Brief: Nvidia CFO Says Co & Amazon Web Services To Deploy 2 Million Additional Nvidia GPUs Across AWS' Global Infrastructure In 2027–2028 - Conf Call

Nebius NV

26/08/2026 22:28

Aug 26 (Reuters) - Nvidia Corporation NVDA.O:
NVIDIA CFO SAYS CO & AMAZON WEB SERVICES TO DEPLOY 2 MILLION ADDITIONAL NVIDIA GPUS ACROSS AWS’S GLOBAL INFRASTRUCTURE IN 2027–2028 - CONF CALL
NVIDIA CFO: CO & AWS TO BUILD DATA CENTERS FOR THE U.S. GOVERNMENT THAT INCLUDE 100,000 GPUS ON "SECURE AWS INFRASTRUCTURE"
NVIDIA CFO: CO'S NEOCLOUD PARTNERS EXPECTED TO EXIT THE YEAR WITH 8 GIGAWATTS IN TOTAL INSTALLED CAPACITY
NVIDIA CFO: COMMENCED PRODUCTION SHIPMENTS OF VERA RUBIN EARLIER THIS MONTH
NVIDIA CFO: CO IS IN FULL PRODUCTION OF NEXT GENERATION VERA CPU
NVIDIA CFO: EXPECT TO SHIP GROQ 3 LPX IN VOLUME LATER THIS QUARTER TO EARLY ADOPTERS; NEBIUS TO BE THE FIRST
NVIDIA CFO: EXPECT DEMAND FROM THE AI LABS TO CONTRIBUTE TOWARD ROUGHLY 1/4 OF OUR BUSINESS NEXT YEAR
NVIDIA CFO: SEE VERA RUBIN ACCOUNTING FOR ABOUT 20% OF DATA CENTER REVENUE IN Q3
NVIDIA CFO: EXPECT SUPPLY TO REMAIN A BOTTLENECK AT LEAST THROUGH THE END OF FISCAL YEAR 28
NVIDIA CFO SAYS "EXTREME PRICING CONDITIONS IN MEMORY" AND HIGHER COMPONENT COSTS TO HURT MARGINS
Further company coverage: NVDA.O

 ((Reuters.Briefs@thomsonreuters.com;))