NVIDIA $NVDA CFO SAYS AWS TO DEPLOY 2 MILLION ADDITIONAL GPUS IN 2027-2028 Customer commitments: • Amazon $AMZN Web Services to deploy 2 million additional Nvidia GPUs across its global infrastructure in 2027-2028 • The two will build data centers for the US government including 100,000 GPUs on secure AWS infrastructure • Neocloud partners expected to exit the year with 8 gigawatts of total installed capacity • Demand from AI labs expected to contribute roughly a quarter of the business next year Product ramp: • Production shipments of Vera Rubin commenced earlier this month, seen at about 20% of data center revenue in Q3 • Next-generation Vera CPU in full production • Groq 3 LPX shipping in volume later this quarter to early adopters, with Nebius $NBIS first On costs, the CFO cited "extreme pricing conditions in memory" and higher component costs weighing on margins. Q3 gross margin is guided to 74.0%, down from 75.0% in Q2. Supply is expected to remain a bottleneck at least through the end of fiscal 2028. Nvidia disclosed $279B in supply and capacity commitments this quarter, up from $119B, primarily memory procurement.

NVIDIA $NVDA CFO SAYS AWS TO DEPLOY 2 MILLION ADDITIONAL GPUS IN 2027-2028 Customer commitments: • Amazon $AMZN Web Services to deploy 2 million additional Nvidia GPUs across its global infrastructure in 2027-2028 • The two will build data centers for the US government including 100,000 GPUs on secure AWS infrastructure • Neocloud partners expected to exit the year with 8 gigawatts of total installed capacity • Demand from AI labs expected to contribute roughly a quarter of the business next year Product ramp: • Production shipments of Vera Rubin commenced earlier this month, seen at about 20% of data center revenue in Q3 • Next-generation Vera CPU in full production • Groq 3 LPX shipping in volume later this quarter to early adopters, with Nebius $NBIS first On costs, the CFO cited "extreme pricing conditions in memory" and higher component costs weighing on margins. Q3 gross margin is guided to 74.0%, down from 75.0% in Q2. Supply is expected to remain a bottleneck at least through the end of fiscal 2028. Nvidia disclosed $279B in supply and capacity commitments this quarter, up from $119B, primarily memory procurement.

Source:https://x.com/faststocknewss/status/2092726793903935826