NVIDIA Blackwell

AWS and NVIDIA’s 2 Million GPU Deal: The Massive AI Compute Shift

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AWS and NVIDIA partnership for 2 million AI GPUs

Two million GPUs. To put that number in perspective, it is roughly double the total accelerator fleet that most frontier AI labs operated across their entire cloud footprint just two years ago. Amazon Web Services (AWS) announced plans to deploy an additional 2 million NVIDIA GPUs across its global infrastructure between 2027 and 2028. This … Read more

OpenAI’s Jalapeño Chip: How Its Custom AI Processor Challenges NVIDIA Blackwell on Inference

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OpenAI's Jalapeño custom AI inference chip package with HBM4 memory on test board

1. Introduction — OpenAI Is Building Its Own AI Silicon OpenAI is moving deeper into the physical hardware layer. The company is no longer just training frontier foundation models; it is systematically engineering the entire compute stack: Models → Software → Chips → Memory → Networking → Data Centers At the Hot Chips 2026 conference, … Read more