AWS expansion adds 2 million NVIDIA GPUs plus Vera CPUs from FY2027 Q2 through FY2029 Q2, with Nemotron models on Bedrock and SageMaker and physical AI stack for warehouse robots.
Vera Rubin entered production shipments in August 2026 with purchase orders from every major hyperscaler, AI cloud, and system OEM, and management expects it to be NVIDIA's fastest product ramp.
Groq 3 LPX rack-scale LPU systems entered full production, with volume shipments to early adopter Nebius expected from late Q2 FY2027.
SoftBank Energy's Portsmouth Campus is expected to initially support 4.25 GW of NVIDIA AI factory capacity utilized by OpenAI, with each deployed generation representing about 1.5 million GPUs.
NVIDIA's NeoCloud partners are expected to exit 2026 with 8 GW of installed capacity, up from about 3 GW at end-2025, using DSX reference designs.
Get valuation models, detailed research reports, thematic primers, one-pagers, risk analysis, growth triggers, bear case, capex tracker, walk the talk, and more for NVIDIA Corporation and 4,900+ companies.