THE CLAIM. AWS and Nvidia will deploy 2 million more GPUs (Blackwell Ultra, Rubin, Rubin Ultra) in 2027-2028, pushing this year's Nvidia GPU rollout on AWS past 3 million. THE CHECK: neither company's release states a dollar figure; at Nvidia's own previously stated per-chip pricing, 2 million GPUs works out to an estimated $60-80 billion in silicon alone, more once power and buildings are counted. THE TWIST: the rack system meant to house the Rubin Ultra chips named in this deal had already slipped to 2028, and Nvidia's stock jumped 8.7% the same session, a move 24/7 Wall St. attributed jointly to the earnings beat and the AWS deal, not to the GPU announcement alone.