Nvidia CFO comments on AWS deployment and AI demand
Nvidia Corporation CFO says the company and Amazon Web Services will deploy 2 million additional Nvidia GPUs across AWS’s global infrastructure in 2027–2028 - conf call
Nvidia CFO: company and AWS to build data centers for the U.S. government that include 100,000 GPUs on "secure AWS infrastructure"
Nvidia CFO: company’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: company 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
Nvidia CFO Says Co & Amazon Web Services To Deploy 2 Million Additional Nvidia GPUs Across AWS' Global Infrastructure In 2027–2028 - Conf Call - NVDA News | Rallies
