AWS Business Watch

AWS AI Infrastructure, Custom Chips, and Power Constraints

AWS AI Infrastructure, Custom Chips, and Power Constraints

AWS and NVIDIA reportedly plan 2 million additional GPUs, including a planned 100,000-GPU secure government deployment, while AWS expands Trainium, Inferentia, networking, and Bedrock. The capacity strategy is clear, but utilization, customer revenue, execution, power availability, and returns on capital remain open questions.

Sources (6)
Updated Sep 21, 2026
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