Aug 26 2026

AWS commits to 2 million additional Nvidia GPUs for 2027-28, brings Nvidia's Vera CPUs onto its cloud, and will build AI factories for the US government including 100,000 GPUs on secure infrastructure.

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AmazonNvidia

Open calls that touch this

Nvidia beats the $91B consensus on August 26th · 75%, resolves August 31st 2026
Nvidia's compute-financing MOUs produce $100B of closed vehicles in a year · 65%, resolves August 11th 2027
Nvidia's Perplexity investment closes this year · 60%, resolves December 31st 2026
Kimi K3 gets first-party hosting on a US hyperscaler cloud · 55%, resolves March 31st 2027
Nvidia and Hugging Face confirm the deal by September 30th · 80%, resolves September 30th 2026

Issues that mention Amazon, Nvidia

Around the same time

Aug 26 2026ADOPT

The second World Humanoid Robot Games close in Beijing: 2,056 robots, 666 teams, 16 countries, 51 events, with AgiBot claiming the medal lead and last year's leader Unitree without athletics medals through the weekend.

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Aug 26 2026MONEYCHIPS

Nvidia reports $96.2B for Q2 FY27, up 106%, guides $108B for Q3 and forecasts roughly 70% fiscal 2028 growth constrained by supply; gross margin gives back a point to memory costs.

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Aug 26 2026SAFETY

OpenAI publishes its official 37-page report on the July Hugging Face breach, crediting a since-deployed chain-of-thought monitor with catching it a day early had it been running; METR and Redwood Research release an independent 91-page assessment.

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Aug 26 2026INFRAMONEY

Anthropic signs a ~$45B, six-year compute deal with Britain's Nscale for about 460MW of Vera Rubin capacity from late 2027, joining Fluidstack, SpaceX and Volta on its supplier list.

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Aug 25 2026POLICYCHIPS

Taiwan indicts nine people, including Nvidia and Supermicro employees, for smuggling B300 servers to China: 130 servers falsely documented, 74 delivered, 56 seized at the border.

Aug 25 2026SAFETYOPEN

Taiwanese researchers TeamT5 report Chinese state-affiliated hacking groups more than doubled attack frequency after adopting DeepSeek, favoring it for its capability and near-absent safety guardrails.

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