，超过分析师预期。数据中心收入占英伟达季度销售额的大部分，达到890亿美元，同比增长117%。","英伟达表示，预计第三季度收入将达到1080亿美元，其中部分将来自其下一代Rubin显卡。英伟达表示，本季度已开始量产出货。投资者一直在关注Rubin第三季度的初步销售，以期寻找需求将持续推进到英伟达下一代硬件的迹象。","英伟达已承诺投入2790亿美元，为当前和未来的数据中心项目提供供应和制造能力，较上季度的1190亿美元大幅增加，旨在确保未来几年内存和制造能力以满足人工智能的需求。该承诺包括本财年剩余时间的920亿美元预算和2028财年的870亿美元。","“对行业来说，重要的是人工智能现在正在做有生产力且有用的工作，”黄在周三的电话会议中说。“人工智能正在生成盈利的代币......如果我们有更多的计算能力，就能生成更多盈利的代币，这将为所有服务带来更多利润。这正是我们所处的阶段，这也是大家都积极参与的原因。”","投资者将密切关注，看看随着人工智能公司向基础设施投入数千亿美元，额外的算力是否确实能如此顺利地转化为额外的利润。","当您通过我们文章中的链接进行购买时，我们可能会赚取一小部分佣金：https://techcrunch.com/techcrunch-affiliate-monetization-standards/。这不会影响我们的编辑独立性。","Rebecca Bellan 是 TechCrunch 的高级记者，她报道影响人工智能发展的商业、政策和新兴趋势。她的作品还刊登在 Forbes、Bloomberg、The Atlantic、The Daily Beast 及其他出版物。","您可以通过发送电子邮件至 rebecca.bellan@techcrunch.com：mailto:rebecca.bellan@techcrunch.com 或通过 Signal 上的加密消息 rebeccabellan.491 联系或验证 Rebecca 的外联信息。","不要错过。初创社区将聚集一堂，回答一个关键问题：如何在人工智能时代可持续地构建业务？","Fitbit 创始人推出 Luffu Link，一款 LTE 健康与安全手环：https://techcrunch.com/2026/08/25/fitbit-founders-launch-luffu-link-an-lte-health-and-safety-band/ Aisha Malik：https://techcrunch.com/author/aisha-malik/","推出两年后，沃尔玛的 Flipkart 正逼近印度快速商务领导者：https://techcrunch.com/2026/08/22/two-years-after-launch-walmarts-flipkart-is-closing-in-on-indias-quick-commerce-leaders/ Jagmeet Singh：https://techcrunch.com/author/jagmeet-singh/","由 DeepMind 校友创立的 Inherent 表示，其 AI “队友”刚刚在复制研究方面超越了 Anthropic 和 OpenAI：https://techcrunch.com/2026/08/22/inherent-founded-by-deepmind-alumni-says-its-ai-teammate-just-outperformed-anthropic-and-openai-at-replicating-research/ Anna Heim：https://techcrunch.com/author/anna-heim/","Michael Polansky 正在对仍然活着的皮肤训练 AI 模型：https://techcrunch.com/2026/08/21/michael-polansky-is-training-an-ai-model-on-skin-thats-still-alive/ Connie Loizos：https://techcrunch.com/author/connie-loizos/","AI 会计初创公司 Rillet 如何在 48 小时内筹集 1 亿美元并成为独角兽：https://techcrunch.com/2026/08/21/how-ai-accounting-startup-rillet-raised-100m-and-became-a-unicorn-in-48-hours/ Dominic-Madori Davis：https://techcrunch.com/author/dominic-madori-davis/","特斯拉的太阳能屋顶已死——问题出在哪：https://techcrunch.com/2026/08/21/teslas-solar-roof-is-dead-heres-what-went-wrong/ Tim De Chant：https://techcrunch.com/author/tim-de-chant/","Oura面临诉讼，指控其误导消费者关于睡眠跟踪的准确性：https://techcrunch.com/2026/08/21/oura-faces-lawsuit-accusing-it-of-misleading-consumers-about-sleep-tracking-accuracy/ Aisha Malik：https://techcrunch.com/author/aisha-malik/"],"translationStatus":"translated","bodyOrigin":"source-page","editorial":{"summary":"亚马逊与英伟达扩大合作，计划在2027年和2028年为AWS数据中心新增200万颗GPU，覆盖Blackwell Ultra、Rubin和Rubin Ultra。双方称需求增长推动合作升级，但未披露财务条款。","background":"此次安排距离亚马逊同意部署超过100万颗英伟达GPU仅约五个月。英伟达表示，之后的需求已超出预期。合作范围还包括网络硬件、开放模型、CPU、数据处理软件和机器人平台。","viewpoint":"Aioga判断，这不仅是GPU采购数量的扩大，也显示双方正把合作延伸至AWS基础设施和软件生态。不过，交易回报、实际部署节奏及需求持续性仍缺乏公开细节，不能仅凭订单规模推断最终收益。","implications":"这项安排可能强化英伟达在AWS人工智能基础设施中的存在，也可能使亚马逊在自研芯片与外部供应商合作之间维持并行路径。新增GPU面向训练和运行人工智能模型，但具体客户配置及利用率尚未披露。","nextStep":"后续值得关注GPU在AWS数据中心的交付与部署进度、双方是否公布财务条款，以及亚马逊自研芯片与英伟达方案在实际业务中的分工。","evidenceRefs":["title","summary","articleBody","source"],"status":"published","aiGenerated":true,"autoApproved":true,"generatedBy":"aioga-editorial:gpt-5.6-sol","reviewedBy":"aioga-editorial-review:gpt-5.6-sol","generatedAt":"2026-08-29T15:22:37.385Z","sourceHash":"1985394e32dd1ddd","review":{"approved":true,"groundedness":93,"clarity":95,"duplicationRisk":12,"blockingIssues":[],"notes":["“把合作延伸至AWS基础设施和软件生态”属于基于来源中“整合至AWS”的概括，可考虑改为更贴近原文的表述。","“维持并行路径”以及关于实际部署节奏、需求持续性的表述属于合理推断或谨慎限定，当前已使用“可能”“尚未披露”等措辞，未构成事实性错误。"]},"validation":{"passed":true,"mode":"ai-auto","revisions":0,"checks":["schema","length","source-attribution","low-source-overlap","no-html","independent-ai-review"]}},"tags":["行业动态","TechCrunch：AI（RSS）"],"translations":{"zh-CN":{"title":"亚马逊将英伟达芯片订单增至三倍，新增200万颗GPU","summary":"亚马逊与英伟达宣布扩大合作，将在2027和2028年为AWS数据中心新增200万颗GPU芯片，包括Blackwell Ultra、Rubin和Rubin Ultra。此前五个月亚马逊刚同意部署超100万颗英伟达GPU，英伟达称此后\"需求超出预期\"。双方未披露财务条款，但按GPU单价估算交易价值达数百亿美元。","category":"行业动态","source":"TechCrunch","aggregationSource":"TechCrunch：AI（RSS）","pageTitle":"亚马逊将英伟达芯片订单增至三倍，新增200万颗GPU - Aioga AI资讯","description":"亚马逊与英伟达宣布扩大合作，将在2027和2028年为AWS数据中心新增200万颗GPU芯片，包括Blackwell Ultra、Rubin和Rubin Ultra。此前五个月亚马逊刚同意部署超100万颗英伟达GPU，英伟达称此后\"需求超出预期\"。双方未披露财务条款，但按GPU单价估算交易价值达数百亿美元。","url":"https://www.aioga.com/news/cmtar8e770746roam1wznm4mi/","articleBody":["亚马逊和英伟达的关系刚刚更加紧密。这两家公司周三宣布了扩展合作伙伴关系的消息，其中包括在亚马逊的数据中心增加 200 万块英伟达 GPU 芯片的协议。","这些 GPU 旨在应对训练和运行 AI 模型的高计算需求，包括英伟达 Blackwell Ultra、Rubin 和 Rubin Ultra GPU。这些芯片将在 2027 年和 2028 年运往亚马逊网络服务（AWS）的数据中心。","这一公告是在英伟达季度财报电话会议上发布的，距离亚马逊刚刚同意从今年开始在 AWS 基础设施上部署超过 100 万块英伟达 GPU 仅五个月时间。英伟达在一份声明中表示，自那时以来，“需求已经超出预期”。","两家公司都未透露财务条款。尚不清楚英伟达的具体回报是多少。但考虑到 GPU 单位成本，该交易价值数百亿美元。","这则公告不仅因其规模和增长速度引人注目，还因为它不仅仅是亚马逊购买更多英伟达芯片。即便在亚马逊投资自己有潜在竞争力的 AI 芯片之际，这一合作仍在推进。","英伟达周三表示，其技术，包括将数千个 GPU 连接成一个系统的网络硬件，以及其开放模型、CPU、数据处理软件和机器人平台，也将整合到 AWS 中。","两家公司表示，来自初创公司、企业、AI 实验室甚至政府的“激增需求”影响了双方决定更紧密合作。","此次扩展合作正值亚马逊加大自身 AI 芯片力度之时——尤其是 CPU，这些是位于服务器核心的通用处理器。","亚马逊一直在打造自己的芯片，以减少对英伟达的依赖，甚至与这家芯片巨头竞争。亚马逊的人工智能负责人彼得·德桑蒂斯（Peter DeSantis）表示，AWS 正在洽谈向其他公司销售其 Trainium 芯片：https://techcrunch.com/2026/06/18/amazon-hopes-to-challenge-nvidia-more-directly-by-selling-its-ai-chips/ ——这是英伟达 H100 或 Blackwell 芯片在深度学习工作负载中的直接替代品。亚马逊基于 Arm 架构的 Graviton CPU：https://techcrunch.com/2026/04/24/in-another-wild-turn-for-ai-chips-meta-signs-deal-for-millions-of-amazon-ai-cpus/ 也被视为对传统 Intel 和 AMD 服务器芯片的挑战。","亚马逊表示，其定制芯片业务：https://techcrunch.com/2026/03/22/an-exclusive-tour-of-amazons-trainium-lab-the-chip-thats-won-over-anthropic-openai-even-apple/ 正在增长，并在上一次财报电话会议上提到，其年化收入已超过 250 亿美元，这主要来自 Anthropic 和 OpenAI 等人工智能实验室达到的 2,250 亿美元总承诺。","但看起来在人工智能芯片领域，英伟达仍然是最强的。","随着亚马逊从第三季度开始向 AWS 增加 200 万 GPU 芯片，英伟达也计划提供数量未公开的 Vera CPU，“其中一些集成了 Rubin，其他则独立使用，”据英伟达首席财务官科莱特·克雷斯（Colette Kress）表示。","英伟达首席执行官黄仁勋（Jensen Huang）对公司的 Vera CPU 有宏伟计划，他在五月曾夸耀称，他为公司找到了一个“全新的 2,000 亿美元可寻址市场”：https://techcrunch.com/2026/05/20/jensen-huang-says-hes-found-a-brand-new-200b-market-for-nvidia/。","除 AWS 外，克雷斯周三表示，英伟达预计 Vera 将被“每个主要超大规模云服务商、新型云、人工智能实验室和系统 OEM 部署，目前出货已开始发往我们的主要合作伙伴”，这些合作伙伴包括甲骨文（Oracle）和 SpaceXAI。","该合作关系还扩展到亚马逊的仓库机器人和企业服务产品。","Kress表示，亚马逊计划采用英伟达完整的物理AI技术栈来驱动其机器人车队。该技术栈包括Omniverse（其模拟和数字孪生平台）;Cosmos（其世界模型平台）;Isaac（其机器人开发平台）;以及Jetson（用于机器人和边缘人工智能的计算硬件）。本周，英伟达还推出了新版本的Jetson：https://investor.nvidia.com/news/press-release-details/2026/NVIDIA-Announces-Jetson-Orin-Nano-2-Robotics-Computer-to-Redefine-Entry-Level-Edge-AI/default.aspxdesigned，作为一款更易接近的机器人计算机，适合“入门级边缘人工智能”。","在企业端，AWS将在亚马逊Bedrock（其托管基础模型平台）和SageMaker（托管云服务）上为Nvidia的Nemotron系列开放模型提供服务。","英伟达周三还报告称，第二季度销售额达到962亿美元，超过分析师预期。数据中心收入占英伟达季度销售额的大部分，达到890亿美元，同比增长117%。","英伟达表示，预计第三季度收入将达到1080亿美元，其中部分将来自其下一代Rubin显卡。英伟达表示，本季度已开始量产出货。投资者一直在关注Rubin第三季度的初步销售，以期寻找需求将持续推进到英伟达下一代硬件的迹象。","英伟达已承诺投入2790亿美元，为当前和未来的数据中心项目提供供应和制造能力，较上季度的1190亿美元大幅增加，旨在确保未来几年内存和制造能力以满足人工智能的需求。该承诺包括本财年剩余时间的920亿美元预算和2028财年的870亿美元。","“对行业来说，重要的是人工智能现在正在做有生产力且有用的工作，”黄在周三的电话会议中说。“人工智能正在生成盈利的代币......如果我们有更多的计算能力，就能生成更多盈利的代币，这将为所有服务带来更多利润。这正是我们所处的阶段，这也是大家都积极参与的原因。”","投资者将密切关注，看看随着人工智能公司向基础设施投入数千亿美元，额外的算力是否确实能如此顺利地转化为额外的利润。","当您通过我们文章中的链接进行购买时，我们可能会赚取一小部分佣金：https://techcrunch.com/techcrunch-affiliate-monetization-standards/。这不会影响我们的编辑独立性。","Rebecca Bellan 是 TechCrunch 的高级记者，她报道影响人工智能发展的商业、政策和新兴趋势。她的作品还刊登在 Forbes、Bloomberg、The Atlantic、The Daily Beast 及其他出版物。","您可以通过发送电子邮件至 rebecca.bellan@techcrunch.com：mailto:rebecca.bellan@techcrunch.com 或通过 Signal 上的加密消息 rebeccabellan.491 联系或验证 Rebecca 的外联信息。","不要错过。初创社区将聚集一堂，回答一个关键问题：如何在人工智能时代可持续地构建业务？","Fitbit 创始人推出 Luffu Link，一款 LTE 健康与安全手环：https://techcrunch.com/2026/08/25/fitbit-founders-launch-luffu-link-an-lte-health-and-safety-band/ Aisha Malik：https://techcrunch.com/author/aisha-malik/","推出两年后，沃尔玛的 Flipkart 正逼近印度快速商务领导者：https://techcrunch.com/2026/08/22/two-years-after-launch-walmarts-flipkart-is-closing-in-on-indias-quick-commerce-leaders/ Jagmeet Singh：https://techcrunch.com/author/jagmeet-singh/","由 DeepMind 校友创立的 Inherent 表示，其 AI “队友”刚刚在复制研究方面超越了 Anthropic 和 OpenAI：https://techcrunch.com/2026/08/22/inherent-founded-by-deepmind-alumni-says-its-ai-teammate-just-outperformed-anthropic-and-openai-at-replicating-research/ Anna Heim：https://techcrunch.com/author/anna-heim/","Michael Polansky 正在对仍然活着的皮肤训练 AI 模型：https://techcrunch.com/2026/08/21/michael-polansky-is-training-an-ai-model-on-skin-thats-still-alive/ Connie Loizos：https://techcrunch.com/author/connie-loizos/","AI 会计初创公司 Rillet 如何在 48 小时内筹集 1 亿美元并成为独角兽：https://techcrunch.com/2026/08/21/how-ai-accounting-startup-rillet-raised-100m-and-became-a-unicorn-in-48-hours/ Dominic-Madori Davis：https://techcrunch.com/author/dominic-madori-davis/","特斯拉的太阳能屋顶已死——问题出在哪：https://techcrunch.com/2026/08/21/teslas-solar-roof-is-dead-heres-what-went-wrong/ Tim De Chant：https://techcrunch.com/author/tim-de-chant/","Oura面临诉讼，指控其误导消费者关于睡眠跟踪的准确性：https://techcrunch.com/2026/08/21/oura-faces-lawsuit-accusing-it-of-misleading-consumers-about-sleep-tracking-accuracy/ Aisha Malik：https://techcrunch.com/author/aisha-malik/"]},"en":{"title":"Amazon has tripled its NVIDIA chip orders, adding 2 million GPUs","summary":"Amazon and NVIDIA announced an expansion of their cooperation, with plans to add 2 million GPUs to AWS data centers in 2027 and 2028, including Blackwell Ultra, Rubin, and Rubin Ultra. Five months earlier, Amazon had agreed to deploy over 1 million NVIDIA GPUs, with NVIDIA stating that 'demand exceeded expectations' afterward. The financial terms were not disclosed, but based on the GPU unit price, the estimated transaction value reaches tens of billions of dollars.","category":"Industry","source":"TechCrunch：AI（RSS）","aggregationSource":"TechCrunch：AI（RSS）","pageTitle":"Amazon has tripled its NVIDIA chip orders, adding 2 million GPUs - Aioga AI News","description":"Amazon and NVIDIA announced an expansion of their cooperation, with plans to add 2 million GPUs to AWS data centers in 2027 and 2028, including Blackwell Ultra, Rubin, and Rubin Ul...","url":"https://www.aioga.com/en/news/cmtar8e770746roam1wznm4mi/","contentTranslated":true,"sourceHash":"75092175ec13c632","translatedAt":"2026-08-29T17:20:02.822Z"},"ja":{"title":"アマゾンはNVIDIAのチップ注文を3倍に増やし、追加で200万個のGPUを注文","summary":"アマゾンとエヌビディアは協力を拡大すると発表し、2027年と2028年にAWSデータセンター向けに200万個のGPUチップを追加導入する予定で、Blackwell Ultra、Rubin、およびRubin Ultraが含まれる。以前の5か月間にアマゾンはすでに100万個以上のエヌビディアGPUの導入に同意しており、エヌビディアはその後「需要が予想を超えた」と述べた。両社は財務条件を公表していないが、GPU単価で試算すると取引額は数百億ドルに達する見込みである。","category":"業界動向","source":"TechCrunch：AI（RSS）","aggregationSource":"TechCrunch：AI（RSS）","pageTitle":"アマゾンはNVIDIAのチップ注文を3倍に増やし、追加で200万個のGPUを注文 - Aioga AIニュース","description":"アマゾンとエヌビディアは協力を拡大すると発表し、2027年と2028年にAWSデータセンター向けに200万個のGPUチップを追加導入する予定で、Blackwell Ultra、Rubin、およびRubin Ultraが含まれる。以前の5か月間にアマゾンはすでに100万個以上のエヌビディアGPUの導入に同意しており、エヌビディアはその後「需要が予想を超えた」と...","url":"https://www.aioga.com/ja/news/cmtar8e770746roam1wznm4mi/","contentTranslated":true,"sourceHash":"75092175ec13c632","translatedAt":"2026-08-29T17:20:18.987Z"},"ko":{"title":"아마존이 엔비디아 칩 주문을 세 배로 늘려, 200만 개의 GPU를 추가 주문","summary":"아마존과 엔비디아는 협력을 확대한다고 발표했으며, 2027년과 2028년에 AWS 데이터 센터에 블랙웰 울트라, 루빈, 루빈 울트라를 포함하여 200만 개의 GPU 칩을 새로 추가할 예정입니다. 이전 5개월 전 아마존은 이미 100만 개 이상의 엔비디아 GPU 배치를 승인했으며, 엔비디아는 이후 '수요가 예상보다 초과했다'고 밝혔습니다. 양측은 재무 조건을 공개하지 않았지만, GPU 단가로 추정한 거래 가치는 수백억 달러에 달합니다.","category":"업계 동향","source":"TechCrunch：AI（RSS）","aggregationSource":"TechCrunch：AI（RSS）","pageTitle":"아마존이 엔비디아 칩 주문을 세 배로 늘려, 200만 개의 GPU를 추가 주문 - Aioga AI 뉴스","description":"아마존과 엔비디아는 협력을 확대한다고 발표했으며, 2027년과 2028년에 AWS 데이터 센터에 블랙웰 울트라, 루빈, 루빈 울트라를 포함하여 200만 개의 GPU 칩을 새로 추가할 예정입니다. 이전 5개월 전 아마존은 이미 100만 개 이상의 엔비디아 GPU 배치를 승인했으며, 엔비디아는 이후 '수요가 예상보다 초과했다...","url":"https://www.aioga.com/ko/news/cmtar8e770746roam1wznm4mi/","contentTranslated":true,"sourceHash":"75092175ec13c632","translatedAt":"2026-08-29T17:21:10.403Z"},"es":{"title":"Amazon aumenta sus pedidos de chips de Nvidia a tres veces, añadiendo 2 millones de GPU","summary":"Amazon y Nvidia anunciaron la ampliación de su cooperación, añadiendo 2 millones de chips GPU a los centros de datos de AWS en 2027 y 2028, incluyendo Blackwell Ultra, Rubin y Rubin Ultra. Hace cinco meses, Amazon ya había acordado desplegar más de un millón de GPUs de Nvidia, y Nvidia declaró que la \"demanda superó las expectativas\" desde entonces. Ambas partes no revelaron los términos financieros, pero según el precio unitario de la GPU, se estima que el valor del acuerdo alcanza los cientos de miles de millones de dólares.","category":"Industria","source":"TechCrunch：AI（RSS）","aggregationSource":"TechCrunch：AI（RSS）","pageTitle":"Amazon aumenta sus pedidos de chips de Nvidia a tres veces, añadiendo 2 millones de GPU - Aioga Noticias de IA","description":"Amazon y Nvidia anunciaron la ampliación de su cooperación, añadiendo 2 millones de chips GPU a los centros de datos de AWS en 2027 y 2028, incluyendo Blackwell Ultra, Rubin y Rubi...","url":"https://www.aioga.com/es/news/cmtar8e770746roam1wznm4mi/","contentTranslated":true,"sourceHash":"75092175ec13c632","translatedAt":"2026-08-29T17:21:07.428Z"},"fr":{"title":"Amazon a triplé sa commande de puces Nvidia, ajoutant 2 millions de GPU","summary":"Amazon et NVIDIA ont annoncé l'élargissement de leur coopération, ajoutant 2 millions de puces GPU pour les centres de données AWS en 2027 et 2028, comprenant Blackwell Ultra, Rubin et Rubin Ultra. Cinq mois auparavant, Amazon venait tout juste d'accepter de déployer plus d'un million de GPU NVIDIA, NVIDIA déclarant qu'après cela, la \"demande avait dépassé les attentes\". Les deux parties n'ont pas divulgué les termes financiers, mais en estimant le prix unitaire des GPU, la valeur de l'opération atteint plusieurs dizaines de milliards de dollars.","category":"Industrie","source":"TechCrunch：AI（RSS）","aggregationSource":"TechCrunch：AI（RSS）","pageTitle":"Amazon a triplé sa commande de puces Nvidia, ajoutant 2 millions de GPU - Aioga Actualités IA","description":"Amazon et NVIDIA ont annoncé l'élargissement de leur coopération, ajoutant 2 millions de puces GPU pour les centres de données AWS en 2027 et 2028, comprenant Blackwell Ultra, Rubi...","url":"https://www.aioga.com/fr/news/cmtar8e770746roam1wznm4mi/","contentTranslated":true,"sourceHash":"75092175ec13c632","translatedAt":"2026-08-29T17:22:01.918Z"},"de":{"title":"Amazon hat die Bestellung von Nvidia-Chips auf das Dreifache erhöht und 2 Millionen zusätzliche GPUs bestellt","summary":"Amazon und Nvidia kündigen eine Ausweitung ihrer Zusammenarbeit an und werden 2027 und 2028 insgesamt 2 Millionen GPU-Chips für AWS-Rechenzentren hinzufügen, darunter Blackwell Ultra, Rubin und Rubin Ultra. Vor fünf Monaten hatte Amazon bereits zugestimmt, über 1 Million Nvidia-GPUs zu installieren, wobei Nvidia angab, dass die Nachfrage danach die Erwartungen überstieg. Die finanziellen Bedingungen wurden von beiden Seiten nicht offengelegt, aber basierend auf dem Einzelpreis der GPUs wird der Transaktionswert auf mehrere Milliarden US-Dollar geschätzt.","category":"行业动态","source":"TechCrunch：AI（RSS）","aggregationSource":"TechCrunch：AI（RSS）","pageTitle":"Amazon hat die Bestellung von Nvidia-Chips auf das Dreifache erhöht und 2 Millionen zusätzliche GPUs bestellt - Aioga KI-News","description":"Amazon und Nvidia kündigen eine Ausweitung ihrer Zusammenarbeit an und werden 2027 und 2028 insgesamt 2 Millionen GPU-Chips für AWS-Rechenzentren hinzufügen, darunter Blackwell Ult...","url":"https://www.aioga.com/de/news/cmtar8e770746roam1wznm4mi/","contentTranslated":true,"sourceHash":"75092175ec13c632","translatedAt":"2026-08-29T17:21:59.315Z"},"pt-BR":{"title":"A Amazon aumentou o pedido de chips da Nvidia para três vezes, adicionando 2 milhões de GPUs","summary":"A Amazon e a Nvidia anunciaram a expansão de sua parceria, adicionando 2 milhões de chips de GPU aos data centers da AWS em 2027 e 2028, incluindo Blackwell Ultra, Rubin e Rubin Ultra. Cinco meses antes, a Amazon havia acabado de concordar em implantar mais de 1 milhão de GPUs da Nvidia, que afirmou que a demanda desde então 'superou as expectativas'. As partes não divulgaram os termos financeiros, mas estimativas com base no preço unitário das GPUs indicam que o valor do negócio chega a várias dezenas de bilhões de dólares.","category":"行业动态","source":"TechCrunch：AI（RSS）","aggregationSource":"TechCrunch：AI（RSS）","pageTitle":"A Amazon aumentou o pedido de chips da Nvidia para três vezes, adicionando 2 milhões de GPUs - Aioga Notícias de IA","description":"A Amazon e a Nvidia anunciaram a expansão de sua parceria, adicionando 2 milhões de chips de GPU aos data centers da AWS em 2027 e 2028, incluindo Blackwell Ultra, Rubin e Rubin Ul...","url":"https://www.aioga.com/pt-BR/news/cmtar8e770746roam1wznm4mi/","contentTranslated":true,"sourceHash":"75092175ec13c632","translatedAt":"2026-08-29T17:22:52.867Z"},"ru":{"title":"Amazon увеличила заказы на чипы NVIDIA в три раза, добавив 2 миллиона GPU","summary":"Amazon и Nvidia объявили о расширении сотрудничества, планируя в 2027 и 2028 годах добавить 2 миллиона GPU-чипов для центров обработки данных AWS, включая Blackwell Ultra, Rubin и Rubin Ultra. Пять месяцев назад Amazon уже согласилась на развертывание более 1 миллиона GPU Nvidia, после чего Nvidia заявила, что \"спрос превысил ожидания\". Стороны не раскрывали финансовые условия, но по оценке стоимости одного GPU общая стоимость сделки может достигать сотен миллиардов долларов.","category":"行业动态","source":"TechCrunch：AI（RSS）","aggregationSource":"TechCrunch：AI（RSS）","pageTitle":"Amazon увеличила заказы на чипы NVIDIA в три раза, добавив 2 миллиона GPU - Aioga Новости ИИ","description":"Amazon и Nvidia объявили о расширении сотрудничества, планируя в 2027 и 2028 годах добавить 2 миллиона GPU-чипов для центров обработки данных AWS, включая Blackwell Ultra, Rubin и...","url":"https://www.aioga.com/ru/news/cmtar8e770746roam1wznm4mi/","contentTranslated":true,"sourceHash":"75092175ec13c632","translatedAt":"2026-08-29T17:22:52.595Z"},"ar":{"title":"أمازون تزيد طلبات شرائح نفيديا إلى ثلاثة أضعاف، مضيفة 2 مليون وحدة معالجة رسومية","summary":"أعلنت أمازون وإنفيديا عن توسيع التعاون بينهما، حيث ستضيفان في مراكز بيانات AWS خلال عامي 2027 و2028 ما مجموعه 2 مليون شريحة GPU، بما في ذلك Blackwell Ultra وRubin وRubin Ultra. قبل خمسة أشهر فقط، وافقت أمازون على نشر أكثر من مليون شريحة GPU من إنفيديا، وقالت إنفيديا بعد ذلك أن \"الطلب فاق التوقعات\". لم تكشف الأطراف عن الشروط المالية، ولكن وفقًا لتقدير سعر شريحة GPU الواحدة، تصل قيمة الصفقة إلى عشرات المليارات من الدولارات.","category":"行业动态","source":"TechCrunch：AI（RSS）","aggregationSource":"TechCrunch：AI（RSS）","pageTitle":"أمازون تزيد طلبات شرائح نفيديا إلى ثلاثة أضعاف، مضيفة 2 مليون وحدة معالجة رسومية - Aioga أخبار الذكاء الاصطناعي","description":"أعلنت أمازون وإنفيديا عن توسيع التعاون بينهما، حيث ستضيفان في مراكز بيانات AWS خلال عامي 2027 و2028 ما مجموعه 2 مليون شريحة GPU، بما في ذلك Blackwell Ultra وRubin وRubin Ultra. قبل...","url":"https://www.aioga.com/ar/news/cmtar8e770746roam1wznm4mi/","contentTranslated":true,"sourceHash":"75092175ec13c632","translatedAt":"2026-08-29T17:23:47.873Z"},"hi":{"title":"अमेज़न ने एनविडिया चिप्स के ऑर्डर को तीन गुना बढ़ा दिया, 2 मिलियन GPU जोड़ें","summary":"अमेज़न और एनवीडिया ने अपने सहयोग का विस्तार करने की घोषणा की है, और 2027 और 2028 में AWS डेटा केंद्रों के लिए 2 मिलियन GPU चिप्स जोड़ेंगे, जिनमें Blackwell Ultra, Rubin और Rubin Ultra शामिल हैं। पिछले पांच महीनों में अमेज़न ने पहले ही 1 मिलियन से अधिक एनवीडिया GPU तैनात करने पर सहमति जताई थी, और एनवीडिया ने कहा कि इसके बाद \"मांग अपेक्षा से अधिक\" रही। दोनों पक्षों ने वित्तीय शर्तों का खुलासा नहीं किया, लेकिन GPU की इकाई कीमत के अनुसार इस सौदे का अनुमानित मूल्य कई अरब डॉलर तक पहुंचता है।","category":"行业动态","source":"TechCrunch：AI（RSS）","aggregationSource":"TechCrunch：AI（RSS）","pageTitle":"अमेज़न ने एनविडिया चिप्स के ऑर्डर को तीन गुना बढ़ा दिया, 2 मिलियन GPU जोड़ें - Aioga AI समाचार","description":"अमेज़न और एनवीडिया ने अपने सहयोग का विस्तार करने की घोषणा की है, और 2027 और 2028 में AWS डेटा केंद्रों के लिए 2 मिलियन GPU चिप्स जोड़ेंगे, जिनमें Blackwell Ultra, Rubin और Rubin Ul...","url":"https://www.aioga.com/hi/news/cmtar8e770746roam1wznm4mi/","contentTranslated":true,"sourceHash":"75092175ec13c632","translatedAt":"2026-08-29T17:23:47.713Z"},"it":{"title":"Amazon aumenta gli ordini di chip Nvidia a tre volte, aggiungendo 2 milioni di GPU","summary":"Amazon e Nvidia hanno annunciato l'espansione della collaborazione, aggiungendo 2 milioni di chip GPU ai data center AWS nel 2027 e 2028, inclusi Blackwell Ultra, Rubin e Rubin Ultra. Nei precedenti cinque mesi, Amazon aveva appena accettato di distribuire oltre 1 milione di GPU Nvidia, che secondo Nvidia ha portato a una \"domanda superiore alle aspettative\". Le parti non hanno rivelato i termini finanziari, ma stimando il prezzo unitario delle GPU, il valore della transazione raggiunge diverse decine di miliardi di dollari.","category":"行业动态","source":"TechCrunch：AI（RSS）","aggregationSource":"TechCrunch：AI（RSS）","pageTitle":"Amazon aumenta gli ordini di chip Nvidia a tre volte, aggiungendo 2 milioni di GPU - Aioga Notizie IA","description":"Amazon e Nvidia hanno annunciato l'espansione della collaborazione, aggiungendo 2 milioni di chip GPU ai data center AWS nel 2027 e 2028, inclusi Blackwell Ultra, Rubin e Rubin Ult...","url":"https://www.aioga.com/it/news/cmtar8e770746roam1wznm4mi/","contentTranslated":true,"sourceHash":"75092175ec13c632","translatedAt":"2026-08-29T17:24:42.180Z"},"nl":{"title":"Amazon verhoogt de bestellingen van Nvidia-chips tot driemaal, met 2 miljoen extra GPU's","summary":"Amazon en Nvidia hebben aangekondigd hun samenwerking uit te breiden en zullen in 2027 en 2028 2 miljoen extra GPU-chips voor AWS-datacenters leveren, waaronder Blackwell Ultra, Rubin en Rubin Ultra. Vijf maanden geleden had Amazon al ingestemd met de inzet van meer dan 1 miljoen Nvidia-GPU's, waarmee Nvidia aangaf dat de 'vraag de verwachting overtrof'. De partijen hebben de financiële voorwaarden niet bekendgemaakt, maar op basis van de prijs per GPU wordt de waarde van de transactie geraamd op honderden miljarden dollars.","category":"行业动态","source":"TechCrunch：AI（RSS）","aggregationSource":"TechCrunch：AI（RSS）","pageTitle":"Amazon verhoogt de bestellingen van Nvidia-chips tot driemaal, met 2 miljoen extra GPU's - Aioga AI-nieuws","description":"Amazon en Nvidia hebben aangekondigd hun samenwerking uit te breiden en zullen in 2027 en 2028 2 miljoen extra GPU-chips voor AWS-datacenters leveren, waaronder Blackwell Ultra, Ru...","url":"https://www.aioga.com/nl/news/cmtar8e770746roam1wznm4mi/","contentTranslated":true,"sourceHash":"75092175ec13c632","translatedAt":"2026-08-29T17:24:34.064Z"},"tr":{"title":"Amazon, Nvidia çip siparişlerini üç katına çıkardı, 2 milyon GPU ekledi","summary":"Amazon ve Nvidia işbirliğini genişleteceklerini açıkladı; 2027 ve 2028'de AWS veri merkezlerine Blackwell Ultra, Rubin ve Rubin Ultra dahil olmak üzere 2 milyon GPU çipi ekleyecekler. Önceki beş ayda Amazon, 1 milyondan fazla Nvidia GPU dağıtmayı kabul etmişti ve Nvidia, sonrasında “talebin beklentilerin üzerinde” olduğunu belirtti. Taraflar mali koşulları açıklamamış olsa da, GPU başına fiyat üzerinden yapılan tahmine göre işlemin değeri yüz milyarlarca dolara ulaşıyor.","category":"行业动态","source":"TechCrunch：AI（RSS）","aggregationSource":"TechCrunch：AI（RSS）","pageTitle":"Amazon, Nvidia çip siparişlerini üç katına çıkardı, 2 milyon GPU ekledi - Aioga AI Haberleri","description":"Amazon ve Nvidia işbirliğini genişleteceklerini açıkladı; 2027 ve 2028'de AWS veri merkezlerine Blackwell Ultra, Rubin ve Rubin Ultra dahil olmak üzere 2 milyon GPU çipi ekleyecekl...","url":"https://www.aioga.com/tr/news/cmtar8e770746roam1wznm4mi/","contentTranslated":true,"sourceHash":"75092175ec13c632","translatedAt":"2026-08-29T17:25:34.988Z"},"vi":{"title":"Amazon đã tăng gấp ba đơn hàng chip NVIDIA, thêm 2 triệu GPU","summary":"Amazon và Nvidia thông báo mở rộng hợp tác, sẽ bổ sung 2 triệu chip GPU cho các trung tâm dữ liệu AWS vào các năm 2027 và 2028, bao gồm Blackwell Ultra, Rubin và Rubin Ultra. Trước đó năm tháng, Amazon vừa đồng ý triển khai hơn 1 triệu GPU của Nvidia, Nvidia cho biết sau đó \"nhu cầu vượt ngoài dự kiến\". Hai bên chưa tiết lộ các điều khoản tài chính, nhưng theo giá từng GPU, ước tính giá trị giao dịch đạt hàng chục tỷ USD.","category":"行业动态","source":"TechCrunch：AI（RSS）","aggregationSource":"TechCrunch：AI（RSS）","pageTitle":"Amazon đã tăng gấp ba đơn hàng chip NVIDIA, thêm 2 triệu GPU - Tin tức AI Aioga","description":"Amazon và Nvidia thông báo mở rộng hợp tác, sẽ bổ sung 2 triệu chip GPU cho các trung tâm dữ liệu AWS vào các năm 2027 và 2028, bao gồm Blackwell Ultra, Rubin và Rubin Ultra. Trước...","url":"https://www.aioga.com/vi/news/cmtar8e770746roam1wznm4mi/","contentTranslated":true,"sourceHash":"75092175ec13c632","translatedAt":"2026-08-29T17:25:32.245Z"},"id":{"title":"Amazon meningkatkan pesanan chip Nvidia hingga tiga kali lipat, menambah 2 juta GPU","summary":"Amazon dan Nvidia mengumumkan perluasan kerja sama, akan menambahkan 2 juta chip GPU untuk pusat data AWS pada tahun 2027 dan 2028, termasuk Blackwell Ultra, Rubin, dan Rubin Ultra. Lima bulan sebelumnya, Amazon baru saja setuju untuk memasang lebih dari 1 juta GPU Nvidia, yang menurut Nvidia 'permintaannya melebihi ekspektasi.' Kedua belah pihak tidak mengungkapkan ketentuan keuangan, tetapi berdasarkan perkiraan harga per GPU, nilai transaksi diperkirakan mencapai puluhan miliar dolar.","category":"行业动态","source":"TechCrunch：AI（RSS）","aggregationSource":"TechCrunch：AI（RSS）","pageTitle":"Amazon meningkatkan pesanan chip Nvidia hingga tiga kali lipat, menambah 2 juta GPU - Berita AI Aioga","description":"Amazon dan Nvidia mengumumkan perluasan kerja sama, akan menambahkan 2 juta chip GPU untuk pusat data AWS pada tahun 2027 dan 2028, termasuk Blackwell Ultra, Rubin, dan Rubin Ultra...","url":"https://www.aioga.com/id/news/cmtar8e770746roam1wznm4mi/","contentTranslated":true,"sourceHash":"75092175ec13c632","translatedAt":"2026-08-29T17:26:28.703Z"},"th":{"title":"อเมซอนเพิ่มคำสั่งซื้อชิปของเอ็นวิเดียเป็นสามเท่า เพิ่ม GPU อีก 2 ล้านหน่วย","summary":"อเมซอนและเอ็นวีเดียประกาศขยายความร่วมมือ โดยจะเพิ่มชิป GPU จำนวน 2 ล้านชิ้นให้กับศูนย์ข้อมูล AWS ในปี 2027 และ 2028 ซึ่งรวมถึง Blackwell Ultra, Rubin และ Rubin Ultra ก่อนหน้านี้ห้าเดือน อเมซอนได้ตกลงที่จะติดตั้ง GPU ของเอ็นวีเดียมากกว่า 1 ล้านชิ้น เอ็นวีเดียกล่าวว่าความต้องการเกินกว่าที่คาดไว้ ทั้งสองฝ่ายไม่ได้เปิดเผยมูลค่าทางการเงิน แต่หากคำนวณจากราคาขายต่อชิ้นของ GPU ค่าธุรกรรมนี้มีมูลค่าหลายร้อยพันล้านดอลลาร์","category":"行业动态","source":"TechCrunch：AI（RSS）","aggregationSource":"TechCrunch：AI（RSS）","pageTitle":"อเมซอนเพิ่มคำสั่งซื้อชิปของเอ็นวิเดียเป็นสามเท่า เพิ่ม GPU อีก 2 ล้านหน่วย - ข่าว AI Aioga","description":"อเมซอนและเอ็นวีเดียประกาศขยายความร่วมมือ โดยจะเพิ่มชิป GPU จำนวน 2 ล้านชิ้นให้กับศูนย์ข้อมูล AWS ในปี 2027 และ 2028 ซึ่งรวมถึง Blackwell Ultra, Rubin และ Rubin Ultra ก่อนหน้านี้ห้า...","url":"https://www.aioga.com/th/news/cmtar8e770746roam1wznm4mi/","contentTranslated":true,"sourceHash":"75092175ec13c632","translatedAt":"2026-08-29T17:26:32.069Z"},"pl":{"title":"Amazon zwiększa zamówienie na chipy Nvidii trzykrotnie, dodając 2 miliony GPU","summary":"Amazon i Nvidia ogłosiły rozszerzenie współpracy, planując dodanie 2 milionów chipów GPU do centrów danych AWS w latach 2027 i 2028, w tym Blackwell Ultra, Rubin i Rubin Ultra. Pięć miesięcy wcześniej Amazon zgodził się na wdrożenie ponad miliona chipów Nvidia GPU, a Nvidia stwierdziła, że później „popyt przewyższył oczekiwania”. Obie strony nie ujawniły warunków finansowych, ale szacując wartość transakcji według ceny za GPU, osiąga ona setki miliardów dolarów.","category":"行业动态","source":"TechCrunch：AI（RSS）","aggregationSource":"TechCrunch：AI（RSS）","pageTitle":"Amazon zwiększa zamówienie na chipy Nvidii trzykrotnie, dodając 2 miliony GPU - Aioga Wiadomości AI","description":"Amazon i Nvidia ogłosiły rozszerzenie współpracy, planując dodanie 2 milionów chipów GPU do centrów danych AWS w latach 2027 i 2028, w tym Blackwell Ultra, Rubin i Rubin Ultra. Pię...","url":"https://www.aioga.com/pl/news/cmtar8e770746roam1wznm4mi/","contentTranslated":true,"sourceHash":"75092175ec13c632","translatedAt":"2026-08-29T17:27:32.126Z"}},"evidenceTier":"verified-news","reviewStatus":"editorial-selected","indexable":true,"editorialCover":""}}